Senior Manager, Financial Planning & Analysis, Orlando Florida

The Senior Manager, Financial Planning & Analysis ("Senior FP&A Manager") is a key financial leader responsible for driving enterprise-level financial planning, forecasting, and strategic analysis across the organization. This role partners closely with executive leadership, Finance, Accounting, Commercial, and Operations teams to deliver insightful financial intelligence that informs strategic decision-making, optimizes profitability, and supports sustainable growth.
This individual owns complex, consolidated financial models; leads the development of operating plans and long-range forecasts; provides executive-level reporting and recommendations; and mentors and develops a high-performing FP&A team. The Senior FP&A Manager is expected to operate with a high degree of autonomy, influence cross-functional stakeholders, and continuously improve financial processes, systems, and governance.
Key Responsibilities
Strategic Financial Leadership

Own and continuously enhance the consolidated three-statement operating model, ensuring accuracy, scalability, and alignment with business strategy
Serve as a trusted financial advisor to the VP of Finance, CFO, and senior leadership by providing clear insights, scenario analysis, and recommendations to support strategic initiatives and capital allocation decisions
Lead enterprise-wide forecasting and long-range planning efforts, incorporating business drivers, market dynamics, and operational assumptions
Forecasting, Budgeting & Performance Management

Direct the preparation of annual budgets, rolling forecasts, and multi-year strategic plans in partnership with divisional and functional leaders
Oversee monthly, quarterly, and annual operating reports, including executive-level dashboards, KPIs, and variance analyses with actionable insights
Proactively identify financial risks and opportunities, recommend mitigation strategies, and track execution against approved plans
Revenue, Profitability & Commercial Partnership

Partner with Commercial leadership to analyze sales pipeline, client performance, pricing, and growth trends to ensure accurate and forward-looking revenue projections
Lead program and project profitability modeling, evaluating margin performance, return on investment, and scalability across the portfolio
Collaborate with Operations to analyze implementation and ongoing project costs, refining cost drivers and improving profitability transparency
Team Leadership & Development

Lead, mentor, and develop a team of FP&A professionals, setting clear expectations, fostering accountability, and supporting career growth and succession planning
Review and challenge analytical outputs to ensure high standards of accuracy, clarity, and business relevance
Promote a culture of continuous improvement, learning, and collaboration within the Finance organization
Process Improvement & Systems Enablement

Evaluate and recommend enhancements to financial systems, models, and reporting processes to improve efficiency, automation, controls, and scalability
Lead or support finance transformation initiatives, including system implementations, reporting standardization, and process redesign
Partner with internal stakeholders to establish and implement best practices that enhance decision-useful financial insights
Capital Planning & Special Projects

Support the development, evaluation, and ongoing monitoring of CAPEX and large-scale project budgets, including post-investment reviews
Lead complex ad hoc financial analyses, business cases, and executive presentations related to growth initiatives, cost optimization, and strategic investments
Perform other duties as required to support the effective operation and strategic objectives of the Finance function
Requirements
Required

Bachelor's degree in Accounting, Finance, Economics, or a related analytical field
6-8+ years of progressive experience in FP&A, corporate finance, or a similar analytical role, including ownership of complex three-statement financial models
Demonstrated experience leading budgeting, forecasting, and profitability analysis in a dynamic, fast-paced environment
Advanced Excel and financial modeling skills; strong executive-level PowerPoint and data visualization capabilities
Strong knowledge of GAAP, financial reporting, and internal controls
Proven ability to manage multiple priorities, influence cross-functional partners, and deliver high-quality results under tight deadlines
Preferred

Experience with NetSuite, Oracle, or comparable ERP systems
Experience with valuation modeling, capital allocation, or M&A support
Healthcare, SaaS, or services-based industry experience
Experience with project costing and complex margin structures
Core Competencies

Strategic Thinking & Business Acumen
Executive Communication & Financial Storytelling
Advanced Financial Modeling & Analysis
Leadership & People Development
Cross-Functional Collaboration & Influence
Change Management & Process Optimization
Judgment, Ethics & Integrity
Innovation & Continuous Improvement
Benefits

Supportive, progressive, fast-paced environment
Competitive pay structure
Matching 401(k) with immediate vesting
Medical, dental, vision, life, & short-term disability insurance
AssistRx, Inc. is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, religion, color, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or other non-merit based factors, or any other protected categories protected by federal, state, or local laws.
All offers of employment with AssistRx are conditional based on the successful completion of a pre-employment background check.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Sponsorship and/or work authorization is not available for this position.
AssistRx does not accept unsolicited resumes from search firms or any other vendor services. Any unsolicited resumes will be considered property of AssistRx and no fee will be paid in the event of a hire