Financial Planning & Analysis Manager

Hazel Health is the nation's largest virtual provider of school-based healthcare services, and has been recognized by Fast Company as “one of the world’s most innovative places to work” in 2023.

By partnering with districts and health plans across the country, Hazel transforms schools into the most accessible front door to physical and mental healthcare. Today, Hazel's diverse team of licensed providers deliver therapy and medical services virtually (in school or at home) to over four million K-12 students — regardless of their insurance status or ability to pay. Hazel aims to remove all barriers to the mental and physical health care that children need to thrive: in school, at home, and in life.

Helping students and their families feel better takes a team of smart, dedicated people. As an integral member of the Hazel team, you will

• Make an Impact: Work with a team that is increasing equitable access to quality health care experiences for students and their families.
• Enable Scale: Work with a team that is building and professionalizing a high growth high impact social enterprise.
• Feel Valued: Work with a team that is being compensated competitively, developed professionally, and celebrated frequently for making a meaningful difference.

Check us out at Hazel Health Careers.

The Role:

As the Financial Planning & Analysis Manager, you will have a critical position in scaling one of the fastest-growing private companies in the US. Hazel Health is the market leader, with 2-3x year-over-year growth for multiple years in a row. The FP&A manager will be part of a small and highly strategic team that is close to Hazel’s key initiatives, overseeing strategic financial analysis, budgeting, long-term planning, research, forecasts and financial model build outs. In this role, you will have visibility into the operations of a high-impact startup and will play an integral role in Hazel’s success. This role is perfect for those ready for a rewarding opportunity with the potential to grow quickly in the organization.

Location: Remote

What You’ll Do:

• Manage the company’s financial planning software (Anaplan), driving process improvements, enhancing reporting capabilities, and ensuring seamless workflows for business partners
• Lead the development of financial forecasts & budgets, ensuring alignment with company strategy and operational objectives
• Prepare and present executive-level financial reports and dashboards that provide clear, actionable insights to support data-driven decision making
• Take full ownership of projects and financial analysis through to final recommendations and presentations to leadership
• Lead the annual budgeting, forecasting, and long-range strategic planning processes, partnering closely with functional leaders to ensure accurate and timely submissions
• Build dynamic financial models, KPI dashboards, and scenario analyses that inform business planning decisions
• Develop strong cross-functional partnerships with business leaders, facilitating regular financial reviews and acting as a strategic thought partner to drive performance improvement
• Continuously improve financial reporting tools, forecasting methodologies, and dashboard capabilities to enhance accuracy, transparency, and usability for stakeholders.
• Partner with accounting, revenue cycle management, and operational teams to ensure financial data accuracy and resolve discrepancies
• Drive initiatives to enhance forecasting accuracy, process automation, and financial systems integration.

What Excites Us:

We are looking for diverse individuals who want to support our mission and values.

• 4-6 years experience in financial analytics, forecasting and model build out
• 2+ years in strategic finance at a high growth technology start up or health care company
• Experience with financial planning software, Anaplan strongly preferred
• Bachelor’s degree in Finance, Accounting, Economics or a related field
• Experience building out end-to-end financial models from scratch
• Excellent analytical, diagnostic and problem-solving skills
• Proficiency to develop systems’ reports, queries and forecasting models

If you’re excited about this role but your past experience doesn’t align with every qualification in the job description, we encourage you to apply anyway.

Total compensation for this role is market competitive, with a base salary range of $130,000-$155,000, a 401k match, healthcare coverage, paid time off, stock options, and a broad range of other benefits and perks. Review our benefits at Hazel Health Benefits.

We believe talent is everywhere, and so is opportunity. While we have physical offices in San Francisco and Dallas, we have embraced working remotely throughout the United States. While some roles may require proximity to our San Francisco or Dallas offices, remote roles can sit in any of the following states: AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, IA, KY, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, and WI. Please only apply if you live and work full-time in one of the states listed above or plan to relocate to one of these states before starting your employment with Hazel. State locations and specifics are subject to change as our hiring requirements shift.

We are committed to creating a diverse, inclusive and equitable workplace. Hazel Health values the minds, experiences and perspectives of people from all walks of life. We are proud to value diversity and be an equal opportunity employer. Hazel will consider qualified applicants with an arrest or conviction record for employment in accordance with state and local laws and "fair chance" ordinances. For all Hazel positions, a criminal background check is required following a contingent offer of employment. Learn more about working with us at Hazel Health Life.

#LIRemote