Financial Planning & Analysis (FP&A)

Financial Planning & Analysis (FP&A)

Department : Finance

Location : Corporate Office - Optalis Health & Rehabilitation (On-site)

Reports To : CFO

FLSA Status : Full-Time / Salary Exempt

Position Summary :

Financial Planning & Analysis (FP&A) is a strategic partner to both the finance and operations teams at Optalis. This role provides actionable financial insights through reporting, analysis, and forecasting to support decision-making and long-term planning. The FP&A will lead budgeting, financial modeling, operational reporting, and performance analysis across all facilities and business units. This position also plays a critical role in aligning financial outcomes with operational goals to ensure the financial health and sustainability of the organization.

Key Responsibilities :

Financial Planning & Operational Support

• Lead and coordinate the annual budgeting and monthly forecasting processes.
• Partner with operations leaders to understand census trends, labor performance, and cost controls.
• Translate complex financial data into digestible, decision-ready insights for operations, HR, and executive leadership.
• Create and maintain dashboards and business intelligence reports that tie financial outcomes to census and productivity KPIs.
• Perform scenario planning and multi-year financial modeling to support strategic decisions.
• Assist in developing capital planning and facility expansion / renovation forecasts.

Financial Management & Reporting

Employee Performance & Development

Organizational Competencies :

Functional Competencies :

Personal Attributes :

Qualifications Required

Education :

Experience :

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