Financial Planning & Analytics (FP&A) Manager

About Clarity Clinic

Clarity Clinic is an interdisciplinary group private practice of Psychiatrists, Psychiatric Advanced Practice Providers (PAs, NPs), Psychologists, and Therapists. Our mission is to thoughtfully guide the whole person on their journey to find clarity and mental wellness by providing exceptional holistic care. Our staff of Psychiatrists, Advanced Practice Providers and Psychotherapists offer the latest medication, psychological assessment, and therapy treatment as we help guide our patients toward mental wellness and a balanced personal and professional lifestyle. Our team offers a broad range of specialties, services, and orientations to support and help all people regardless of their place in life. This multidisciplinary approach allows us to provide holistic care in psychiatry, psychotherapy and much more.

We’re redefining mental health care through our leading network of mental health providers, who thoughtfully guide the whole person on their journey to find clarity and mental wellness by providing exceptional psychiatry and therapy care. It’s time to get the mental health care you deserve with our leading psychiatry (medication management) and talk therapy services.

What You'll Own

Forecasting & Budgeting

Build and maintain the annual budget model — driver-based, dynamic, and tied to real operational assumptions including provider capacity, payer mix, ramp curves, and headcount plansLead the rolling monthly forecast, updating revenue, expense, and cash projections and surfacing risks and opportunities 60–90 days aheadOwn cash flow forecasting in partnership with the VP, with specific attention to hiring timing and spend pacing

Data Extraction & Analysis

Go into AdvancedMD, Rippling, and other systems to pull the right data and answer the right questions — you're not waiting for someone to hand you a clean datasetIdentify what the data is saying, structure it into a clear analysis, and bring a point of view back to the VP — not just the numbers but what they mean and what should happen nextOver time, surface questions and trends the business hasn't thought to ask yet — the best financial planning and analytics work anticipates problems before they're visible to everyone else

Reporting & Variance Analysis

Deliver monthly variance analysis with written narrative — not just numbers but the operational story behind themBuild and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visitProduce board and executive reporting packages that are forward-looking and decision-ready, not static financial statements

Financial Modeling & Decision Support

Build pro formas for new locations, new service lines, and provider compensation structuresModel provider-level profitability — revenue, collections, utilization, and allocated costs — to identify what's working and what isn'tProduce scenario models for payer reimbursement changes, capital decisions, and incentive plan design

Data & Systems

Extract, clean, and connect data from AdvancedMD, Rippling, and other sources into Power BI reportingPartner closely with our Data Scientist — take their demand forecasting and capacity outputs and translate them into financial projections and planning assumptionsMaintain clear definitions for core KPIs across the organization so finance and operations are speaking the same language

Other Duties

The above job description is not intended to be an all-inclusive list of duties and standards of the position.  Incumbents will follow any other instructions and perform related duties, as assigned by their supervisor.  Core Competencies

The following competencies are required for this position and will be assessed during the hiring process, during the 90-day onboarding period, and as part of ongoing performance evaluation in accordance with Clarity Clinic's standards and Joint Commission requirements.

Technical & Functional Competencies

Financial Planning & Forecasting Demonstrates the ability to build, maintain, and update driver-based financial models including annual budgets, rolling forecasts, and cash flow projections. Produces work that is accurate, documented, and defensible without requiring supervisory reconstruction.Data Extraction & Systems Proficiency Demonstrates proficiency in extracting, cleaning, and structuring data from source systems including AdvancedMD, Rippling, and Power BI. Operates independently in these systems without reliance on IT or data teams for routine pulls.Healthcare Revenue Cycle Knowledge Demonstrates working knowledge of CPT-driven revenue models, payer mix dynamics, reimbursement mechanics, provider ramp curves, and collections performance. Applies this knowledge directly to financial planning assumptions and variance analysis.Financial Modeling & Decision Support Demonstrates the ability to build pro formas, scenario models, and provider-level profitability analyses that support strategic decisions including new location evaluation, provider compensation design, and capital investment cases.Reporting & Data Visualization Demonstrates the ability to build and maintain Power BI dashboards and produce board-ready reporting packages that are forward-looking, narrative-driven, and accessible to non-financial stakeholders.

