Position Overview
This Financial Planning & Analysis role will support operational and strategic financial modeling of services for clients in Applied Behavior Analysis (ABA) therapy. This role provides hands‑on exposure to assignments involving ABA provider platforms, multi‑site operators, and healthcare services investors. This role will work with leadership to deliver rigorous monthly financial analysis, clinic financial materials, and support the annual budget and quarterly forecasting process in a fast‑paced, data‑driven environment. This is a process manager role--not people management.
Responsibilities
Financial Analysis & Modeling
- Build and maintain detailed financial models for ABA therapy businesses, including:
- Multi-dimensional income statements for budgets, forecasts and actuals
- Cashflow and Balance Sheet integration into budget/forecasting processes
- Capital investment model and asset tracking budget/forecast models
- Create and maintain internal operating forecasts, annual budget and non-financial models
- Monthly Lender reporting and ad hoc financial scenario requests
- Develop cost models to support budget/forecast inputs, including but not limited to labor models, operating expenses driver-based models & monthly allocation models
- Analyze and maintain income statements, balance sheets, and cash flows with attention to ABA Therapy‑specific drivers such as but not limited to:
- Revenue per client / per session and CPT code mix
- Clinician utilization and productivity
- Payor mix (commercial, government)
- Margin profiles at the site, service line, and clinician level
- De Novo and Same Store analytics and insights
- Revenue Cycle Management analytics
- Support monthly Clinic, Executive Management and Board of Directors reporting
- Maintain models and Cosmos system for monthly updates
- Support creation of the monthly presentation materials
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or similar required
- 5 - 8+ years of experience in FP&A, corporate finance, or strategic finance
- Experience in a PE-backed, multi-entity, or roll-up environment required
- Healthcare experience strongly preferred
- Experience with Business Central, Cosmos Reporting, Power BI, and Central Reach platforms preferred
- Comfortable working in a remote environment with occasional/light travel