FP&A consulting built for healthcare. I bring financial planning, reporting, and accountability to organizations where the stakes go beyond the balance sheet.
Book a Discovery CallHealthcare organizations carry unique financial complexity that generic FP&A can't solve.
Rigid reporting requirements from funders and government bodies demand accuracy and timeliness. Most organizations don't have the internal FP&A capacity to do it well — or on time.
You run multiple programs and departments, but you can't see which ones are financially sustainable and which are being subsidized. Decisions about where to invest — or cut — are made without clear data.
Boards and funders want variance explanations quarterly. Your team scrambles to produce them manually, every time — pulling staff from the work that actually matters.
I deliver the financial infrastructure healthcare organizations need but rarely have the capacity to build internally.
Structured reporting packages that meet compliance requirements and give your board clear financial narratives — not just numbers.
Financial models that break down revenue and costs by program, department, or funding source — so you can see what's working and what's not.
Annual budget builds, quarterly forecasts, and variance analysis that turns "we're over budget" into "here's exactly why and what to do about it."
I'm not a generalist learning your industry on the job.
Direct experience in healthcare financial planning. I understand the funding structures, compliance requirements, and operational realities of this sector.
Seven years across Big 4, tech, and healthcare. Every model and report is built to the standard your board and funders expect.
Not a one-off project. I work as an ongoing financial planning partner — updating models, delivering reporting, and keeping your financials current.
Predictable monthly costs and flexible project menus — built for the way healthcare organizations actually work.
For organizations building their FP&A function. Focused project work and monthly check-ins to establish your financial reporting baseline.
The right fit for ongoing financial planning needs. Expanded project capacity with rollover, covering budgets, reporting, and program-level analysis.
For organizations needing strategic financial leadership. Full model builds, expanded capacity, and monthly strategy calls with leadership.
All packages include a flexible project menu spanning budgets, forecasts, dashboards, reporting, and more.
Book a call to discuss which package fits your organization.
A 30-minute conversation to understand your organization, your reporting requirements, and where the financial gaps are.
I review your current financials, funding structures, and reporting processes to scope the right engagement.
Custom models, dashboards, and reporting — built for your specific programs, funding sources, and compliance requirements.
Monthly updates, variance analysis, and funder-ready reporting. Your FP&A stays current as your organization evolves.
Book a free 30-minute discovery call to talk through your organization's financial needs.
Book a Discovery Call
or email me at tanner@rootalityfinancial.com