Director of Financial Planning & Analysis managing financial planning and strategy for a B2B SaaS company. Leading FP&A efforts to refine forecasting, budgeting, and strategic initiatives.
About the role
- Budget Analyst supporting Network Annual Budgeting process by preparing financial reports and training personnel on financial systems. Collaborating with management to enhance financial operations and process efficiency.
Responsibilities
- Support Budget process efficiently and to its successful completion; Support Leaders and Department Managers during the entire process in a manner that allows them to complete budgets that align with the Network objectives.
- Maintain systems in terms of updating and auditing Financial data, reporting development, and setup of Budget / Projection modeling.
- Maintain and Oversee Workforce Management related systems and reporting including Department Level Staffing Productivity
- Design, Review, Analyze and Distribute Monthly Financial results to Management. Present and discuss reports with various administrators and users.
- Frequent communication with Leaders/Managers or other various Administrators on Financial results. Focusing on those areas with significant variances and supporting them as needed to achieve their budget goals. Identify and communicating opportunities / risks that could impact the financial condition of the organization.
- Provide System and Financial training to Managers with budget responsibility to ensure proper understanding of their financial role/responsibilities. Training includes on boarding of all new budget managers as well as continued training for current users.
- Prepare Adhoc reporting and work on projects with key members of organization as needed
Requirements
- EDUCATION: Bachelor’s degree required; undergraduate coursework in finance, or accounting fields strongly recommended.
- YEARS OF EXPERIENCE: 5-7 years in business operations; Healthcare experience with Patient Care Operations knowledge preferred but not required
- REQUIRED SKILLS AND KNOWLEDGE: Knowledge of personal computer and spreadsheet, graphics (Word, Excel, PowerPoint presentations). Excellent communication skills, both verbal and written. Ability to work well with people of diverse backgrounds (education, training, cultures).
- LICENSES REGISTRATIONS &/or CERTIFICATIONS:
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