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Financial Planning & Analysis Manager

Financial Planning & Analysis Manager

Palm Beach Accountable Care OrganizationWest Palm Beach, FL, US
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Job Description

Job Description

Position Overview

The Financial Planning & Analysis Manager will play a key role in supporting the organization’s growth strategy through acquisitions, strategic partnerships, and financial planning. This position is responsible for conducting financial and operational analyses, managing budgeting and forecasting processes, and supporting the execution of M&A transactions from initial evaluation through integration. The role requires strong financial acumen, strategic thinking, and the ability to work cross-functionally with finance, operations, legal, and executive leadership.

Key Responsibilities Acquisitions & Strategic Transactions

  • Support the identification, evaluation, and execution of acquisitions, joint ventures, and strategic partnerships.
  • Build and maintain financial models to assess valuation, deal structures, and expected returns.
  • Conduct due diligence, including coordination with internal and external stakeholders (legal, accounting, tax, operations).
  • Prepare investment memos, presentations, and board materials to support decision-making.
  • Assist with negotiation support and post-closing integration activities.

Financial Planning & Budgeting

  • Lead the annual budgeting process, partnering with department heads to build and refine budgets.
  • Develop and maintain long-range financial forecasts, including scenario planning and sensitivity analyses.
  • Monitor financial performance against plan, highlighting key variances and recommending corrective actions.
  • Partner with Accounting to ensure accurate monthly and quarterly financial reporting.

    • Corporate Strategy & Analysis

  • Provide analysis and insights on industry trends, competitor performance, and market opportunities.
  • Support the development of the company’s strategic plan and assess the financial impact of strategic initiatives.
  • Prepare regular reporting packages and presentations for senior leadership, investors, and other stakeholders.

    • Cross-Functional Collaboration

  • Work closely with Finance, Operations, HR, and Legal to ensure alignment of business objectives.
  • Support the integration of acquired entities into the broader organization, including financial and operational alignment.
  • Build relationships with external advisors, investment bankers, and consultants to support deal execution.

    • Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred).
  • 5+ years of experience in corporate development, investment banking, private equity, or financial planning & analysis.
  • Strong financial modeling, valuation, and analytical skills.
  • Excellent written and verbal communication skills, with ability to prepare executive-level presentations.
  • Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
  • Proven ability to work collaboratively across teams and influence stakeholders.
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    Manager Financial Planning • West Palm Beach, FL, US