Strategic Finance Manager

Job Responsibilities

•       Own the annual budget end-to-end: build the driver-based model, coordinate inputs from site and department leaders, and tie it to real operational assumptions, including provider capacity, payer mix, ramp curves, and headcount plans

•       Lead the rolling monthly forecast, updating revenue, expense, and cash projections and surfacing risks and opportunities 60 to 90 days ahead

•       Own cash flow forecasting in partnership with the Controller, with specific attention to hiring timing and spend pacing

•       Build and maintain site-level P&Ls and provider capacity models that leadership uses to make staffing and growth decisions

Month-End Close & Accounting Operations

•       Own the monthly close process, including the close calendar, task assignments, and timely delivery of monthly financial statements in partnership with the Controller

•       Prepare and review journal entries, accruals, prepaids, and balance sheet reconciliations, and perform flux review of the P&L and balance sheet before results are finalized

•       Serve as the functional backup to the Senior Accountant, with the hands-on ability to complete close tasks, entries, and reconciliations independently in the Senior Accountant's absence

•       Maintain close checklists and documentation so the process is repeatable, auditable, and not dependent on any one person

•       Connect actuals to planning so close results flow directly into variance analysis and forecast updates

Data Extraction & Analysis

•       Go into AdvancedMD, Rippling, the general ledger, and other systems to pull the right data and answer the right questions. You're not waiting for someone to hand you a clean dataset

•       Identify what the data is saying, structure it into a clear analysis, and bring a point of view back to the Controller and executive team: not just the numbers but what they mean and what should happen next

•       Over time, surface questions and trends the business hasn't thought to ask yet. The best strategic finance work anticipates problems before they're visible to everyone else

Reporting & Variance Analysis

•       Deliver monthly variance analysis with written narrative and a P&L bridge, quantifying the financial impact of operational drivers and consolidating results for leadership

•       Partner with site and department leaders on operational KPI results: operators explain their own metrics, and this role quantifies the financial impact and ties it back to the P&L

•       Define reporting requirements and direct dashboard development with our BI team, covering provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit

•       Produce board and lender reporting packages that are forward-looking and decision-ready, not static financial statements

Financial Modeling & Decision Support

•       Build pro formas for de novo locations and service lines, including PHP/IOP, TMS, and Spravato

•       Model provider-level profitability (revenue, collections, utilization, and allocated costs) and provider compensation structures to identify what's working and what isn't

•       Produce scenario models for payer rate changes, capital planning, and incentive plan design

•       Turn executive questions into models and recommendations quickly. This is a hands-on modeling role, not a chief of staff or corporate development role

Data & Systems

•       Extract, clean, and connect data from AdvancedMD, Rippling, the general ledger, and other sources to support planning and reporting

•       Partner closely with our Data & Analytics team to translate demand forecasting and capacity outputs into financial projections and planning assumptions

•       Maintain clear definitions for core KPIs across the organization so finance and operations are speaking the same language

Other Duties

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform related duties, as assigned by their supervisor.

Core Competencies

The following competencies are required for this position and will be assessed during the hiring process, during the 90-day onboarding period, and as part of ongoing performance evaluation in accordance with Clarity Clinic's standards and Joint Commission requirements.

Technical & Functional Competencies

Financial Planning & Forecasting  Demonstrates the ability to build, own, and update driver-based financial models including annual budgets, rolling forecasts, site P&Ls, and cash flow projections. Produces work that is accurate, documented, and defensible without requiring supervisory reconstruction.

Month-End Close & Accrual Accounting  Demonstrates working knowledge of GAAP and accrual accounting and the hands-on ability to execute the monthly close, including journal entries, accruals, reconciliations, and flux review, independently and on schedule.

Data Extraction & Systems Proficiency  Demonstrates proficiency in extracting, cleaning, and structuring data from source systems including AdvancedMD, Rippling, and the general ledger. Has enough Power BI familiarity to define requirements and direct dashboard work. Operates independently in these systems without reliance on IT or data teams for routine pulls.

Healthcare Revenue Cycle Knowledge  Demonstrates working knowledge of CPT-driven revenue models, payer mix dynamics, reimbursement mechanics, provider ramp curves, and collections performance. Applies this knowledge directly to financial planning assumptions and variance analysis.

Financial Modeling & Decision Support  Demonstrates the ability to build pro formas, scenario models, and provider-level profitability analyses that support strategic decisions including de novo site evaluation, service-line economics, provider compensation design, and capital planning.

