FP&A Manager - Reporting and Automation

FP&A Manager – Reporting & Automation 

Location: Remote (U.S. preferred) 
Employment Type: Full-time 

About the Company 

Launched in 2018, OI Infusion aims to improve the patient and provider experience while simultaneously lowering costs for both providers and payers. The company operates both an infusion management service organization (MSO) and a network of multi-site ambulatory specialty infusion centers, called Novella. The MSO business line offers services such as staffing, managing operations, and revenue cycle operations for physician practices, enabling the specialty groups to provide infusion services to their patient base.  Today, we have nearly 20 clinics across the US. The Novella ambulatory specialty infusion centers, a recent addition to the business as of 2021, allow for the business to contract directly with payers and are a major lever for future growth. Since its inception, Novella has scaled to operate over 30 clinics in the New England region. 

Having grown in size and revenue to over $150M, OI Infusion has identified an exciting growth opportunity in the infusion space. The business is uniquely positioned to scale with the Novella business and is confident in the potential for the ambulatory specialty infusion centers to drive revenue growth over the next few years. 

About the Role 

We are seeking a forward-thinking FP&A Manager to lead and elevate our financial planning, reporting, and automation capabilities. This role is ideal for a finance professional who combines strong business acumen and accounting knowledge with a passion for using technology to streamline reporting and deliver actionable insights. 

You will play a central role in budgeting, forecasting, and financial analysis, while also driving process improvements and automation initiatives using Looker and SQL. This position is highly cross-functional and visible, supporting executive leadership with clear, data-backed financial insights. 

Key Responsibilities 

• Lead the company-wide budgeting, forecasting, and monthly reporting processes. 

• Build and maintain robust financial models and dashboards using Looker and SQL. 

• Deliver actionable insights through deep analysis of variances, trends, and performance drivers. 

• Design and automate scalable reporting tools to replace manual workflows. 

• Act as a key finance business partner to operations, marketing, and executive teams. 

• Develop and maintain a clear understanding of GAAP accounting principles to ensure accuracy across reports and forecasts. 

• Prepare financial materials for leadership and board-level reviews. 

• Identify, recommend, and implement process improvements across FP&A and related functions. 

• Serve as a mentor and informal leader to junior analysts or cross-functional collaborators. 

Required Qualifications 

• 6–10 years of experience in FP&A, strategic finance, or corporate accounting. 

• Proven experience leading financial planning cycles and delivering executive-ready reporting. 

• Strong understanding of GAAP accounting, including revenue recognition, accruals, and cost allocations. 

• Advanced Excel modeling skills and comfort with complex formulas and structures. 

• Hands-on experience with Looker (preferred, or PowerBI) for dashboard creation and performance tracking. 

• Proficient in SQL for querying financial and operational data sets. 

• Strong communication skills and ability to influence cross-functional teams. 

• Highly organized, detail-oriented, and capable of managing multiple priorities in a dynamic environment. 

Preferred Qualifications 

• Experience with ERP systems (e.g., NetSuite) and integration of financial data into reporting tools. 

• Exposure to scripting or workflow automation tools (e.g., Python, Alteryx) is a plus. 

• Prior experience working in high-growth, tech-forward, or data-intensive companies.  Healthcare experience is a plus. 

• Comfortable operating in a remote and asynchronous team environment. 

What Success Looks Like 

• Accurate, timely, and automated financial reporting delivered with confidence and clarity. 

• Scalable and well-documented forecasting models that adapt to business needs. 

• Executive team relies on your analysis to guide resource allocation and strategic decisions. 

• Manual workflows are replaced with sustainable, tech-enabled processes. 

• FP&A is viewed as a proactive, strategic partner across the organization.