CLA (CliftonLarsonAllen) · 1 day ago
Financial Planning and Analysis Manager
Quincy, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$120K/yr - $140K/yr
10+ years expCliftonLarsonAllen (CLA) Search has been retained by Shields Health to identify a Manager of Financial Planning & Analysis to serve their team. The role involves leading a team of financial analysts, managing budget and forecasting processes, and providing strategic decision support to enhance the company's financial performance.
AccountingConsultingOutsourcing
Hiring Manager
Tanacity Carter, SHRM-CP
Responsibilities
Lead and develop a team of financial analysts to deliver data driven quantitative analysis that supports strategic decision making for the company’s growth and efficiency goals
Review operating statistics and provide recommendations to leadership to improve financial performance
Participate in the annual budget process and interim reforecast for 50+ operating companies
Update and maintain accurate financial forecast models by comparing and analyzing actual vs planned results, while understanding key drivers that impact the business
Support and collaborate with Business Development Team to develop pro-forma financial models
Prepare and review materials for internal and external audiences, including partnership board of directors, shareholders, senior staff
Mine, organize and interpret large sets of financial data for decision support
Research and resolve business inquiries from various departments and partners
Assist with assessment and development of the company’s financial, budget and forecasting systems
Increase productivity by automating workflow and utilization of AI
Support training and development of Financial and Business Development Analysts
Other projects as assigned
Qualification
Required
BS in Finance or Accounting required
10+ years' experience; 5+ years in an FP&A Manager role or equivalent experience
Exceptional leadership skills with proven track record developing a team
Strong analytical, problem solving and mathematical ability
Strong modeling and critical thinking skills
Strong communication skills and ability to interface with all levels of the organization
Must have proven business acumen and financial statement understanding, including profit and loss, balance sheet and statement of cash flows
Ability to prioritize multiple projects and meet deadlines in a fast-paced environment
Must have a strong working knowledge of Microsoft
Preferred
Master's Degree
Company
CLA (CliftonLarsonAllen)
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.
5001-10000 employees
H1B Sponsorship
CLA (CliftonLarsonAllen) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (2)
2023 (2)
2022 (3)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Ray Price
Chief Financial Officer
T
Todd A. Steiner
Outsourcing CFO
Recent News
Morningstar.com
2025-11-04
Seattle TechFlash
2025-07-28
Company data provided by crunchbase