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Financial Planning and Analysis Manager

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Onsite

Financial Planning and Analysis Manager

IndeVets

Financial Planning and Analysis Manager

Skills

SQL QueriesTableauAIFinancial PlanningPower BI

21 days ago

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Important information


Contract type:

Permanent

Location:

Philadelphia, PA, USA

Work mode:

Onsite

Published on:

5 October 2026

What they need


Who We Are

Company Name : IndeVets

Industry : Veterinary Staffing

Our Mission : To revolutionize veterinary staffing by creating meaningful, flexible careers for veterinarians while delivering exceptional, reliable talent to hospitals, bringing balance and harmony to both sides of the care equation.

Why Join IndeVets : Join a fast-growing, values-driven company at the forefront of reshaping how veterinary medicine works. Work with passionate, talented people who care deeply about quality medicine and doctor well-being.

Role Snapshot

Job Title : Manager of Financial Planning & Analysis

Department : Finance

Reports to : CFO

Location : Philadelphia, PA / Hybrid

What’s This Role All About?

FP&A at IndeVets isn’t a reporting function. It’s the team leadership turns to when we’re deciding what to try next, and the one that tells us honestly whether it worked. As Manager of FP&A, you’ll lead the planning engine for the company (budgets, forecasts, long-range plans, and monthly business reviews) using a rich operating dataset and an AI-augmented toolkit that many finance teams are still only talking about.

Why This Role, Why Now

  • FP&A is changing fast, and we’re leaning in. We’re early adopters of AI tools that augment the FP&A role and process. FP&A roles are evolving quickly, and here you’ll have the support and the mandate to accelerate that shift at a company that’s already embracing the benefits.
  • The data is already here. We have a strong set of data to support analytics, trending, and management of the business. You’ll spend your time on insight, not chasing down numbers.
  • We like to try new things. IndeVets embraces change and isn’t afraid to try new things. We look to FP&A to lead and support those decisions with thoughtful analysis: what to try, how to measure it, and when to double down or move on.
  • A partner, not just a backer. We’re backed by a supportive, collaborative private equity group that’s invested in our growth and in building a best-in-class finance function.
  • Your work gets seen. This role has direct exposure to the leadership team and our PE partners. Your models and recommendations land where decisions get made.

Key Responsibilities

  • Own the plan. Build and run driver-based budgets, rolling forecasts, the long-range plan, and monthly business reviews that tie financial results to the operational levers behind them.
  • Turn data into decisions. Translate financial and operational data across scheduling, recruiting, sales, and HR into trends, visualizations, and clear recommendations that leaders act on.
  • Lead the analysis behind change. Model scenarios, benchmark, and build the business case for new initiatives, then measure the results, so our appetite for trying new things is matched by rigor in evaluating them.
  • Accelerate AI adoption in finance. Find where AI can automate, augment, or reimagine FP&A work (data prep, forecasting, variance commentary, ad-hoc analysis), put it into practice, and set the standard for how the team uses it well.
  • Be a trusted voice in the room. Prepare and present materials for the leadership team and our private equity partners, and be the person they call with the follow-up question.

We’re Looking for Someone Who Embodies

  • Smart and clever. You find the simplest model that answers the question and know when good enough is good enough.
  • Approachable. Operations and recruiting leaders come to you early because you make finance easy to work with.
  • Confident. You stand behind your numbers in front of leadership and our investors, and you’re quick to say what you don’t know yet.
  • Knowledgeable. You keep up with how FP&A and AI are evolving and bring what you learn back to the team.
  • Empathetic. You remember that behind every metric is a doctor, a partner hospital, or a teammate, and that shapes your recommendations.

What You Bring to the Table

Required :

  • Bachelor’s degree in finance, accounting, economics, or a related field, or equivalent experience
  • 8+ years of progressive finance experience, including 3+ years focused on FP&A
  • Advanced Excel modeling skills, including driver-based and scenario models
  • Strong technical and data skills, with comfort working in large datasets and BI tools (SQL, Power BI, Tableau, or similar)
  • Hands-on experience using AI tools (such as Claude, ChatGPT, or Copilot) in analytical or finance work
  • Experience leading analysts or owning a planning process end-to-end
  • Excellent written and verbal communication, including presenting to senior leaders

Preferred :

  • Experience in a private equity-backed company, including board and investor reporting
  • Background in staffing, healthcare services, veterinary, or other multi-site service businesses

What’s in It for You

Base Salary : $150,000

Performance Bonus : Annual target of 15% of base salary

Equity : Eligible for equity participation (details provided during the interview process)

Perks : Remote flexibility (hybrid in Philadelphia, PA for local candidates), generous PTO, professional development budget, and the opportunity to make a real dent in the universe.

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