Sr Manager, Financial Planning & Analysis (FP&A)

Accounting & Finance Dublin, Ohio


Description

Location: This position is located at our Dublin, OH campus with hybrid flexibility. 

 

Who we are

Founded in 1999 and headquartered in Central Ohio, we’re a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we’re on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost – that’s why we call ourselves Healthcare Warriors®.

 

We’re committed to building diverse and inclusive teams – more than 2,000 of us and counting – so if you’re excited about this position, we encourage you to apply – even if your experience doesn’t match every requirement.  

 

About the role

We are seeking a highly skilled and strategic Sr. Manager, FP&A to join our Finance team. This individual will serve as a key financial partner across the business, leading FP&A processes, including strategic financial planning, budgeting, re-forecasting and long-range planning. In addition, the Sr. FP&A manager will lead strategic finance responsibilities, including acquisition target modeling, post-acquisition performance tracking and new business initiative monitoring. This is a high-impact, hands-on role with significant exposure to senior leadership.

The Sr. Manager, FP&A will work side-by-side with the rest of the FP&A team as the company executes its growth and margin initiatives, with responsibility for building models, processes, and performance improvement tracking for continued growth and deployment of new products.

 

What you’ll do (Essential Responsibilities)

  • Lead the company’s long-range financial planning process, including strategic scenario modeling and sensitivity analyses.
  • Partner with senior leadership to align financial strategy with business objectives.
  • Drive the development of investment tracking (run rate and one-time spend) and transformation team initiatives to measure business plan progress and support data-driven decision making.

Forecasting & Consolidations

  • Work with the rest of the FP&A team and functional leaders to manage monthly, quarterly, and annual forecasting processes across multiple products and business units.
  • Lead forecast-to-actual variance analysis and bridge building, providing insights and commentary to executive leadership.
  • Consolidate and maintain accurate, timely financial models across departments and entities, including intercompany economics and eliminations.

Acquisition Modeling & Performance Tracking

  • Build and maintain financial models for newly acquired businesses and acquisition targets, including pro forma financials, enterprise synergy analysis, and integration cost impacts.
  • Provide post-acquisition financial tracking and performance analysis compared to deal underwriting model.

Team & Process Development

  • Design and implement scalable FP&A processes, tools, reporting structures and system integration.
  • Mentor and develop a high-performing FP&A team of managers and senior financial analysts.
  • Serve as a thought partner with functional leaders to support a diverse product and growth-oriented organization.
  • All other duties as assigned.

 

What you’ll bring (Qualifications)

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 7–10+ years of progressive experience in FP&A, corporate finance, investment banking, or management consulting.
  • Strong experience leading multi-product forecast models, performance tracking, strategic planning, and consolidated forecasting.
  • Advanced Excel and financial modeling skills
  • Experience and proficiency in planning software and systems optimization (e.g., Adaptive, Sage Intacct, Alteryx or similar) a plus.
  • Demonstrated ability to work independently and collaboratively in a fast-paced, high-growth environment.
  • Strong business acumen with exceptional analytical and communication skills.
  • Prior experience supporting executive leadership and working in a private equity back organization (sponsor reporting, cash flow and balance sheet modeling, etc.).
  • A high degree of personal accountability and trustworthiness, a commitment to working within Quantum Health’s policies, values and ethics, and to protecting the sensitive data entrusted to us. 
  • A high degree of personal accountability and trustworthiness, a commitment to working within Quantum Health’s policies, values and ethics, and to protecting the sensitive data entrusted to us.
  • Strong administrative/technical skills; Comfort working on a PC using Microsoft Office (Outlook, Word, Excel, PowerPoint), IM/video conferencing (Teams & Zoom), and telephones efficiently. 
  • Trustworthy and accountable behavior, capable of viewing and maintaining confidential information daily. 

 

 

 

#LI-AT1

#LI-Hybrid

 

 



What’s in it for you

  • Compensation: Competitive base and incentive compensation
  • Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more.
  • Retirement: 401(k) plan with up to 4% employer match and full vesting on day one.
  • Balance: Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more.
  • Development: Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development.
  • Culture: Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision.
  • Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more!


What you should know


  • Internal Associates: Already a Healthcare Warrior? Apply internally through Jobvite.
  • Process: Application > Phone Screen > Online Assessment(s) > Interview(s) > Offer > Background Check.
  • Diversity, Equity and Inclusion: Quantum Health welcomes everyone. We value our diverse team and suppliers, we’re committed to empowering our ERGs, and we’re proud to be an equal opportunity employer .

  • Tobacco-Free Campus: To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds.
  • Compensation Ranges: Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate’s unique combination of experience and qualifications related to the position.
  • Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship.
  • Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party.


Reasonable Accommodation: Should you require reasonable accommodation(s) to participate in the application/interview/selection process, or in order to complete the essential duties of the position upon acceptance of a job offer, click here to submit a recruitment accommodation request.



Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of Quantum Health will only contact you from an email address ending in @quantum-health.com. Quantum Health will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General.


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