What are the responsibilities and job description for the Regional Senior Manager, Financial Planning and Analysis position at Covenant Living Communities and Services?
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This position is located at the Corporate office and will support the planning, forecasting, reporting and analysis for several
Communities within the organization. The position is self-directed in most aspects of the role. This role takes the initiative to
drive performance, partner with the community leaders and hold accountability to the financial plan. The Regional Sr Manager
role requires an increased level of organization, communication skills and the ability to work across the organization.
The successful individual in this role is self-motivated to analyze detailed financial operations while maintaining a higher level of impact comprehension and communication.
Essential Responsibilities
Leadership
Guide and inspire a high-performing Customer Success team that achieves and exceeds revenue targets while fostering customer loyalty and growth
Customer Success
As a customer advocate build strong relationships with our customers, understanding their needs and ensuring their success with our platform. Promote increased adoption and expansion of our solutions within customer organizations
Continuous Improvement
Advocate for and implement a culture of continuous learning and improvement within the team. Drive initiatives that improve customer satisfaction and team efficiency
Account Strategy
Define and execute strategies to drive customer retention, renewal, upsell, and cross-sell, contributing directly to our growth objectives
Cross-Functional
Collaboration Collaborate with other departments to align on company goals, relay customer feedback, and ensure a unified customer experience
Compensation Pay Range
$115,000 - $125,000
Reasonable Pay Estimate
A reasonable estimate of the pay range for this position is $115,000 - $125,000. There are numerous factors taken into consideration in determining the actual offered rate of pay, including but not limited to: job-related qualifications, experience, skills, education, geographic location, and consideration of internal and external equity.
For full time employees, we offer a generous benefits package that includes:
Covenant Living and CovenantCare at Home are equal opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, or any other characteristics protected by local laws, regulations, or ordinances.
This position is located at the Corporate office and will support the planning, forecasting, reporting and analysis for several
Communities within the organization. The position is self-directed in most aspects of the role. This role takes the initiative to
drive performance, partner with the community leaders and hold accountability to the financial plan. The Regional Sr Manager
role requires an increased level of organization, communication skills and the ability to work across the organization.
The successful individual in this role is self-motivated to analyze detailed financial operations while maintaining a higher level of impact comprehension and communication.
Essential Responsibilities
- Responsible for preparing ad-hoc analysis, and value-added modeling, business propositions and special projects that will enable leadership to make insightful business decisions.
- Works collaboratively with the Operations AVP to help support Community leadership with understanding actual results compared to Plan. Provide analyses, insights and proactively influence communities to meet targeted goals.
- Responsible for partnering with each Community’s Executive Director to help prepare and coordinate the monthly forecast and the Annual Operating Plan across the Community.
- Responsible for coaching and training Community leadership and department managers on financial tools and approaches to create and manage to their budgets.
- Participate in monthly operational calls, providing support to financial areas such as cash flow, net operating margin and revenue & expense projections. Prepare presentations for and participate in quarterly Financial Advisory Meetings with residents.
- Assist FP&A leadership in the Integrated Strategic Plan (ISP) process by providing forecast projections for census, revenue and expense assumptions, as well as providing insight on business trends.
- Required Degree: B.S. in Accounting or Finance or equivalent
- Preferred Degree: MBA or CPA a plus
- At least 7 years of related experience in Financial Planning and Analysis, Accounting or similar discipline
- Experience in Health Care, Senior Living or related field (strongly preferred but not required).
- Expertise in financial planning and/or accounting with strong analytical skills
- Self-starter and independent, with high degree of learning agility. Comfortable working independently and collaborating with Senior leaders.
- Ability to work collaboratively across multiple organizational levels, exhibiting a positive attitude and customer-focused demeanor.
- Strong business acumen and ability to simplify complex financial concepts for non-finance professionals.
- Strong attention to detail and proven track record of producing consistently accurate work, while possessing the ability to step back and determine whether outcomes are reasonable.
- Excellent communication skills (both written and oral, English skills required). Ability to communicate effectively across all organization levels, and present to a broad range of audiences.
- Strong organization and project management skills to enable effective management of the deliverables and timelines.
- Demonstrated experience and aptitude for working with financial systems (Microsoft Excel, Financial Planning applications, General Ledger).
- While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel,
- and use hands and fingers to operate a computer, telephone, and keyboard.
- Specific vision abilities required by this job include close vision requirements due to computer work.
- Light to moderate lifting may be required.
- Regular, predictable attendance is required.
Leadership
Guide and inspire a high-performing Customer Success team that achieves and exceeds revenue targets while fostering customer loyalty and growth
Customer Success
As a customer advocate build strong relationships with our customers, understanding their needs and ensuring their success with our platform. Promote increased adoption and expansion of our solutions within customer organizations
Continuous Improvement
Advocate for and implement a culture of continuous learning and improvement within the team. Drive initiatives that improve customer satisfaction and team efficiency
Account Strategy
Define and execute strategies to drive customer retention, renewal, upsell, and cross-sell, contributing directly to our growth objectives
Cross-Functional
Collaboration Collaborate with other departments to align on company goals, relay customer feedback, and ensure a unified customer experience
Compensation Pay Range
$115,000 - $125,000
Reasonable Pay Estimate
A reasonable estimate of the pay range for this position is $115,000 - $125,000. There are numerous factors taken into consideration in determining the actual offered rate of pay, including but not limited to: job-related qualifications, experience, skills, education, geographic location, and consideration of internal and external equity.
For full time employees, we offer a generous benefits package that includes:
- Medical, dental and vision insurance
- Employer paid group term life and disability
- Paid Time Off (PTO) & six paid holidays
- 403(b) with a 3% employer match
- Fitness center use at most facilities.
- Various voluntary benefits:
- Life, AD&D
- Tuition assistance and scholarships
- Employee assistance program
- Legal services, home/auto insurance, discount purchasing program
- Pet Insurance
Covenant Living and CovenantCare at Home are equal opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, or any other characteristics protected by local laws, regulations, or ordinances.
Salary : $115,000 - $125,000
