Financial Planning and Analysis Manager

Join us as we work to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all. 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.

About the Team

Our Financial Planning and Analysis (FP&A) team plays a critical role by providing financial insights and strategic guidance to support decision-making. We are a diverse group of dreamers and do-ers, united as mission-driven problem-solvers with a deep desire to achieve our vision. Our award-winning culture is built around shared values of inclusiveness, accountability, and support.

About the Role

As a Financial Planning and Analysis Manager, you will help shape how athenahealth plans, forecasts, and communicates sales performance by turning complex data into clear insights and actionable recommendations. You will partner closely with Sales and Finance leaders to support forecasting, budgeting, and executive-ready reporting. This role reports to the FP&A Director and offers the flexibility to work from our Boston headquarters or remotely within the United States.

Our Culture and Commitment

Our talented employees, or "athenistas," spark the innovation and passion needed to accomplish our vision. We prioritize diversity, equity, and inclusion in every aspect of our business, from attracting a diverse workforce to maintaining an inclusive environment for our partners, customers, and the communities where we work. We encourage a better work-life balance with flexibility, recognizing that not all work needs to be done within an office environment. While in-office collaboration is critical, we enable employees to find a balance that feels fulfilling and productive for each individual situation.

Equal Opportunity

We consider qualified applicants regardless of background. Learn more about our commitment to equal opportunity at athenahealth.com/careers/equal-opportunity.

Work location

Work model: Hybrid

228, Pleasant Street, Coolidge Corner, North Brookline, Brookline, Norfolk County, Massachusetts, 02446, United States

Brookline, Massachusetts

Key Responsibilities

check_circleDevelop financial models to support bookings outlook and scenario planning
check_circlePartner with Sales and cross-functional stakeholders to improve forecast accuracy
check_circleAnalyze forecast-to-actual variances and translate findings into actionable insights
check_circleCreate executive-ready presentations and narratives to communicate results and trends
check_circleMaintain forecasting cadences, templates, and documentation for consistency
check_circleSupport leadership decision-making with timely ad hoc analysis on sales metrics
check_circleIntegrate AI tools into forecasting workflows and validate outputs against source data
check_circleDocument assumptions, methodologies, and model changes to ensure stakeholder understanding
check_circleEvaluate data inputs and business logic to identify gaps and coordinate improvements

Requirements

verified4+ years of progressive finance experience
verifiedBachelors' degree in related field
verifiedMBA a plus
verifiedExcellent Microsoft Office skills (primarily Excel)
verifiedKnowledge of Salesforce and/or Anaplan a plus

Nice to Have

MBA degree. Knowledge of Salesforce and/or Anaplan.

Benefits & Perks

check_circleHealth and financial benefitscheck_circleCommuter supportcheck_circleEmployee assistance programscheck_circleTuition assistanceEmployee resource groups

Skills, education and keywords

Skills: Microsoft Office, Excel, Salesforce, Anaplan.

Education: Bachelor's degree in related field required; MBA preferred.

Frequently asked questions about Financial Planning and Analysis Manager at athenahealth

What does a Financial Planning and Analysis Manager at athenahealth do?expand_more

In this Financial Planning and Analysis Manager at athenahealth role, you will develop financial models to support bookings outlook and scenario planning; partner with sales and cross-functional stakeholders to improve forecast accuracy; analyze forecast-to-actual variances and translate findings into actionable insights; and create executive-ready presentations and narratives to communicate results and trends.

What are the requirements for this Financial Planning and Analysis Manager role?expand_more

athenahealth is looking for candidates who meet the following requirements: 4+ years of progressive finance experience; Bachelors' degree in related field; MBA a plus; Excellent Microsoft Office skills (primarily Excel); and Knowledge of Salesforce and/or Anaplan a plus.

Where is the Financial Planning and Analysis Manager role at athenahealth located?expand_more

Financial Planning and Analysis Manager at athenahealth is based in 228, Pleasant Street, Coolidge Corner, North Brookline, Brookline, Norfolk County, Massachusetts, 02446, United States. This is a hybrid role.

Is this Financial Planning and Analysis Manager job remote, hybrid, or on-site?expand_more

athenahealth has listed this Financial Planning and Analysis Manager role as hybrid.

How much experience is required for this Financial Planning and Analysis Manager role?expand_more

Financial Planning and Analysis Manager at athenahealth typically requires 4+ years of relevant experience at the mid level level.

What skills do you need for the Financial Planning and Analysis Manager role at athenahealth?expand_more

Key skills for Financial Planning and Analysis Manager at athenahealth include Microsoft Office; Excel; Salesforce; and Anaplan.

What education is required for Financial Planning and Analysis Manager at athenahealth?expand_more

Educational requirements for this role: Bachelor's degree in related field required; and MBA preferred.

What category does the Financial Planning and Analysis Manager role belong to?expand_more

Financial Planning and Analysis Manager at athenahealth is part of the accounting & finance job category on Recrutus.