Financial Planning & Analysis Manager

Kyle Clarke with Robert Half in Buffalo, NY is looking for an experienced Financial Planning & Analysis Manager to lead financial oversight for a healthcare provider in Buffalo, NY. This role combines hands-on ownership of planning activities with leadership across reporting, forecasting, and budget management. The ideal candidate will bring strong analytical judgment, a command of financial modeling, and the ability to translate data into recommendations for operational and strategic decisions.

Responsibilities:

• Direct the company’s budgeting cycle, including annual planning, periodic reforecasts, and ongoing alignment with business objectives.

• Build and maintain financial models that evaluate revenue trends, operating performance, and future business scenarios.

• Prepare accurate monthly, quarterly, and year-end financial reports for leadership review and decision support.

• Monitor cash position and financial results, identifying variances and recommending actions to improve performance.

• Partner with department leaders to develop assumptions, track spending, and strengthen accountability to budget targets.

• Analyze key financial and operational indicators to uncover trends, risks, and opportunities across the organization.

• Support the integrity of financial processes by reinforcing internal controls and adherence to accounting policies and standards.

• Produce rolling forecasts and revenue projections using reliable data, business inputs, and planning tools such as Adaptive Insights.

• Deliver clear financial insights and presentations that help senior leadership make informed strategic decisions.

• 5+ years of experience in financial planning, analysis, accounting, or a related corporate finance function.
• Strong background in budgeting, forecasting, and long-range financial planning within a business environment.
• Demonstrated expertise in financial modeling, variance analysis, and interpretation of performance metrics.
• Experience preparing monthly forecasts, revenue forecasts, and rolling forecasts for management use.
• Proficiency with planning and reporting tools, including Adaptive Insights or similar financial systems.
• Solid understanding of financial statements, cash flow analysis, and corporate finance principles.
• Advanced spreadsheet and analytical skills with the ability to organize complex financial data effectively.
• Strong communication skills and the ability to collaborate with cross-functional stakeholders and senior leaders.