Manager, Financial Planning

Role Overview

• Manage the department with respect to workflow, production, and quality standards
• Review and participate in budget and financial forecast processes
• Review and analyze reports, records, and directives
• Evaluate and update policies and procedures of the department to improve quality
• Prepare and analyze reports on departmental and organizational activities
• Develop and maintain financial models to support forecasting, workforce capacity planning
• Partner with operational leaders to translate business demand forecasts into staffing and financial plans aligned with organizational objectives
• Analyze workforce, operational, and financial performance metrics to identify trends, risks, and opportunities for improvement
• Prepare and present financial analyses, forecast updates, and variance explanations

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• 4+ years of experience in public accounting or related field
• Previous experience as a lead in a functional area
• managing cross-functional teams on large-scale projects or supervisory experience including hiring, training, assigning work, and managing performance of staff
• Experience in the healthcare industry preferred
• Fundamental understanding of financial planning systems
• advanced Excel or financial modeling experience preferred

Benefits

• competitive pay
• health insurance
• 401K and stock purchase plans
• tuition reimbursement
• paid time off plus holidays
• flexible approach to work with remote, hybrid, field or office work schedules