Life Line Screening · 2 days ago
Technical FP&A Manager
United States
Full-time
Remote
Senior Level
5+ years expLife Line Screening is seeking a highly skilled Technical Financial Planning and Analysis Manager to join their Finance team. This role blends traditional financial analysis with advanced IT capabilities to drive automation, forecasting accuracy, and AI-powered insights.
Health CareMedical
No H1B
Responsibilities
Financial Modeling & Forecasting
Build and maintain complex, dynamic Excel models that update automatically with monthly actuals and KPIs
Integrate Excel models with Power BI datasets and accounting close outputs from Microsoft Business Central
Utilize DAX formulas to enhance the data in PowerBI and add them into key reports and visualizations
Use GenAI-guided formulas and Co-pilot features to enhance model intelligence and usability
Rebuild current financial models to streamline the update process and to incorporate automation and new tools e.g. Microsoft Dynamics
Design and implement automated workflows using Power Automate to streamline data refreshes and reporting cycles
Develop automation in the forecast and weekly reporting processes
Develop and deploy AI agents to summarize KPI trends, generate financial narratives, and support decision-making
Create intuitive dashboards and visualizations in Power BI to communicate financial performance and forecasts
Collaborate with Accounting and FP&A teams to ensure alignment on data sources, definitions, and reporting standards
Qualification
Required
Bachelor's degree in a Finance or Accounting with a preference for an MBA
5+ years of experience in financial planning and analysis with a strong usage of IT and tech systems
Expert-level proficiency in Microsoft Excel, including dynamic arrays, Power Query, and VBA/macros
Must have experience with writing DAX formulas and understanding how to publish PowerBI reports
Hands-on experience with Power BI, Power Automate, and Microsoft Business Central
Proven ability to build and maintain automated forecasting models
Experience with GenAI tools and Microsoft Co-pilot in financial workflows
Strong understanding of accounting close processes and KPI frameworks
Excellent communication and collaboration skills
Must be authorized to work in the U.S
Preferred
Experience with AI agent development or prompt engineering
Exposure to cloud-based data platforms and APIs
Background in financial systems integration or ERP automation
Company
Life Line Screening
Preventive Health Screening Services
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2005-05-16Private Equity
Leadership Team
Matt Miller
Chief Executive Officer
J
Joe Jahnke
CFO
Recent News
Company data provided by crunchbase