Financial Planning & Analysis Manager

<p>Manager, Financial Planning & Analysis</p> <p><strong>Location: </strong>Remote</p> <p><strong>About Theoria</strong></p> <p><a href="https://theoriamedical.com/careers"><strong>Theoria Medical</strong></a> is leading the charge in healthcare innovation and quality of care - offering a unique blend of medical excellence and technological advancement, serving the post-acute sector. Our network includes multispecialty physician services covering skilled nursing facilities across the country.</p> <p>At Theoria Medical, our mission is rooted in compassion, innovation, and a commitment to excellence in senior healthcare. We prioritize integrity and transparency in all we do, fostering trust with our patients, their families, and partners. Our culture emphasizes collaboration across Theoria and partner facilities, focusing solely on patient outcomes. We operate without ego - united by a shared dedication to doing what’s right for those in our care.</p> <p><strong>About the position</strong></p> <p>We are seeking a driven and experienced professional to lead enterprise-wide reporting initiatives that drive strategic decision-making and business transformation. This role will partner closely with executive leadership and cross-functional stakeholders to deliver actionable insights, establish reporting standards, and support organizational performance objectives.</p> <p>The ideal candidate will have a strong financial background, extensive experience building and managing reporting frameworks, and the ability to translate complex data into meaningful business recommendations. Success in this role requires exceptional collaboration skills, technical proficiency across multiple systems and databases, and the ability to influence business outcomes through data-driven insights.</p> <p><strong>Requirements</strong></p> <p><strong>Required Qualifications</strong></p> <ul> <li>Bachelor's degree in Finance, Accounting, Business Administration, Economics, Data Analytics, or a related field; equivalent relevant experience may be considered.</li> <li>5+ years of progressive experience in FP&A, corporate finance, business analytics, strategic finance, or enterprise reporting.</li> <li>Demonstrated experience with budgeting, forecasting, variance analysis, KPI development, financial modeling, and executive-level reporting.</li> <li>Advanced proficiency in Microsoft Excel and PowerPoint, with the ability to build accurate models, dashboards, and leadership-ready presentations.</li> <li>Experience developing scalable reporting frameworks and using business intelligence or reporting tools such as Power BI, Tableau, Looker, or similar platforms.</li> <li>Working knowledge of ERP, accounting, planning, data warehouse, and/or relational database environments; ability to partner with IT and data teams to validate reporting outputs.</li> <li>Strong analytical judgment and ability to translate complex operational and financial data into clear business insights and recommendations.</li> <li>Excellent written and verbal communication skills, including the ability to present to executive leadership and cross-functional stakeholders.</li> <li>Strong project management, attention to detail, and ability to manage multiple priorities in a fast-paced, remote environment while maintaining confidentiality and accuracy.</li> </ul> <p><strong>Preferred Qualifications</strong></p> <ul> <li>Healthcare, physician services, or multisite operations experience.</li> <li>Prior experience leading reporting governance, process improvement, analytics transformation, or cross-functional finance initiatives.</li> <li>Experience with SQL, data modeling, or planning tools such as Adaptive, Anaplan, Vena, NetSuite Planning, Workday, Oracle, or similar systems.</li> <li>CPA, CFA, MBA, master's degree, or other relevant advanced credential.</li> </ul> <p>Employee must be able to perform the essential functions of this position satisfactorily, with or without a reasonable accommodation. Theoria Medical conducts criminal background checks and pre-employment drug testing on all candidates upon acceptance of a contingent offer.</p>

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...