Lead Financial Planning & Analysis (FP&A) Analyst

Overview

Company Summary

If you are searching for a fulfilling place to develop your career and an opportunity to make a difference in helping others, then keep reading on. Here at AAC, we have a progressive culture; we listen to your ideas, value a work/life balance, invest in education, and we foster trust and respect for all individuals. Our exceptional comp and strong benefits include 401K, medical, dental, vision and life insurance. We are looking for our future leaders, who are not only going to fill the qualifications for this job description, but who are going to exceed expectations. Be a part of a team whose mission is to provide quality, compassionate, and innovative care to adults struggling with addiction and co-occurring mental health disorders. Our purpose and passion are to empower patients, their families, and our communities by helping individuals achieve recovery and optimal wellness of the mind, body, and spirit.

Responsibilities

Job Summary:

The Lead FP&A Analyst supports the company’s strategic and financial objectives by providing high-quality data analysis, modeling, and reporting. This role collaborates closely with the Director of FP&A, Director of Finance Analytics, and internal stakeholders to support the budgeting, forecasting, variance analysis, and KPI reporting processes. This position is ideal for a highly analytical individual with strong business acumen and an interest in the healthcare industry.

 

Key Responsibilities:

Budgeting, Forecasting & Modeling

• Assist in the preparation of annual operating and capital budgets across departments and facilities.
• Support the monthly re-forecasting process by updating models with current data and assumptions.
• Build and maintain detailed financial models (e.g., revenue, labor, cost models) for pro forma analysis and scenario planning.

Reporting & Analysis

• Prepare Monthly Operating Reports (MORs) comparing actuals to budget and forecast, with variance analysis and commentary.
• Track and analyze KPIs related to patient volume, census, revenue, staffing, and expenses.
• Develop ad hoc reports and dashboards for financial and operational leaders.

Data Integrity & Systems Support

• Partner with IT and Accounting to ensure data accuracy across Adaptive, UKG, EHRs, and other data sources.
• Help validate and automate dashboards within Power BI or Tableau as directed by the Director
• Assist with data mining, normalization, and presentation for executive summaries or board materials.

Cross-Functional Collaboration

• Work directly with finance, accounting, business development, and clinical operations to gather inputs for forecasts and budgets.
• Participate in strategic planning sessions by contributing analytical insights and supporting documentation.

Project Support

• Contribute to financial analysis for strategic initiatives, M&A modeling, and payer contract reviews.
• Support Director of FP&A with materials for quarterly board presentations or lender communications.

Qualifications

Education & Experience:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field preferred; four years of relevant work experience will be considered in lieu of undergraduate degree preference.
• CPA, CFA, or MBA preferred but not required.
• 3–6 years of relevant experience in FP&A, investment banking, healthcare finance, or related fields.
• Prior experience in multisite healthcare or behavioral health setting preferred.
• Strong understanding of income statements, balance sheets, and cash flow modeling.
• Advanced Excel and financial modeling skills required, including proficiency with Power BI or Tableau required.
• Experience with Adaptive, UKG, and NetSuite preferred.
• Familiarity with SQL or other data querying tools is a plus.

Individual Traits that will lead to Success

• Strong analytical, problem-solving, and communication skills.
• Detail-oriented with the ability to manage multiple deadlines.
• Professional demeanor and ability to handle sensitive financial data with discretion.
• Natural curiosity to challenge status quo and investigate trends unprompted

Physical Requirements

AAC is committed to principles of equal opportunities for all employees.  The Company will provide reasonable accommodations that are necessary to comply with State and Federal disability discrimination laws.

• Prolonged sitting at a desk
• Must be able to li