Behavioral & Professional Competencies

Analytical Rigor Produces accurate, assumption-tested models and draws defensible conclusions. Identifies the root cause of variances rather than reporting surface-level results. Validates drivers and stress-tests outputs before presenting findings.Strategic Thinking Connects financial insights to operational and growth strategy. Proactively models decisions before they become urgent and surfaces risks and opportunities ahead of the planning cycle.Executive Communication Communicates complex financial findings clearly and concisely in written and verbal form. Translates technical analysis into recommendations that non-financial stakeholders can act on.Accountability & Ownership Takes end-to-end responsibility for forecast quality, reporting accuracy, and follow-through. Initiates work without being prompted and delivers finished products rather than works in progress.Collaboration & Operational Partnership Works effectively across departments and functions to align metrics, definitions, and accountability. Maintains clear lane discipline when working alongside the Data Scientist and other functional partners.Adaptability & Problem Solving Operates effectively in environments with imperfect or evolving data. Builds through ambiguity rather than waiting for perfect information and improves processes and definitions over time.Professional & Ethical Conduct Maintains confidentiality of financial, operational, and patient-adjacent data in accordance with Clarity Clinic policy and applicable regulatory requirements. Demonstrates integrity in all financial reporting and modeling activities.

What We're Looking For

Must-Haves

3+ years in FP&A, strategic finance, or financial modeling with progressively increasing ownershipPersonally built and maintained a full budget and rolling forecast cycle — not supported someone else who did itDemonstrated ability to go into source systems, extract data, and structure it into meaningful analysis without being told exactly howAdvanced Excel modeling skills — driver-based models, scenario analysis, sensitivity tablesHands-on Power BI experience preferred — you build and maintain dashboards, you don't request themStrong written communication — you can explain what the numbers mean and what to do about itComfortable operating in environments where data is imperfect and processes are still being builtSomeone who brings answers and a point of view, not just completed tasksExperiences with data systems (PowerBi, Cognos, Tableau, Zoho), Power BI not requiredSome experience with P&L/payroll/operational inputs

Strong Differentiators

AdvancedMD experience (significant plus)Multi-site outpatient healthcare, behavioral health, or medical group backgroundFamiliarity with payer mix dynamics, CPT-driven revenue models, and reimbursement mechanicsExperience working alongside or translating outputs from data science or analytics teamsRippling or comparable HRIS/payroll system experienceCompensation & BenefitsBase Salary: $95,000 – $120,000 depending on experience and qualificationsBonus Target: 10%Fully remote with Chicago-area preferenceFull comprehensive benefits package including health, dental, vision, EAP services and moreMonthly Wellness Reimbursement to promote your self-care routine & well-being 401k match up to 4%Opportunities for growth and professional development15 days of accrued PTO and up to 5 sick/wellness days

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to talk, hear, or effectively communicate with others. The employee is frequently required to stand, walk, sit, and use a keyboard. The employee must occasionally lift and/or move up to 25 pounds. 

We celebrate diversity when it comes to all backgrounds and identities, and we encourage applications from minorities, LGBTQ+ individuals, candidates of all ages, and nontraditional backgrounds. Clarity Clinic an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

Please stay alert to protect yourself from sophisticated job scams during the recruiting process. Only emails that come from claritychi.com are legitimate recruiting messages. Our HR Team will not send emails from other domains, or message you using WhatsApp or text messaging. We conduct all interviews by phone or video, and we will never ask you for money or to download software either during the interview process, credentialing or during our onboarding process. More tips from the FTC to avoid job scams: https://www.consumeraffairs.com/news/ftc-offers-tips-on-avoiding-job-scams-041321.html 

The pay range for this role is:95,000 - 120,000 USD per year(Chicago, IL)