What are the responsibilities and job description for the Manager, Financial Planning and Analysis (On-Site) position at Northbay Healthcare?
Job Description
At NorthBay Health, Manager of Financial Planning & Analysis (FP&A) is responsible for leading the organization’s budgeting, forecasting, financial modeling, and performance analysis processes. This role provides actionable financial insights to senior leadership, supports strategic decision-making, and ensures alignment between financial plans and organizational objectives. The Manager partners cross-functionally to drive financial discipline, operational efficiency, and long-term value creation.
PRIMARY JOB DUTIES / RESPONSIBILITIES
Financial Planning & Forecasting
Lead the annual budgeting process, including development of operating and capital budgets
Oversee rolling forecasts and long-range financial planning models
Establish assumptions, validate inputs, and ensure alignment with strategic priorities
Provide variance analysis (budget vs. actual, forecast vs. actual) with clear commentary and recommendations
Financial Analysis & Reporting
Develop and deliver monthly financial reporting packages for executive leadership
Analyze financial performance, trends, and key drivers (volume, revenue, expense, margin)
Build and maintain financial models to support scenario planning and business cases
Identify risks and opportunities and recommend corrective actions
Business Partnership
Collaborate with operational and clinical (if healthcare) leaders to understand performance drivers
Translate financial data into actionable insights for non-financial stakeholders
Support business initiatives, capital investments, and cost optimization efforts
Act as a trusted advisor to department leaders on financial performance and planning
Process Improvement & Systems
Enhance FP&A processes, tools, and reporting capabilities for accuracy and efficiency
Drive standardization of financial reporting and KPI frameworks
Support implementation and optimization of financial systems (e.g., ERP, budgeting tools)
Ensure data integrity and consistency across reporting platforms partnering with other departments as needed
Team Leadership
Manage, mentor, and develop FP&A analysts and senior analysts
Establish team goals, performance expectations, and development plans
Foster a culture of accountability, continuous improvement, and analytical rigor
Collaborative Relationships
- Ability to think and act independently but also works effectively as a member of a team. Works collaboratively with leaders across the organization, and others to gather feedback/research and execute business operations strategies.
- Supports multi-disciplinary collaborative practice with other health care disciplines. Promotes collegial relationships based on mutual respect and support.
- Participates in multi-disciplinary committees within the organization and the community that focus on patient care issues.
- Promotes and supports standardization within the organization for like services, including policies, procedures, practices, equipment and supplies.
Qualifications
Education: Bachelor’s degree in Finance, Accounting, Economics, or related field. MBA or CPA preferred.
Experience: Five years of progressive experience in FP&A, corporate finance, or related field. Prior supervisory or leadership experience preferred. Experience in healthcare or similarly complex, regulated environments preferred.
Skills: Experience using computer networks, mainframes and microcomputers, proficiency with Microsoft Office Suite (Outlook, Word, Excel, Access, PowerPoint), general ledger applications, budgeting and projection software, capital budgeting and tracking software, cost accounting applications and data warehousing. Experience in working with the Axiom budget and capital tool is desired. Knowledge of GAAP and financial guidelines governing the operation of healthcare providers (OSHPD, Medicare Reimbursement, etc.). Ability to work in a dynamic team environment and share accountability for team outcomes. Demonstrates effective time management, ability to balance workload and complete projects within agreed upon deadlines. Effectively communicates and cooperates in a professional manner with staff and leadership. Ability and desire to work on complex analyses. Proactive participation in planning to improve accountability, effectiveness, and working relationships.
Standards of Performance: Demonstrate performance by adhering to established policies and procedures and exhibiting the defined characteristics associated with attendance and punctuality
Physical Effort: Attendance is an essential function of the job. 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 accommodation may be made to enable individuals with disabilities to perform the essential functions.
Hours of work: Days – full-time Monday through Friday. Start and end times, and other hours of work, are subject to business needs.
About Us
Interpersonal Skills and Values
Demonstrates NorthBay Health’s True North Values: Nurture Care, Own It, Respect Relationships, Build Trust, and Hardwire Excellence. These values guide behavior, accountability, teamwork, and commitment to high-quality patient care.
Why NorthBay Health
NorthBay Health is an independent, nonprofit health system serving the Napa, Solano, and Yolo County regions. We are expanding access to care across our communities through two acute-care hospitals, including a Level II Trauma Center and a Level III NICU maternity unit, along with a cancer center, urgent care locations, and a growing network of primary and specialty care clinics.
We provide advanced services in cardiovascular care, neuroscience, orthopedics, surgery, and outpatient specialties. NorthBay Health is nationally recognized for quality care, including Magnet with Distinction designation for nursing and multiple U.S. News and World Report high performing recognitions.
We are committed to being the trusted healthcare partner of choice and offer an environment where employees can grow, contribute meaningfully, and support the health of our communities.
NorthBay Health Benefits Options
NorthBay Health offers a comprehensive benefits package based on established eligibility requirements. Benefits may include medical, dental, and vision insurance, life, disability, and long-term care coverage, paid time off including vacation, sick leave, holidays, and bereavement, a 403(b) retirement plan with employer match, education reimbursement for eligible roles, professional development and training programs, Employee Assistance Program, wellness programs, recognition programs, shift differentials, and market-based compensation review and increases subject to approval and organizational performance.
Compensation Structure
NorthBay Health uses a structured compensation framework. Staff-level positions use a step-based system (Steps 1–5) based on years of directly related experience, with Step 5 representing 20 or more years of experience in the role. Manager level and above positions are paid a fixed annual base salary and are eligible for a variable incentive compensation plan. Physician compensation is structured based on specialty and role requirements.
Remote Work Disclosure
NorthBay Health is primarily an onsite organization due to the nature of healthcare. Some roles may allow hybrid or remote work based on business needs.
Remote work is not supported in Washington, Ohio, Wyoming, North Dakota, Puerto Rico, the U.S. Virgin Islands, or outside of the United States.
Notice to Recruitment Agencies
NorthBay Health utilizes a managed service provider (MSP) for agency partnerships and is not currently engaging external recruiting firms outside of established agreements. We do not accept unsolicited resumes or third-party candidate submissions. Please do not contact NorthBay Health employees, leaders, physicians, or hiring managers regarding recruitment or job postings.
More Information
Visit NorthBay Health Careers for recruitment FAQs and additional information.
Job Info
Job Category:Management
Degree Level:
Job Shift:Day