Operations FP&A Manager

About the role

Collective Health is seeking an experienced financial professional to oversee operational financial planning and analysis. You will manage budgeting, forecasting, and strategic financial reporting to support our internal business functions. In this capacity, you will be responsible for leading the financial planning and analysis processes specifically for operational departments across the organization. You will build and maintain complex financial models designed to track performance and identify key financial trends over time. You will partner with department heads to collaboratively manage budgets and provide in-depth variance analysis to explain deviations from plan. You will prepare comprehensive financial reports and executive-level presentations that clearly communicate the operational financial health of the business. You will support long-term strategic planning initiatives by providing accurate, timely, and data-driven insights to leadership. You will drive fiscal accountability by working closely with operational teams to ensure financial targets are understood, monitored, and achieved.

Key facts

What you'll do

• Lead the financial planning and analysis processes specifically for operational departments to ensure accuracy and timeliness.
• Build and maintain complex financial models to track operational performance, identify trends, and forecast future financial outcomes.
• Partner with department heads to collaboratively manage budgets and provide detailed variance analysis to explain differences between actual and planned results.
• Prepare financial reports and executive-level presentations that distill complex data into clear, actionable insights for leadership.
• Support long-term strategic planning through robust data-driven insights that evaluate the financial implications of operational decisions.
• Perform in-depth analysis of operational costs, revenue drivers, and resource allocation to optimize financial performance across departments.
• Collaborate with cross-functional teams to gather inputs, validate assumptions, and integrate operational data into financial models and reports.
• Monitor key performance indicators and financial metrics to assess operational efficiency and support continuous improvement initiatives.
• Develop scenario analyses and sensitivity models to evaluate the financial impact of potential operational changes or market conditions.
• Ensure all financial processes, reports, and models adhere to established standards for accuracy, transparency, and compliance.
• Act as a subject matter expert on operational finance to guide teams in understanding the financial impact of their activities.
• Contribute to the development and enhancement of financial reporting frameworks to improve clarity and decision-making across the organization.
• Support ad-hoc analysis and special projects requested by executive leadership to address urgent or strategic business questions.
• Foster a culture of financial discipline by promoting best practices in budgeting, forecasting, and operational financial management.

Requirements

• Proven experience in financial planning and analysis within a corporate setting demonstrating a track record of delivering accurate financial insights.
• Strong proficiency in financial modeling and data analysis with the ability to construct and manipulate complex financial models effectively.
• Ability to communicate financial concepts to non-financial stakeholders in a clear, concise, and impactful manner.
• Experience working with operational teams to drive fiscal accountability and ensure alignment between financial targets and operational execution.
• Demonstrated expertise in budgeting, forecasting, and variance analysis to support strategic decision-making processes.
• Solid understanding of financial reporting principles and generally accepted accounting practices relevant to operational finance.
• Strong attention to detail and analytical rigor to ensure accuracy in financial models, reports, and data analysis.
• Proven ability to manage multiple priorities and deadlines in a fast-paced, dynamic operational environment.
• Experience with data reporting software to extract, analyze, and visualize operational financial data is essential.
• Bachelor's degree in Finance, Accounting, or a related field required; advanced degree or relevant certification is preferred.
• At least five years of progressive experience in financial planning and analysis roles within a corporate or operational setting.
• Demonstrated history of collaborating effectively with cross-functional teams to achieve shared financial and operational objectives.
• Strong proficiency in spreadsheet software and enterprise financial systems used for budgeting and forecasting activities.
• Willingness to adapt to evolving business needs and support the financial priorities of the organization as they develop.

Practical notes

The role is full-time, and the position is based in Lehi, Utah. This position does not include any specific compensation details in the available source information. There are no details regarding expected working hours, travel requirements, visa sponsorship information, or application deadlines provided in the source materials. Applicants are encouraged to submit their materials in a timely manner and prepare to discuss their experience in operational financial planning, analysis, and modeling during the interview process. The successful candidate will be expected to integrate seamlessly with existing finance and operational teams to support the ongoing financial health and strategic growth of the organization. This position requires a high level of professionalism, integrity, and the ability to manage confidential financial information with discretion. You will be expected to contribute to a collaborative and data-focused environment where financial insights directly influence operational decision-making. The role offers the opportunity to work on impactful financial initiatives that drive efficiency and clarity across the business.