Strategic Finance Manager

Clarity Clinic is an interdisciplinary group private practice of Psychiatrists, Psychiatric Advanced Practice Providers (PAs, NPs), Psychologists, and Therapists. Our mission is to thoughtfully guide the whole person on their journey to find clarity and mental wellness by providing exceptional holistic care. Our staff of Psychiatrists, Advanced Practice Providers and Psychotherapists offer the latest medication, psychological assessment, and therapy treatment as we help guide our patients toward mental wellness and a balanced personal and professional lifestyle. Our team offers a broad range of specialties, services, and orientations to support and help all people regardless of their place in life. This multidisciplinary approach allows us to provide holistic care in psychiatry, psychotherapy and much more.

We're redefining mental health care through our leading network of mental health providers, who thoughtfully guide the whole person on their journey to find clarity and mental wellness by providing exceptional psychiatry and therapy care. It's time to get the mental health care you deserve with our leading psychiatry (medication management) and talk therapy services.

•       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

•       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

•       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

•       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

•       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

•       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

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.

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.

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 

•       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

•       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)