Duet
Healthcare
Manager,FinancialPlanningandAnalysis
Neural analysis suggests this role is
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“Manager, Financial Planning and Analysis at Duet. Skills: Financial planning, Financial modeling, Budgeting, Reporting. Own annual budgeting process. Own quarterly reforecasting cycles”
Industry & Context.
Distill complex information; Solve problems
What They're Looking For.
Must Have
4-6 years FP&A experience, 4-6 years investment banking experience, Financial modeling skills, Google Sheets proficiency
Nice to Have
Finance healthcare experience, High-growth tech experience, Financial planning tools experience, Claude AI tool fluency
What You'll Do.
Own annual budgeting process
Own quarterly reforecasting cycles
Build financial models
Maintain financial models
Develop monthly reporting packages
Deliver monthly reporting packages
Provide variance analysis
Provide actionable commentary
Partner with department heads
Provide financial support
Support scenario planning
Support long-range planning
Support strategic initiatives
Evaluate financial planning tools
Implement financial planning tools
Build systems to track funds
Build systems to manage funds
How You'll Work.
Team & Collaboration
Partner with department heads; Work across business entities; Work with internal resources; Work with external resources
Communication Scope
Presenting to executives; Clear narratives
Full Job Description
Manager, Financial Planning and Analysis at Duet About Duet : Duet is on a mission to transform primary care by empowering nurse practitioners (NPs) to own and operate their practices. By providing NPs with tailored products and services within a supportive setting, Duet is building the nation’s largest network of NP-owned practices, driving better outcomes for patients and communities. Role Overview We're looking for our first dedicated finance hire to scale up our finance functions. In this role, you'll be a key financial partner to the business, owning our budgeting process, building the models that drive strategic decisions, and turning complex data into clear narratives for leadership. As an early finance generalist, you’ll work with internal and external resources across accounting, investor reporting and revenue cycle management. This is an ideal role for someone who thrives in a fast-moving environment, loves digging into the numbers, and is equally comfortable building a bottoms-up forecast as presenting to an executive audience. Understanding we’re a small team, you’ll likely wear many hats that go beyond this job description. What You’ll Do - Own the annual budgeting process and quarterly reforecasting cycles across the business - Build and maintain financial models covering revenue, headcount, and operating expenses - Develop and deliver monthly reporting packages with variance analysis and actionable commentary for senior leadership - Partner with department heads to provide ongoing financial support, budget tracking, and scenario planning - Support long-range planning and strategic initiatives, including board materials and investor reporting - Evaluate and implement financial planning tools when ROI is there (Pigment, Mosaic, Adaptive, Anaplan, or similar) - Work across multiple business entities and build systems to track and manage flow of funds (you will moonlight as a controller) What You Bring - 4–6 years of experience in FP&A, investment banking
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