Senior Manager, Financial Planning & Analysis (FP&A)

Who we are

Founded in 1999 and headquartered in Central Ohio, we’re a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we’re on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost – that’s why we call ourselves Healthcare Warriors®.

We’re committed to building diverse and inclusive teams – more than 2,000 of us and counting – so if you’re excited about this position, we encourage you to apply – even if your experience doesn’t match every requirement. 

About the role

We are seeking a highly skilled and strategic Sr. Manager, FP&A to join our Finance team. This individual will serve as a key financial partner across the business, leading FP&A processes, including strategic financial planning, budgeting, re-forecasting and long-range planning. In addition, the Sr. FP&A manager will lead strategic finance responsibilities, including acquisition target modeling, post-acquisition performance tracking and new business initiative monitoring. This is a high-impact, hands-on role with significant exposure to senior leadership.

The Sr. Manager, FP&A will work side-by-side with the rest of the FP&A team as the company executes its growth and margin initiatives, with responsibility for building models, processes, and performance improvement tracking for continued growth and deployment of new products.

Location: This position is located at our Dublin, OH campus with hybrid flexibility.

What you’ll do (Essential Responsibilities)

• Lead the company’s long-range financial planning process, including strategic scenario modeling and sensitivity analyses.
• Partner with senior leadership to align financial strategy with business objectives.
• Drive the development of investment tracking (run rate and one-time spend) and transformation team initiatives to measure business plan progress and support data-driven decision making.
• Forecasting & Consolidations
• Work with the rest of the FP&A team and functional leaders to manage monthly, quarterly, and annual forecasting processes across multiple products and business units.
• Lead forecast-to-actual variance analysis and bridge building, providing insights and commentary to executive leadership.
• Consolidate and maintain accurate, timely financial models across departments and entities, including intercompany economics and eliminations.
• Acquisition Modeling & Performance Tracking
• Build and maintain financial models for newly acquired businesses and acquisition targets, including pro forma financials, enterprise synergy analysis, and integration cost impacts.
• Provide post-acquisition financial tracking and performance analysis compared to deal underwriting model.
• Team & Process Development
• Design and implement scalable FP&A processes, tools, reporting structures and system integration.
• Mentor and develop a high-performing FP&A team of managers and senior financial analysts.
• Serve as a thought partner with functional leaders to support a diverse product and growth-oriented organization.
• All other duties as assigned.

What you’ll bring (Qualifications)

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field
• Experience: 7–10+ years of progressive experience in FP&A, corporate finance, investment banking, or management consulting.
• Strong experience leading multi-product forecast models, performance tracking, strategic planning, and consolidated forecasting.
• Advanced Excel and financial modeling skills
• Experience and proficiency in planning software and systems optimization (e.g., Adaptive, Sage Intacct, Alteryx or similar) a plus.
• Demonstrated ability to work independently and collaboratively in a fast-paced, high-growth environment.
• Strong business acumen with exceptional analytical and communication skills.
• Prior experience supporting executive leadership and working in a private equity back organization (sponsor reporting, cash flow and balance sheet modeling, etc.).
• A high degree of personal accountability and trustworthiness, a commitment to working within Quantum Health’s policies, values and ethics, and to protecting the sensitive data entrusted to us.
• Strong administrative/technical skills; Comfort working on a PC using Microsoft Office (Outlook, Word, Excel, PowerPoint), IM/video conferencing (Teams & Zoom), and telephones efficiently.
• Trustworthy and accountable behavior, capable of viewing and maintaining confidential information daily.

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