Join us as we work to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.
Financial Planning and Analysis Manager
Position Summary
Help shape how athenahealth plans, forecasts, and communicates sales performance by turning complex data into clear insights and actionable recommendations. The FP&A Manager will partner closely with Sales and Finance leaders to support forecasting, budgeting, and executive-ready reporting. This role reports to the FP&A Director.
This position can either work from athenahealth’s headquarters located in Boston, MA or Remote in the United States.
Team Summary
The Financial Planning and Analysis (FP&A) team plays a critical role in an organization by providing financial insights and strategic guidance to support decision-making. Their primary responsibilities include budgeting, forecasting, and analyzing financial performance to help the company meet its financial goals. The team collaborates with various departments to gather data, build financial models, and conduct variance analysis to explain differences between actual results and forecasts.
Essential Job Responsibilities:
Develop financial models to support bookings outlook, scenario planning, and decision-making across key business initiatives.
Prepare the corporate quarterly bookings forecast and contribute to the annual budget and long-range plan, including detailing assumptions, risks, and opportunities.
Partner with Sales and cross-functional stakeholders to align pipeline, conversion, and bookings assumptions and improve forecast accuracy.
Analyze forecast-to-actual variances and performance drivers; translate findings into clear insights and recommended actions.
Create executive-ready presentations and written narratives that communicate results, trends, and outlook with clarity and appropriate context.
Maintain forecasting and reporting cadences, templates, and documentation to support consistency and auditability of outputs.
Evaluate data inputs and business logic for forecasting models, identifying gaps and coordinating improvements with relevant teams.
Support leadership decision-making by providing timely ad hoc analysis on bookings performance, sales productivity, and related metrics.
Integrate AI tools into forecasting and reporting workflows (e.g., drafting variance narratives, summarizing trends, accelerating scenario comparisons), validate outputs against source data, and share effective practices with teammates.
Document assumptions, methodologies, and changes to models to support continuity and stakeholder understanding.
Expected Education & Experience:
4+ years of progressive finance experience.
Exceptional financial analytics background with advanced modeling skills.
Bachelors’ degree in related field (MBA a plus).
Excellent Microsoft Office skills (primarily Excel).
Knowledge of Salesforce and/or Anaplan a plus.
Excellent verbal and written communication skills, including the ability to interface with people at all levels.
Ability to work in a fast-paced, demanding environment and the ability to multi-task.
Demonstrated ability to work with confidential information and to maintain strict confidentiality.
Willingness and ability to work extra hours if necessary
Expected Compensation
$108,000 - $184,000The base salary range shown reflects the full range for this role from minimum to maximum. At athenahealth, base pay depends on multiple factors, including job-related experience, relevant knowledge and skills, how your qualifications compare to others in similar roles, and geographical market rates. Base pay is only one part of our competitive Total Rewards package - depending on role eligibility, we offer both short and long-term incentives by way of an annual discretionary bonus plan, variable compensation plan, and equity plans.
About athenahealth
Our vision: In an industry that becomes more complex by the day, we stand for simplicity. We offer IT solutions and expert services that eliminate the daily hurdles preventing healthcare providers from focusing entirely on their patients — powered by our vision to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.
Our company culture: Our talented employees — or athenistas, as we call ourselves — spark the innovation and passion needed to accomplish our vision. We are a diverse group of dreamers and do-ers with unique knowledge, expertise, backgrounds, and perspectives. We unite as mission-driven problem-solvers with a deep desire to achieve our vision and make our time here count. Our award-winning culture is built around shared values of inclusiveness, accountability, and support.
Our DEI commitment: Our vision of accessible, high-quality, and sustainable healthcare for all requires addressing the inequities that stand in the way. That's one reason we prioritize diversity, equity, and inclusion in every aspect of our business, from attracting and sustaining a diverse workforce to maintaining an inclusive environment for athenistas, our partners, customers and the communities where we work and serve.
What we can do for you:
Along with health and financial benefits, athenistas enjoy perks specific to each location, including commuter support, employee assistance programs, tuition assistance, employee resource groups, and collaborative workspaces — some offices even welcome dogs.
We also encourage a better work-life balance for athenistas with our flexibility. While we know in-office collaboration is critical to our vision, we recognize that not all work needs to be done within an office environment, full-time. With consistent communication and digital collaboration tools, athenahealth enables employees to find a balance that feels fulfilling and productive for each individual situation.
In addition to our traditional benefits and perks, we sponsor events throughout the year, including book clubs, external speakers, and hackathons. We provide athenistas with a company culture based on learning, the support of an engaged team, and an inclusive environment where all employees are valued.
Learn more about our culture and benefits here: athenahealth.com/careers
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