Director of Financial Planning and Analysis

This role will be a key asset in the future growth of the company. This individual will be spear-heading the Company’s FP&A function, which will include responsibility for supporting senior leadership in critical strategic projects, as well as leading annual budgeting process, financial quarterly reporting, operating plan variance analysis, and cash forecasting. This individual will provide financial consulting and strategic support to senior management including preparing board presentations, financial presentations, capital expenditure analysis, new business opportunities, acquisition analysis and other projects. This function acts as the analytical engine of the company to provide insights and support ‘optimal’ business decision making. The position reports to the Chief Financial Officer.

Responsibilities

• Manage the monthly, quarterly and annual FP&A processes; clearly communicate financial results to members of the leadership team and board.
• Develop new processes or improve existing process related to FP&A including forecasting, budget planning, financial reporting, analytics, and variance analysis.
• Collaborate with other areas of the organization to develop a business partner function
• Develop financial models and analyses to support strategic initiatives, including but not limited to new service lines, new business partnerships or acquisitions, and capital investments.
• Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures.
• Monitor KPI’s, highlighting trends and analyzing causes of unexpected variance.
• Oversee and manage the continued development of Budgeting, Financial Forecasting, Cash Forecasting, Operating Plan and Modeling tools.
• Ad-Hoc Reporting and Analysis.
• Implement and work with a Business Intelligence Tool and Dashboard reports.
• Improve performance by evaluating processes to drive efficiencies and understand ROI in marketing programs, supplies, new business line rollouts as well as new projects.
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.
• Supporting Senior Management Team and Departments heads with in-depth analysis.
• Prepare presentations to Board of Directors and Senior Management Team.

Qualifications

• Bachelor's Degree in Accounting or Finance; MBA highly preferred.
• 8 years’ experience in Financial Planning and Analysis.
• Experience with Tableau & Power BI
• Experience in healthcare services
• Microsoft Office