TapestryHealth · 1 week ago
Financial Planning and Analysis Specialist
United States
Full-time
Remote
Senior Level
$108K/yr - $120K/yr
7+ years expTapestryHealth is a healthcare organization seeking a strategic and detail-oriented Financial Planning & Analysis Specialist. This role is pivotal in shaping financial strategy and delivering accurate forecasts and actionable recommendations to improve patient care and operational efficiency.
Responsibilities
Lead the development of multi-year strategic financial plans and enterprise-wide forecasting processes; challenge assumptions and drive alignment across business units. Partner with leaders to develop the annual budget; own calendar, assumptions, and stakeholder alignment
Oversee long-term liquidity strategy and capital allocation recommendations; advise leadership on risk mitigation. Build and maintain the cash flow forecast model; monitor near-term liquidity and working capital drivers; flag risks and opportunities
Design advanced financial models for high-impact decisions, including M&A, partnerships, service offerings and new market entry; provide sensitivity analyses for executive decision-making
Deliver timely insights related to productivity, demand planning, reporting, and operational metrics; highlight variances and root causes. Translate complex data into actionable insights for C-suite; proactively identify trends and recommend strategic pivots
Identify business challenges across functions; propose analytical solutions and process improvements that drive measurable outcomes
Collaborate with clinical, operations, sales, IT, and finance teams to define metrics, goals, and cadence for business reviews. Serve as a key financial advisor to senior leaders across clinical, operations, and commercial teams; lead cross-functional initiatives to optimize performance
Design and maintain dashboards and management reports; gather and transform data from the data warehouse, ERP, and other sources into clear narratives
Own executive-level reporting and presentations for board meetings, investor relations, and strategic planning sessions; synthesize analysis, articulate trade-offs, and frame decisions with relevant data and recommendations
Conduct in-depth analyses to identify trends, variances, and opportunities for operational efficiency, margin improvement, or cost reduction
Build trust and maintain effective relationships with business partners at all levels. Act as a trusted advisor to senior leadership, influencing decisions through data-driven insights and strategic recommendations
Qualification
Required
Bachelor's degree in Finance, Accounting, Business, Economics, or a related analytical field (e.g., Engineering, Mathematics, Computer Science)
7+ years of progressive FP&A experience; healthcare sector experience strongly preferred
Proficiency in financial modeling, forecasting, scenario analysis, and management reporting (advanced Excel required)
Demonstrated success in shaping financial strategy and influencing executive decisions
Experience supporting M&A, capital planning, and enterprise transformation projects
Experience with ERP systems (e.g., NetSuite) and BI tools (e.g., Power BI, Tableau) or specialized healthcare analytics platforms
Solid understanding of accounting, financial, and operational principles; ability to connect P&L, balance sheet, and cash flow impacts
Communication excellence—comfortable presenting complex financial concepts to non-financial stakeholders; strong storytelling and slide-building skills
Exceptional attention to detail with the ability to manage multiple priorities in a fast-paced environment while maintaining a strategic, 'big picture' view
Commitment to confidentiality and compliance (e.g., HIPAA) and high standards of ethics and integrity
Preferred
Master's degree preferred
Hands-on experience with NetSuite (budgeting, forecasting, SuiteAnalytics, reporting)
NetSuite Financial Planning & Analysis Specialist certification strongly preferred but not required
Relevant credentials (e.g., AFP FPAC, CFI FMVA, CMA) that demonstrate advanced FP&A capabilities are a plus
Knowledge of healthcare regulations, reimbursement models, payer mix dynamics, and industry-specific financial challenges is a plus
Familiarity with planning platforms (e.g., NetSuite Planning & Budgeting, Vena, Adaptive Planning, Anaplan) is beneficial
Experience leveraging predictive analytics, automation tools, and advanced BI platforms to enhance forecasting accuracy and efficiency
Company
TapestryHealth
TapestryHealth, based in Connecticut, is a healthcare organization that specializes in providing comprehensive technology solutions to post-acute care facilities, particularly skilled nursing facilities.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
David Chess, MD
Founder CEO and CMO
Mark Hirschhorn
Chief Executive Officer
Recent News
Skilled Nursing News
2023-12-24
2023-12-24
Company data provided by crunchbase