Senior Manager Financial Planning & Analysis
Job Description
As a leading provider of outcomes-driven care for individuals and communities living with chronic conditions, Somatus is helping patients across the country enjoy More Healthy Days at Home™.
Care at Somatus goes beyond treatment. Through a whole‑person approach, we deliver outcomes‑driven integrated care and show up #SomatusStrong for our patients and teammates. We partner closely with health plans, health systems, and provider groups to support patients with, or at risk of developing, cardio, kidney, metabolic, or other chronic conditions.
We hire the brightest and boldest — talent driven by purpose and impact. Since our founding in 2016, our growth trajectory isn’t just a milestone — it’s a signal. Our leadership values culture and leads with intention as we remain dedicated to driving clinical excellence.
Does this sound like you? Keep reading.
How We’ll Support You:
We offer 25+ health, growth, and wealth work perks to help teammates be the best version of themselves, including:
- Subsidized personal healthcare coverage: Medical, Dental & Vision, plus Wellness programs
- Paid Time Off: Flexible PTO
- Professional development: CEU and tuition reimbursement
How You'll Make an Impact:
The Senior Manager of Financial Planning & Analysis (FP&A) is responsible for leading the company’s multi-year financial planning process and delivering strategic insights that shape long-term business decisions. This role partners closely with executive leadership, business unit leaders, and corporate functions to develop forward-looking financial models, scenario analyses, and capital allocation strategies that drive sustainable growth.
The ideal candidate is a strategic thinker with strong financial acumen, advanced modeling skills, and the ability to translate complex data into actionable recommendations.
Lead the development and execution of the company’s long-range financial plan (3–5+ years), including revenue, expenses, capital investments, and cash flow projections
Partner with senior leadership to align financial plans with corporate strategy and business priorities
Develop and maintain robust financial models to assess growth opportunities, market scenarios, and strategic initiatives
Conduct scenario planning and sensitivity analysis to evaluate risks and opportunities
Executive Decision Support
- Provide strategic insights and recommendations to C-suite and senior leadership
- Present long-range plans, key assumptions, and risks to executive leadership and Board (as applicable)
- Support capital allocation decisions, including investments, M&A, and resource prioritization
Cross-Functional Collaboration
- Partner with business unit leaders, operations, and corporate functions to gather inputs and validate assumptions
- Drive alignment between long-range planning and annual budgeting/forecasting processes
Financial Modeling & Analysis
- Build and maintain complex financial models that integrate operational, financial, and market data
- Analyze industry trends, competitive landscape, and macroeconomic factors impacting long-term outlook
- Monitor performance against long-range plans and provide variance analysis
Process Improvement & Governance
- Enhance planning processes, tools, and systems to improve accuracy, efficiency, and scalability
- Establish standardized methodologies, assumptions, and modeling frameworks
- Ensure data integrity and consistency across planning cycles
Team Leadership (if applicable)
- Lead, mentor, and develop FP&A team members
- Foster a high-performance, collaborative culture within the finance organization
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
How You'll Strengthen Our Team:
Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or related field
8–12+ years of progressive experience in FP&A, corporate finance, or strategic finance
Advanced financial modeling and analytical skills
Proven experience in long-range planning or strategic financial planning
Preferred Qualifications:
- MBA, CPA, CFA or other advanced certification
- Experience in a large, complex organization or high-growth environment
- Familiarity with planning tools such as Workday Adaptive Planning
- Experience supporting executive leadership or Board-level presentations
Knowledge, Skills, and Abilities:
- Excellent communication and presentation skills with executive presence
- Strategic thinking and business acumen
- Advanced financial modeling and forecasting
- Strong problem-solving and analytical skills
- Ability to influence and partner cross-functionally
- Executive communication and storytelling with data
- High level of ownership and accountability
Success Measures
- Accuracy and reliability of long-range financial projections
- Quality and impact of strategic insights provided to leadership
- Alignment between financial plans and business strategy
- Improved planning processes and efficiencies
- Stakeholder satisfaction across executive and business teams
Physical Requirements:
- Hybrid or in-office (as applicable)
- Fast-paced, collaborative finance environment with high visibility to senior leadership
Our Commitment to Diversity:
At Somatus, we celebrate what makes us unique — our people. We believe that a culture intentionally built to foster and support our unique passions, experiences, and perspectives helps fuel us in the pursuit of our mission.
Somatus, Inc. provides equal employment opportunity to all individuals regardless of race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by law. Discrimination of any type will not be tolerated.
Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or related field
8–12+ years of progressive experience in FP&A, corporate finance, or strategic finance
Advanced financial modeling and analytical skills
Proven experience in long-range planning or strategic financial planning
Preferred Qualifications:
- MBA, CPA, CFA or other advanced certification
- Experience in a large, complex organization or high-growth environment
- Familiarity with planning tools such as Workday Adaptive Planning
- Experience supporting executive leadership or Board-level presentations
Knowledge, Skills, and Abilities:
- Excellent communication and presentation skills with executive presence
- Strategic thinking and business acumen
- Advanced financial modeling and forecasting
- Strong problem-solving and analytical skills
- Ability to influence and partner cross-functionally
- Executive communication and storytelling with data
- High level of ownership and accountability
Success Measures
- Accuracy and reliability of long-range financial projections
- Quality and impact of strategic insights provided to leadership
- Alignment between financial plans and business strategy
- Improved planning processes and efficiencies
- Stakeholder satisfaction across executive and business teams
Physical Requirements:
- Hybrid or in-office (as applicable)
- Fast-paced, collaborative finance environment with high visibility to senior leadership
The Senior Manager of Financial Planning & Analysis (FP&A) is responsible for leading the company’s multi-year financial planning process and delivering strategic insights that shape long-term business decisions. This role partners closely with executive leadership, business unit leaders, and corporate functions to develop forward-looking financial models, scenario analyses, and capital allocation strategies that drive sustainable growth.
The ideal candidate is a strategic thinker with strong financial acumen, advanced modeling skills, and the ability to translate complex data into actionable recommendations.
Lead the development and execution of the company’s long-range financial plan (3–5+ years), including revenue, expenses, capital investments, and cash flow projections
Partner with senior leadership to align financial plans with corporate strategy and business priorities
Develop and maintain robust financial models to assess growth opportunities, market scenarios, and strategic initiatives
Conduct scenario planning and sensitivity analysis to evaluate risks and opportunities
Executive Decision Support
- Provide strateg