FP&A Manager - Data 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 

Results-driven FP&A Manager with SQL expertise and strong automation skills. Experienced in transforming raw financial and operational data into actionable insights, building scalable reporting solutions, and streamlining forecasting and budgeting processes. Adept at bridging finance and data analytics to drive faster, smarter decision-making.

Key Responsibilities 

• Act as a subject matter expert for financial systems, data structures, and reporting tools.
• Design and maintain automated financial reporting solutions, reducing manual report preparation
• Identify opportunities to streamline finance processes through automation and best practices.
• Leverage SQL to extract, transform, and analyze large datasets from multiple sources (ERP and BI tools).
• Partner with FP&A leadership to enhance forecasting, budgeting, and variance analysis with data-driven insights.
• Implement workflow automation and database queries to improve accuracy, consistency, and timeliness of reporting.
• Develop and maintain a clear understanding of GAAP accounting principles to ensure accuracy across reports and forecasts. 
• Act as a subject matter expert on financial systems, ensuring smooth integration between finance and operations.
• Deliver executive-level dashboards and KPI reporting with real-time insights for leadership
• 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 (healthcare experience a plus). 
• ​​​​​Strong understanding of GAAP accounting, including revenue recognition, accruals, and cost allocations.
• Financial modeling & forecasting
• 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. 
• QL (advanced queries, stored procedures, joins, optimization
• BI Tools (Power BI, Tableau, Looker)
• Process Automation (Power Query, VBA, Python/R)
• Four year degree

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.  
• 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. 

Why should you join OI Infusion:

• Opportunity to work in a professional environment where your opinion matters
• Medical, Dental, Vision, and 401k
• Responsible PTO and paid holidays
• Flexibility of working from your own home office