Financial Planning and Analysis Manager

Job Description

Financial Planning & Analysis (FP&A) Manager

Location: Remote within the U.S.; the role must maintain a work schedule aligned with Eastern Time business hours and requires periodic travel to company headquarters in Sturgis, Michigan.

Department: Finance

Reports to: Head of Finance

About GT Independence

GT Independence is a national, mission‚Äëdriven Financial Management Services (FMS) organization supporting more than 55,000 people across the country in self‚Äëdirecting their long‚Äëterm services and supports. We help individuals hire the caregivers they trust while we handle payroll, taxes, billing, enrollment, and compliance ensuring people of all ages and abilities can live the life they choose.

Rooted in values of self‚Äëdetermination, integrity, respect, community, and professionalism, GT combines person‚Äëcentered service with innovative technology to make self‚Äëdirection simple and empowering.

Position Summary

The FP&A Manager is a key strategic partner responsible for driving financial clarity, performance, and insight across GT Independence. You will lead budgeting, forecasting, modeling, and reporting efforts that support decision‚Äëmaking in a multi‚Äëstate, multi‚Äëprogram environment.

This role blends analytical depth with strong business partnership, helping teams across GT from operations to technology to enrollment understand financial impacts, identify opportunities, and drive scalable, sustainable growth. It’s an ideal role for someone who thrives in a mission‑driven, high‑growth environment and enjoys transforming data into meaningful action.

Key Responsibilities

Financial Planning & Forecasting

• Lead GT’s annual budgeting process and quarterly forecasting while supporting multi-year financial planning.
• Build and maintain driver‚Äëbased forecast models aligned with enrollment, caregiver activity, wage trends, and operational realities.
• Partner with business leaders across the organization to align assumptions and develop accurate, data-driven forecasts.

Reporting & Business Insights

• Prepare monthly and quarterly reporting packages, including KPI dashboards, variance analysis, and narrative insights for leadership.
• Analyze revenue, margins, cost trends, and state‚Äëspecific program performance to highlight risks, opportunities, and operational improvements.
• Monitor and interpret financial outcomes tied to program transitions, state launches, and organizational initiatives.

Financial Modeling & Strategic Support

• Develop and refine financial models that support scenario analysis, pricing strategy, program economics, and long‚Äëterm planning.
• Provide financial analysis and modeling to support new initiatives, technology investments, and market expansion decisions.

Cross‚ÄëFunctional Partnership

• Work closely with operations, customer support, enrollment teams, technology, and government relations to translate financial data into actionable guidance.
• Support state transition efforts and organizational rollouts with performance monitoring and financial insights.

Process, Systems & Data Improvement

• Improve financial reporting processes, automate recurring analyses, and enhance data accuracy and availability.
• Assist with optimizing financial tools, systems, and workflows to support a scalable, technology‚Äëenabled FP&A function.

Qualifications

Required

• Bachelor‚Äôs degree in Finance, Accounting, Business, Economics, or related field.
• 5-7+ years of FP&A, financial modeling, budgeting, or similar analytical experience.
• Advanced Excel skills with demonstrated modeling expertise.
• Strong ability to interpret financial results and communicate insights to non‚Äëfinancial teams.
• Experience working cross‚Äëfunctionally and managing multiple priorities in a fast‚Äëpaced environment.

Preferred

• Background in healthcare services, Medicaid LTSS, FMS, or other regulated service environments.
• Experience supporting multi‚Äëstate or multi‚Äëentity operations.
• Familiarity with FP&A or ERP systems and reporting tools (e.g., Adaptive, Anaplan, Power BI, NetSuite).
• Passion for mission‚Äëdriven, person‚Äëcentered work.

Core Competencies

• Analytical & Financial Rigor
• Strategic Problem Solving
• Modeling & Forecasting Expertise
• Clear Communication & Data Storytelling
• Collaboration & Influence
• Process Improvement
• Integrity & Accountability
• Mission‚ÄëDriven Mindset

Why Join GT Independence?

At GT, you’ll contribute to work that truly matters helping individuals across the country live independently and on their own terms. You’ll join a collaborative, values‑driven organization known for exceptional service, innovative technology, and a deep commitment to community. As FP&A Manager, you’ll have a direct influence on GT’s growth and impact while shaping the financial visibility and operational performance of a rapidly expanding national organization.

Qualifications

Education

Required

Bachelors or better in Accounting or related field.

Bachelors or better in Business Administration or related field.

Experience

Required

5-7+ years of FP&A, financial modeling, budgeting, or similar analytical experience

Tagged as: Clari, Data Analysis, Excel, Financial Modeling, Forecasting, Power BI