Manager of Financial Planning & Analysis

Full-time Description

Job Type

Full-time-(Hybrid)

*Must be able to commute locally as needed to Wilder office*

Genera Description: Manager or Sr. Analyst of Financial Planning and Analysis will be primarily responsible for leading the Company’s FP&A activities and providing support to the senior management team with financial modeling and analysis to support business decisions. This position is responsible for managing and maintaining the company’s operating budget, periodic budget forecasts, revenue projections and other key performance indicators. This position will also develop multivariate financial models on an ad hoc basis and work with senior management of the Finance Department to provide financial analyses for its quarterly financial reporting (such reporting to include variance and attribution).

Responsible to: Director, FP&A

Classification: Exempt

Requirements

Education:

• Bachelor's degree
• CPA or MBA a plus but not required
• Combination of education and experience
• Information systems education a plus
  
  

Experience

• Requires 5-10 years relevant, progressive experience
• Supervisory experience
• Requires strong knowledge of Microsoft Office applications, including Power BI & Excel
• Strong knowledge of MS Office applications, with special emphasis on advanced Excel modeling and integrated budget preparation and forecasting models
• HealthCare industry experience a plus
• Workday Adaptive Planning or similar system experience
• Public company and Private Equity experience a plus
• Solid knowledge of accounting policies/procedures and financial statements
• Excellent oral, written, analytical, organizational, and interpersonal skills
• Ability to independently resolve complex problems where analysis requires the in-depth evaluation of numerous factors
• Ability to exercise judgment within broadly defined practices and policies in selecting methods, techniques, and evaluation of criterion for obtaining results
• Familiarity with data warehousing, and use of SQL coding to enable reporting through Power BI or similar data visualization tools a plus but not required.
  
  

Requirements

Responsibilities & Duties

• Provide financial decision analysis support and guidance to senior management
• Consolidate departmental input for fiscal operating budget
• Direct the preparation, reporting and analysis of the annual budget and rolling quarterly/monthly forecasts
• Develop and update forecast models and methodologies to suit changes in business
• Supply daily, weekly, monthly flash for revenue, volume and various billing metrics to senior management
• Verify/improve forecast accuracy by proactively assessing variances between forecasted results and actual financial performance to determine potential improvements to modeling and focal points for business efforts
• Analyze financial statements and provide narrative describing variances from budget, forecast and prior period amounts, including analysis of key financial metrics and trends
• Assist management in developing and modeling business scenarios to determine feasibility, revenue and cost impact of said scenarios
• Work closely with departmental budget managers to improve forecast reliability
• Perform ad hoc reports and other analyses and special projects as requested
• Develop models to support company initiatives and/or financial decisions (e.g., DCF, ROI)
• Assist in system integrations and consolidations to understand implications on reporting and ensure reporting mechanics are as intended.
• Ensure data warehouse integrity
• Assist in the month-end accounting closing process through trend and variance analysis
• Manage finance interns and other staff.
  
  

Qualifications Physical

• In an average 8-hour day the employee lifts or carries up to 15 poundsfrequently
• In an average 8-hour day the employee stands or walks 1 hour
• In an average 8-hour day the employee sits 7 hours. (These hours include up to 7 hours of data entry and phone work)
• In an average 8-hour day the employee drives 0 hours
• The employee lifts or carries up to 25 pounds maximum
• Must be clean and neat in personal appearance