Reporting & Executive Packages  Demonstrates the ability to produce board and lender reporting packages that are forward-looking, narrative-driven, and accessible to non-financial stakeholders, and to direct supporting dashboard work.

Behavioral & Professional Competencies

Analytical Rigor  Produces accurate, assumption-tested models and draws defensible conclusions. Identifies the root cause of variances rather than reporting surface-level results. Validates drivers and stress-tests outputs before presenting findings.

Strategic Thinking  Connects financial insights to operational and growth strategy. Proactively models decisions before they become urgent and surfaces risks and opportunities ahead of the planning cycle.

Executive Communication  Communicates complex financial findings clearly and concisely in written and verbal form. Translates technical analysis into recommendations that non-financial stakeholders can act on.

Accountability & Ownership  Takes end-to-end responsibility for forecast quality, close timeliness, reporting accuracy, and follow-through. Initiates work without being prompted and delivers finished products rather than works in progress.

Collaboration & Operational Partnership  Works effectively across departments and functions to align metrics, definitions, and accountability. Maintains clear lane discipline when working alongside the Controller, Senior Accountant, Data & Analytics team, and operational leaders.

Adaptability & Problem Solving  Operates effectively in environments with imperfect or evolving data. Builds through ambiguity rather than waiting for perfect information and improves processes and definitions over time.

Professional & Ethical Conduct  Maintains confidentiality of financial, operational, and patient-adjacent data in accordance with Clarity Clinic policy and applicable regulatory requirements. Demonstrates integrity in all financial reporting, accounting, and modeling activities.

What We're Looking For

Must-Haves

•       4+ years of progressive experience in FP&A, strategic finance, investment banking, consulting, or transaction advisory, including at least 2 to 3 years in an operating FP&A role

•       Personally owned, not supported, an annual budget end to end, with department or site owners providing inputs to you

•       Owned a rolling forecast maintained monthly and presented to an executive team

•       Owned monthly variance analysis, including explaining results to non-finance leaders

•       Built a unit or site-level P&L model, ideally with ramp or maturity curves

•       Owned KPI definitions and a recurring reporting package, and built and presented at least one board or lender package

•       Hands-on month-end close experience and a working knowledge of accrual accounting, including preparing journal entries and reconciliations independently

•       Advanced Excel modeling skills: driver-based models, scenario analysis, sensitivity tables

•       Strong written communication. You can explain what the numbers mean and what to do about it

•       Comfortable operating in environments where data is imperfect and processes are still being built

•       Someone who brings answers and a point of view, not just completed tasks

Strong Differentiators

•       Investment banking, consulting, or transaction advisory experience

•       Multi-site healthcare services, behavioral health, or PE-backed healthcare platform background

•       AdvancedMD experience (significant plus)

•       Familiarity with payer mix dynamics, CPT-driven revenue models, and reimbursement mechanics

•       Power BI or comparable BI tool experience (Cognos, Tableau, Zoho)

•       Experience working alongside or translating outputs from data science or analytics teams

•       Rippling or comparable HRIS/payroll system experience

•       MBA, CPA, or CFA (nice to have, not required)

Compensation & Benefits

•       Competative Base Salary

•       Bonus Target: 10%

•       Fully remote with Chicago-area preference

•       Full comprehensive benefits package including health, dental, vision, EAP services and more

•       Monthly Wellness Reimbursement to promote your self-care routine & well-being

•       401k match up to 4%

•       Opportunities for growth and professional development

•       15 days of accrued PTO and up to 5 sick/wellness days

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to talk, hear, or effectively communicate with others. The employee is frequently required to stand, walk, sit, and use a keyboard. The employee must occasionally lift and/or move up to 25 pounds.We celebrate diversity when it comes to all backgrounds and identities, and we encourage applications from minorities, LGBTQ+ individuals, candidates of all ages, and nontraditional backgrounds. Clarity Clinic an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

Please stay alert to protect yourself from sophisticated job scams during the recruiting process. Only emails that come from claritychi.com are legitimate recruiting messages. Our HR Team will not send emails from other domains, or message you using WhatsApp or text messaging. We conduct all interviews by phone or video, and we will never ask you for money or to download software either during the interview process, credentialing or during our onboarding process. More tips from the FTC to avoid job scams: https://www.consumeraffairs.com/news/ftc-offers-tips-on-avoiding-job-scams-041321.html