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Financial Planning & Analysis (FP&A) Manager

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Job Description - Financial Planning & Analysis (FP&A) Manager

Work for a company where you make a difference in people’s lives every day!


At GT Independence, people are at the heart of everything we do. If you love your work, enjoy collaboration, and thrive on learning and innovation, you're in the right place. Join a mission-driven organization committed to helping individuals live independently while shaping the future of self-directed home and community-based care.


 


GT Independence has received national recognition as a great place to work, including the 2025 National Best & Brightest Companies to Work For Award and the Great Place to Work® Certification for 2025–2026.


 


Financial Planning & Analysis (FP&A) Manager


Location: Hybrid. Head Quarters is located in Sturgis, MI
Department: Finance
Reports to: Director of FP&A or Chief Financial Officer


 


About GT Independence


GT Independence is a national, mission‑driven Financial Management Services (FMS) organization supporting more than 55,000 people across the country in self‑directing their long‑term services and supports. We help individuals hire the caregivers they trust while we handle payroll, taxes, billing, enrollment, and compliance—ensuring people of all ages and abilities can live the life they choose.


Rooted in values of self‑determination, integrity, respect, community, and professionalism, GT combines person‑centered service with innovative technology to make self‑direction simple and empowering.


 


Position Summary


The FP&A Manager is a key strategic partner responsible for driving financial clarity, performance, and insight across GT Independence. You will lead budgeting, forecasting, modeling, and reporting efforts that support decision‑making in a multi‑state, multi‑program environment.


This role blends analytical depth with strong business partnership, helping teams across GT from operations to technology to enrollment understand financial impacts, identify opportunities, and drive scalable, sustainable growth. It’s an ideal role for someone who thrives in a mission‑driven, high‑growth environment and enjoys transforming data into meaningful action.


 


Key Responsibilities


Financial Planning & Forecasting



  • Lead GT’s annual budgeting process, quarterly forecast updates, and multi‑year financial planning cycles.

  • Build and maintain driver‑based forecast models aligned with enrollment, caregiver activity, wage trends, and operational realities.

  • Partner with leaders across departments to align assumptions and ensure accurate, data‑driven forecasts.


Reporting & Business Insights



  • Prepare monthly and quarterly reporting packages, including KPI dashboards, variance analysis, and narrative insights for leadership.

  • Analyze revenue, margins, cost trends, and state‑specific program performance to highlight risks, opportunities, and operational improvements.

  • Monitor and interpret financial outcomes tied to program transitions, state launches, and organizational initiatives.


Financial Modeling & Strategic Support



  • Develop and refine financial models that support scenario analysis, pricing strategy, program economics, and long‑term planning.

  • Provide analytical support for new initiatives, technology investments, and potential market expansions.


Cross‑Functional Partnership



  • Work closely with operations, customer support, enrollment teams, technology, and government relations to translate financial data into actionable guidance.

  • Support state transition efforts and organizational rollouts with performance monitoring and financial insights.


Process, Systems & Data Improvement



  • Improve financial reporting processes, automate recurring analyses, and enhance data accuracy and availability.

  • Assist with optimizing financial tools, systems, and workflows to support a scalable, technology‑enabled FP&A function.


 


Qualifications


Required



  • Bachelor’s degree in Finance, Accounting, Business, Economics, or related field.

  • 5-7+ years of FP&A, financial modeling, budgeting, or similar analytical experience.

  • Advanced Excel skills with demonstrated modeling expertise.

  • Strong ability to interpret financial results and communicate insights to non‑financial teams.

  • Experience working cross‑functionally and managing multiple priorities in a fast‑paced environment.


Preferred



  • Background in healthcare services, Medicaid LTSS, FMS, or other regulated service environments.

  • Experience supporting multi‑state or multi‑entity operations.

  • Familiarity with FP&A or ERP systems and reporting tools (e.g., Adaptive, Anaplan, Power BI, NetSuite).

  • Passion for mission‑driven, person‑centered work.


 


Core Competencies



  • Analytical & Financial Rigor

  • Strategic Problem Solving

  • Modeling & Forecasting Expertise

  • Clear Communication & Data Storytelling

  • Collaboration & Influence

  • Process Improvement

  • Integrity & Accountability

  • Mission‑Driven Mindset


 


Why Join GT Independence?


At GT, you’ll contribute to work that truly matters helping individuals across the country live independently and on their own terms. You’ll join a collaborative, values‑driven organization known for exceptional service, innovative technology, and a deep commitment to community. As FP&A Manager, you’ll have a direct influence on GT’s growth and impact while shaping the financial visibility and operational performance of a rapidly expanding national organization.


 

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About the Company

Gt Independence Careers

Self-direction means you choose who provides your long-term care and how you want to receive it. We make it easier with the Caregiver app, GT Portal, and more.

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