Financial Planning and Analysis Manager

The primary responsibility of the Manager, FP&A is to provide support as well as timely and accurate financial reporting and analytics to senior business leaders. This position will be responsible for monthly financial reporting and analysis, supporting budget and forecast preparation, capital requisitions and tracking. The Manager will also be responsible for ad-hoc reporting and special projects for one region in the Lumexa footprint.

Essential Duties/Responsibilities:

(30%) Financial Reporting & Analysis

• Review of monthly financials and operational metrics, full P/L responsibilities
• Manage variance/ trend analysis with explanations of changes
• Partner with key stakeholders to enhance benchmarking and dashboards (ie- revenue cycle, operations, accounting)
• Create financial models aligning operational & financial metrics

(35%) Budget & Forecast Preparation

• Facilitate the rolling forecast efforts with the local team
• Participate in annual strategic planning activities, providing insight and support to operational partners
• Support annual budget preparation, providing analytics that coordinate strategic planning efforts and annual budget
• Identify & size risks and opportunities not reflected in forecasted/budgeted results

(40%) Ad-Hoc Reporting & Special Projects

• Participate in M&A activity including modeling, consolidation & financial statement reviews
• Prepare reporting and presentation level output for additional information requests by senior leadership (ie- monthly operating reviews, business reviews)
• Additional ad-hoc work as needed

(5%) Completes other tasks and projects as assigned

Requirements:

• Knowledge of and adherence to company policies and protocols
• Ability to translate complex financial data, verbally and graphically, to communicate with non-financial stakeholders and leaders
• Polished presentation skills, both in preparing presentation materials and the ability to relay to senior leadership
• Advanced/expert Excel skills and experience with enterprise reporting tools / data warehouses
• Strong organization skills, attention to detail & the ability to follow through to resolve outstanding issues
• High ability to adapt to changing priorities and work collaboratively to meet deadlines
• Ability to critically think through problems and provide creative solutions when necessary
• Willingness to work long hours, when necessary

Education and Experience:

• Minimum of Bachelors Degree in a financial related study
• 5-7 years experience in an FP&A environment