Manager, Financial Planning and Analysis (FP&A)

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