HPM Services, LLC · 2 weeks ago
Sr. Financial Planning Analysis (Sr. FP&A)
Knoxville, TN
Full-time
Onsite
Senior Level
7+ years expHPM Services, LLC is seeking a Senior Financial Planning & Analysis professional who will partner with the founder and senior leadership team. This role is responsible for developing financial strategy, leading budgeting and forecasting, and delivering financial presentations to support decision-making.
Health CareHospitalMedicalWellness
Responsibilities
Act as a primary financial partner; providing direct support through hands-on analysis, modeling, and strategic insight
Independently build and maintain detailed financial models, forecasts, and budgets (no delegation-only role)
Prepare and deliver executive-ready presentations, dashboards, and financial narratives for leadership, board meetings, and joint venture partners
Analyze provider compensation models, productivity metrics, incentives, and profitability by provider, service line, and location
Evaluate joint ventures, partnerships, and growth initiatives through detailed financial modeling, ROI analysis, and risk assessment
Perform variance analysis and translate financial results into clear business drivers and action items
Collaborate cross-functionally with accounting, operations, and leadership to ensure data accuracy and alignment
Support due diligence, integration planning, and performance monitoring for acquisitions and new ventures
Identify and implement opportunities for margin improvement, cost containment, and scalable growth
Respond to ad hoc analytical and presentation requests in a fast-paced, founder-led environment
Qualification
Required
Demonstrated ability to personally execute complex financial analyses and models from start to finish
Strong executive presence with the ability to clearly present financial information to nonfinancial leaders
Ability to simplify complex financial concepts into concise, visually effective presentations
Proven capability to operate effectively in an entrepreneurial, high-accountability environment
Consistent delivery of accurate forecasts, models, and insights under tight timelines
High ownership mindset with a bias toward action and problem-solving
Advanced financial modeling and forecasting expertise; expert-level Excel required
Strong presentation skills with experience preparing and presenting to founders, executives, boards, or investors
Direct experience with provider compensation structures and incentive-based pay models
Experience analyzing joint ventures, partnerships, or multi-entity financial structures
Ability to manage ambiguity and incomplete data while producing actionable insights
7–10+ years of progressive FP&A or corporate finance experience
Prior experience working directly with a Founder/Owner or within a closely held or entrepreneurial organization required
Bachelor's degree in Finance, Accounting, Economics, or a related field required
Preferred
Experience in healthcare, professional services, or other provider-driven business models strongly preferred
MBA, CPA, CFA, or similar advanced credential preferred
Company
HPM Services, LLC
About Us: At HPM, our team cares personally and deeply about our company’s mission.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ryan Shedd
Chief Executive Officer
Shelley Wells
Chief People Officer
Company data provided by crunchbase