Manager, FP&A

We are seeking a strategic and analytical Manager, Financial Planning & Analysis (FP&A) to join our team. Reporting to the Director of FP&A, this role will drive financial visibility, forecasting accuracy, and cross-functional alignment across the organization. It offers direct exposure to executive leadership and the opportunity to impact strategic decisions, M&A, and long-range planning.

Location:

Greater Boston area; in office 3x/week.

TriNetX is remote-friendly but currently registered for employment in certain states. To be eligible for employment, you must reside in one of the following states:

• AZ
• CA
• CO
• CT
• FL
• GA
• IL
• KY
• MA
• MD
• MN
• MT
• NC
• NH
• NY
• OH
• OR
• PA
• RI
• SC
• TX
• VA
• VT
• WA
• WI

This position reports to our global HQ in Cambridge, MA and is fully remote within the US. Travel is expected domestically and internationally when needed.

We are looking for a strategic and analytical Manager, Financial Planning & Analysis (FP&A) to join our team. Reporting to the Director of FP&A, this individual will play a critical role in driving financial visibility, forecasting accuracy, and cross-functional alignment across the organization. They will have direct exposure to executive leadership and the opportunity to impact strategic decisions, M&A, and long-range planning.

• Lead the development of detailed financial forecasts, cash flow models, and monthly horizontal performance analyses across business units.
• Analyze and present key financial and operational drivers vs. budget, forecast, and prior periods, ensuring clear visibility into risks, opportunities, and underlying business dynamics.
• Collaborate with the Accounting team to support the monthly financial close process, reviewing variances, validating key accruals, and ensuring accuracy of financial results prior to reporting.
• Build and continuously enhance scalable financial reporting infrastructure, dashboards, and data governance processes to support decision-making across the company.
• Develop and deliver program-level reporting, including KPIs and supporting analytics, for internal stakeholders, board members, and external parties (e.g., investors, potential acquirers).
• Own the company’s annual budgeting process, from departmental collaboration to executive-level reporting.
• Partner with HR to track and forecast workforce planning, capacity, and headcount changes.
• Lead the creation of the company’s long-range financial model in support of strategic planning process.
• Design and maintain scalable forecasting models adaptable to business growth and complexity.
• Drive process improvement by identifying inefficiencies and implementing automation or system enhancements.
• Support corporate development and strategic initiatives through financial modeling, valuation, and scenario analysis — including M&A opportunities and market expansion.
• Build collaborative relationships with key teams across the company, including Commercial, R&D, SG&A, HR, and BU Finance.

• 5–7 years of progressive experience in FP&A, corporate finance, or related roles — preferably in a high-growth SaaS, Med Tech, or healthcare technology environment.
• Strong financial modeling, forecasting, and analysis capabilities with advanced Excel and data manipulation skills.
• Proven experience building reporting frameworks and partnering across business functions.
• Deep understanding of financial metrics, operational KPIs, and data storytelling.
• Ability to manage multiple projects, prioritize tasks, collaborate and work in a fast-paced, evolving environment.
• Experience with financial systems (e.g., Intacct, Adaptive Insights, Tableau, Power BI) a plus.
• Highly collaborative, proactive, and intellectually curious mindset.
• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA a plus.

As a condition of employment, the individual must provide proof of Covid-19 vaccination unless a medical or religious exemption is granted by TriNetX.

TriNetX is an Equal Opportunity Employer. All persons are considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship…