Manager, Corporate FP&A

Clipboard Health

Clipboard Health

Posted on Wednesday, July 26, 2023

About the Role:

Our finance team is expanding to support our company's growth! Reporting to our VP of Finance, you will drive key corporate FP&A initiatives including reporting, consolidations, forecasting/budgeting as well as partnering with accounting to manage the month-end process. You will also work closely with the different functional leaders while developing and ensuring the accuracy of various financial models and forecasts that will drive operational and strategic decisions across the company.


  • Assess, implement, and maintain financial reporting systems, ensuring the efficient day-to-day operation of the FP&A activities through developing and managing all internal and external financial reports, forecasts, budgets, and mid and long-range plans
  • Build and maintain monthly forecasts, operating models, and scenario analyses that help steer the company and promote efficient capital allocation
  • Plan, coordinate, and execute the annual and long-term budgeting and planning processes
  • Perform detailed by-department budget and forecast vs. variance analyses and develop monthly reporting dashboards to automate the reporting process
  • Work closely with Accounting to ensure accurate and timely monthly financial reporting and close
  • Manage and improve weekly cash and cash flow forecasting
  • Plan, hire, and manage the corporate FP&A team as we scale
  • Implement and manage weekly headcount reporting, and eventually implement an automated reporting platform for headcount workflows and tracking
  • Partner with accounting to streamline spend management, PO workflows, and accrual reporting
  • Provide analyses and recommendations on financial and operational metrics to executive management to support decision-making
  • Serve as a key business partner and contributor to growth strategies, tactics, and mid and long-range planning


  • Bachelor’s degree or equivalent with a minimum of 3-5 years of work experience, with at least 3 years of experience in direct corporate FP&A roles
  • Advanced knowledge and understanding of GAAP financial reporting standards
  • Experience with assessment, implementation, and management of enterprise management platforms such as Mosaic, Cube, Vareto, Anaplan, Adaptive, etc…
  • Understand key components of cash flow, working capital, and AR/AP
  • Relentless sense of ownership, curiosity, and initiative
  • Ability to deconstruct complex problems and drive to a data-driven solution
  • Strong written communication skills. Effectively interacts with others at all levels internally and externally – within and outside of finance.
  • Ability to tailor communication to the audience to achieve desired results
  • Flexibility; ability to switch priorities on short notice