Manager, Financial Planning and Analysis

About the Company

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.

Responsibilities

• 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
• Work across multiple business entities and build systems to track and manage flow of funds

Requirements

• 4–6 years of experience in FP&A, investment banking, or a related finance role
• Strong financial modeling skills and Google Sheets proficiency
• Fluency building agentic workflows using AI tools (Claude preferred)
• Ability to distill complex financial information into clear, concise insights
• Comfortable working independently in a dynamic, ambiguous environment

Preferred Qualifications

• Healthcare or high-growth tech experience
• Experience with financial planning tools such as Pigment, Mosaic, Adaptive, or Anaplan