Senior Manager Financial Planning Analysis

Company Description

Freedom Senior Services is a leading Medicaid-focused Home and Community-Based Services (HCBS) provider that enables individuals to maintain their independence by staying at home and connected to their communities. With over 20 locations across Kentucky, Indiana, Ohio, Pennsylvania, and Tennessee, the organization offers a range of services including Personal Home Care, Adult Day Healthcare, IDD Services, and Veterans Services. Known for its exceptional caregiver retention and cultural competency, Freedom Senior Services serves a diverse clientele, including a 60% ESL base. The company works closely with state Medicaid agencies and managed care organizations (MCOs) to deliver high-quality, compliant care. Its mission is to be the most trusted name in Medicaid-focused care.

Role Description

This is a full-time on-site role based in Louisville, KY, for a Senior Manager Financial Planning & Analysis Manager. The Senior FP&A Manager is a critical member of the Finance & Accounting team, responsible for driving the company’s financial planning, forecasting, and analytical functions. Reporting directly to the VP of Finance & Controller, this role leads the annual budgeting process, maintains ongoing liquidity monitoring, ensures compliance with debt covenants, and supports strategic decision-making through pro forma financial modeling. The ideal candidate brings a strong foundation in financial analysis, exceptional modeling skills, and the ability to communicate complex financial insights to senior management and other stakeholders.

Compensation & Benefits

• Competitive base salary ranging from $80,000 to $100,000, depending on experience
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and company holidays
• Professional development support

Responsibilities

Annual Budgeting

• Lead the development and coordination of the company’s annual operating budget, working cross-functionally with department heads to gather assumptions and align on targets.
• Build and maintain integrated budget models encompassing revenue, expenses, headcount, and capital expenditures.
• Present budget summaries and variance analyses to the VP of Finance & Controller and senior leadership.
• Maintain budget-to-actual tracking throughout the year, providing actionable insights on emerging trends.

13-Week Cash Flow Projections

• Develop, maintain, and update rolling 13-week cash flow forecasts to monitor near-term liquidity and identify potential shortfalls.
• Collaborate with Accounts Payable, Accounts Receivable, and Treasury functions to ensure accurate cash inflow and outflow assumptions.
• Present weekly cash position updates to the VP of Finance & Controller, highlighting risks and recommended actions.

Debt Compliance Reporting

• Prepare monthly, quarterly, and annual debt compliance certificates and covenant compliance packages in accordance with credit agreement requirements.
• Monitor financial covenants and proactively communicate compliance status, risks, and projections to senior management.
• Coordinate with legal and external lenders as needed to support reporting obligations and information requests.
• Maintain organized documentation of all compliance submissions and supporting schedules.

Pro Forma Financial Modeling

• Build dynamic pro forma financial models to evaluate the financial impact of new or expanding business lines, acquisitions, capital investments, and strategic initiatives.
• Develop scenario and sensitivity analyses to support management decision-making and board-level presentations.
• Partner with operational and business development teams to translate strategic assumptions into financial projections.

Special Projects & Ad Hoc Analysis

• Support senior management on special projects as assigned, including strategic planning, financial feasibility studies, investor reporting, and operational improvement initiatives.
• Prepare executive-level financial presentations, dashboards, and reports.
• Identify opportunities to enhance FP&A processes, tools, and reporting capabilities.
• Collaborate with the accounting team to ensure alignment between management reporting and the general ledger.

Qualifications

Education & Certification

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• MBA or CPA preferred.

Experience

• Minimum of 4–6 years of progressive FP&A or financial analysis experience in a corporate environment.
• Demonstrated experience owning an annual budgeting process and multi-week cash flow forecasting.
• Prior experience with debt compliance reporting or lender covenant packages strongly preferred.
• Experience in a mid-size corporate environment preferred.

Technical Skills

• Advanced proficiency in Microsoft Excel; experience building complex, multi-scenario financial models from scratch.
• Proficiency with ERP systems (e.g., NetSuite, Sage Intacct, or similar).
• Working knowledge of GAAP and financial statement relationships.

Core Competencies

• Exceptional analytical and financial modeling skills with a high degree of accuracy and attention to detail.
• Strong written and verbal communication skills; ability to distill complex financial data into clear, actionable insights for executive audiences.
• Self-directed and highly organized, with the ability to manage competing priorities and meet deadlines in a dynamic environment.
• Collaborative mindset with the ability to work effectively across finance, operations, and senior leadership.
• Highest standards of integrity and confidentiality in handling sensitive financial information.