Manager, FP&A
Manager, Financial Planning & Analysis
Location: Remote (with occasional travel as needed)
Department: Finance
Reports To: SVP of Finance
About Annie Aesthetic
Annie Aesthetic is a private equity-backed platform focused on partnering with leading medical aesthetics and wellness practices across the United States. We work alongside our clinic partners to provide operational, financial, and strategic support that enables sustainable growth and exceptional patient experiences.
Position Summary
The Manager, FP&A serves as a key business partner within the finance organization. This role combines strategic finance, budgeting and forecasting, lender and investor reporting, compliance oversight, and special project leadership. Reporting directly to the SVP of Finance, this individual will help drive financial planning processes, support executive decision making, coordinate compliance activities, and assist with growth initiatives, acquisitions, and operational improvement projects.
Key Responsibilities
Strategic Finance & Planning
• Lead the annual budgeting process across clinics and corporate functions
• Develop and maintain monthly and quarterly forecasts
• Analyze financial results and provide variance explanations
• Build financial models to support operational and strategic decisions
• Develop KPI reporting and business performance dashboards
• Partner with operational leaders to improve financial visibility and accountability
Executive, Board & Lender Reporting
• Prepare monthly management reporting packages
• Support board, investor, and executive reporting
• Prepare recurring lender reporting packages
• Monitor debt covenant calculations and compliance requirements
• Develop ad hoc analyses to support strategic initiatives
Compliance & Governance
• Maintain a centralized compliance calendar
• Coordinate business licenses, registrations, and recurring filing requirements
• Assist with insurance renewals and information requests
• Support internal control documentation and governance initiatives
• Partner with accounting and operational leaders to ensure regulatory compliance activities are completed timely
Strategic Projects
• Support acquisition due diligence and integration efforts
• Coordinate cross-functional initiatives and special projects
• Assist with implementation of finance systems and process improvements
• Participate in automation and business transformation initiatives
• Support scalability and operational efficiency projects across the organization
Qualifications
Required
• Bachelor's degree in Accounting, Finance, or related field
• 5+ years of experience in finance, FP&A, accounting, consulting, or corporate finance
• Advanced Excel and financial modeling skills
• Strong analytical, organizational, and project management capabilities
• Experience preparing executive-level reporting and presentations
• Strong communication skills with the ability to work across all levels of the organization
Preferred
• Healthcare, medical aesthetics, dental, veterinary, multi-site retail, or private equity-backed company experience
• Experience with budgeting, forecasting, lender reporting, and compliance tracking
• NetSuite experience
• Experience supporting acquisitions, integrations, or strategic initiatives
Success Measures
• Deliver timely and accurate budget and forecast updates
• Improve visibility into key business drivers and KPIs
• Ensure accurate and timely lender reporting
• Strengthen compliance tracking and governance processes
• Support strategic growth initiatives and acquisitions
• Become a trusted business partner to finance and operational leadership
Manager, FP&A
Location: Remote (with occasional travel as needed)
Department: Finance
Reports To: SVP of Finance
Location: Remote (with occasional travel as needed)
Department: Finance
Reports To: SVP of Finance
About Annie Aesthetic
Annie Aesthetic is a private equity-backed platform focused on partnering with leading medical aesthetics and wellness practices across the United States. We work alongside our clinic partners to provide operational, financial, and strategic support that enables sustainable growth and exceptional patient experiences.
Position Summary
The Manager, FP&A serves as a key business partner within the finance organization. This role combines strategic finance, budgeting and forecasting, lender and investor reporting, compliance oversight, and special project leadership. Reporting directly to the SVP of Finance, this individual will help drive financial planning processes, support executive decision making, coordinate compliance activities, and assist with growth initiatives, acquisitions, and operational improvement projects.
Key Responsibilities
Strategic Finance & Planning
• Lead the annual budgeting process across clinics and corporate functions
• Develop and maintain monthly and quarterly forecasts
• Analyze financial results and provide variance explanations
• Build financial models to support operational and strategic decisions
• Develop KPI reporting and business performance dashboards
• Partner with operational leaders to improve financial visibility and accountability
Executive, Board & Lender Reporting
• Prepare monthly management reporting packages
• Support board, investor, and executive reporting
• Prepare recurring lender reporting packages
• Monitor debt covenant calculations and compliance requirements
• Develop ad hoc analyses to support strategic initiatives
Compliance & Governance
• Maintain a centralized compliance calendar
• Coordinate business licenses, registrations, and recurring filing requirements
• Assist with insurance renewals and information requests
• Support internal control documentation and governance initiatives
• Partner with accounting and operational leaders to ensure regulatory compliance activities are completed timely
Strategic Projects
• Support acquisition due diligence and integration efforts
• Coordinate cross-functional initiatives and special projects
• Assist with implementation of finance systems and process improvements
• Participate in automation and business transformation initiatives
• Support scalability and operational efficiency projects across the organization
Qualifications
Required
• Bachelor's degree in Accounting, Finance, or related field
• 5+ years of experience in finance, FP&A, accounting, consulting, or corporate finance
• Advanced Excel and financial modeling skills
• Strong analytical, organizational, and project management capabilities
• Experience preparing executive-level reporting and presentations
• Strong communication skills with the ability to work across all levels of the organization
Preferred
• Healthcare, medical aesthetics, dental, veterinary, multi-site retail, or private equity-backed company experience
• Experience with budgeting, forecasting, lender reporting, and compliance tracking
• NetSuite experience
• Experience supporting acquisitions, integrations, or strategic initiatives
Success Measures
• Deliver timely and accurate budget and forecast updates
• Improve visibility into key business drivers and KPIs
• Ensure accurate and timely lender reporting
• Strengthen compliance tracking and governance processes
• Support strategic growth initiatives and acquisitions
• Become a trusted business partner to finance and operational leadership
Manager, FP&A
Location: Remote (with occasional travel as needed)
Department: Finance
Reports To: SVP of Finance