Manager, Financial Planning & Analysis

Position Summary:

The Manager Financial Planning & Analysis will assist the Director of Financial Planning & Analysis in all areas of SG&A including development and implementation of annual financial plan (budget), quarterly forecast, annual BID data submission, reporting as well as monthly performance against budget.  The Manager Financial Planning & Analysis possess strong analytical skills and applies critical thinking to identify and solve problems.  The right candidate for this role is highly motivated, detailed-oriented, well-organized, embraces change, and thrives in a fast-paced environment with tight deadlines. 

General Duties/Responsibilities (May include but are not limited to):

·       Prepare tentative, interim, and final budget submissions within established guidelines; review expenditures to ensure proper budget compliance.

·       Develop and manage financial budgets and forecast for all SG&A and clinical departments using trend reports, estimates, and recommendation from business owners.

·       Work with business owners to determine business needs and assist in financial modeling or reporting and explain the budget process as needed.

·       Develop and maintain monthly financial reports to clearly communicate actual results and variances to budget and forecast to department and business owners.

·       Produce clear and well-formatted analysis and the ability to present results to senior management.

·       With Finance leadership, consolidate and report departmental budget data. 

·       Support monthly close process which includes review monthly expenditures to ensure proper GL coding.

·       Work with Accounting team and business owners when coding reclass is necessary.

·       Approve requisitions and offer letters for new hires and replacement hires.

·       Provide end-user budget tool training and address queries.

·       Assist in the annual SG&A BID submission

·       Partner with end-users; work on the annual plan and forecast scenarios to ensure data quality upload

·       Handle ad hoc reporting requests.

Supervisory Responsibilities:

Oversees assigned staff. Responsibilities include: recruiting, selecting, orienting, and training employees; assigning workload; planning, monitoring, and appraising job results; and coaching, counseling, and disciplining employees.

Minimum Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

·       Minimum Experience:

o   5 -8 years of finance, budget, and accounting experience.

o   3-5 years of budget performance management software experience preferably in Prophix

o   Healthplan experience preferred.

o   Intermediate to advanced level of proficiency with MS Excel.

·       Education/Licensure:

o   Bachelor of Science in Finance, Business or Accounting required.

·       Other:

• Knowledge of principles and practices of finance administration in accounting, budgeting, and auditing.
• Knowledge of healthcare operations and services
• Demonstrated ability to work towards goals with minimal supervision.

o   Prepare clear and concise reports.

o   Ability to work in high-pressure situations, meet deadlines, multi-task, adapt procedures and systems to meet changing needs in a fast-paced environment.

o   Communicate clearly and concisely, both orally and in writing with all levels of employees up to Executive Level.

• Great analytical, critical thinking and problem-solving abilities

o   Establish and maintain effective working relationships with those contacted in the course of work

o   Must demonstrate sufficient attendance to complete the duties and deadlines of the position as required

·       Work Environment:

o   The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Physical Functions:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear.
• While performing the duties of this job, the employee is regularly required to talk or hear. The employee regularly is required to stand, walk, sit, use hand to finger, handle or feel objects, tools, or controls; and reach with hands and arms.