Senior Manager, Financial Planning & Analysis

About the Company:

Octave is a modern behavioral health practice creating a new standard for care delivery that’s both high-quality and accessible. With in-person and virtual clinics in multiple states, the company offers evidence-based individual, couples, and family therapy, while pioneering relationships with payers to make care more affordable through insurance. By raising the bar on how care is delivered and how providers are supported, we are building a sustainable system that values equity, affordability, and effectiveness.

About the Role:

This person will lead our financial planning and analysis, collaborating closely with cross-functional stakeholders to provide essential financial transparency, insight, and guidance to drive strategy. With a focus on financial modeling, data visualization, variance analysis, and financial reporting. Your responsibilities will include supporting decision-making and driving process efficiency, as well as core FP&A functions such as forecasting, budgeting, reporting, and ad-hoc analysis.

Responsibilities Include:

• Drive the financial planning processes, providing insightful analysis, and supporting strategic decision-making to achieve Octave’s business objectives.
• Assist with the monthly presentation of the company’s overall income statement, balance sheet and cash flow actual results, comparisons to budget and forecast, and provide meaningful variance analysis to identify trends analyze the impact of proposed business decisions.
• Partner with senior management to develop long-term strategic plans and financial targets, ensuring alignment with organizational goals and objectives.
• Deliver ongoing business planning and support the development and execution of annual budgeting and ongoing forecasting processes, including revenue, expenses, and capital expenditures.
• Provide in-depth financial analysis, including variance analysis, trend analysis, and performance metrics, to support decision-making and drive business performance; proactively highlighting risks and opportunities.
• Prepare and present regular financial reports, dashboards, and presentations for senior leadership, highlighting key insights and actionable recommendations.
• Drive continuous improvement in financial processes, systems, and reporting to enhance efficiency, accuracy, and effectiveness.
• Identify opportunities to streamline workflows, automate manual processes, and implement best practices in financial planning and analysis.
• Compiles departmental  operating budget and ensures accountability with functional leaders via monthly comparisons of actual results versus budgets.
• Reviews and approves all new headcount requests and job offers to ensure compliance with budgets.
• Works with functional leaders and creative planning around unbudgeted spend and how to ensure dollars can be offset.
• Facilitates investor and financial institution reporting as required.

Preferred Qualifications:

• Prefer 6+ years of progressive experience in financial planning and analysis roles at a high growth pre-IPO startup environment, experience in behavioral health or healthcare service sector preferred. 
• Prefer 6+ years advanced Excel modeling skills, and a general curiosity for data & insights; proficiency in google sheets, google slides & Netsuite budgeting preferred.
• Experience with Mergers & Acquisitions analysis preferred.
• Strong analytical skills and proficiency in financial modeling, forecasting, and variance trend analysis.
• Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial audiences.
• Ability to work independently, detail-oriented, and execution focused.
• A comfort level in working in collaboration with senior executives.
• Highly team oriented, and comfortable leading cross-functional projects.
• Ability to perform multiple tasks and prioritize as needed.

Octave's Company Values: 

The below values drive our day-to-day operations.

• We’re human beings first. We operate with empathy and kindness – with our clients, with our collaborators, and with ourselves.
• People deserve better than status quo. We’re willing to tackle the intractable problems, no matter how big, because someone should. We ask big questions, we craft big solutions, and we challenge ourselves and others to make it happen.
• No bystanders. No stars. No tourists. Each person has been selected to be here, and with that comes a responsibility to bring your expertise, share your ideas, and help make this company better.
• Partnership paves the path ahead. We don’t operate in a silo, internally or externally. To transf