[Hiring] Manager, Financial Planning and Analysis @WellDyne

Role Description

This position will be responsible for the overall financial planning and analysis (FP&A) of HealthDyne under the supervision of the Director, FP&A. This position participates in the full FP&A process and deliverables including:

• Providing financial support and direction for business performance drivers
• Budget planning
• Quarterly forecasting
• Month-end reporting and risk analysis
• Researching and analyzing financial information to help the company make well-informed decisions
• Writing/creating/designing reports and monitoring financial movements

Essential Duties & Responsibilities:

• Works closely with Sales and Operations teams to ensure forecasts reflect the most up-to-date accurate assumptions
• Provide financial leadership and manage associated relationships with business leaders
• Lead multiple analyst-level associates in the assembly of forecasts, budgets, and plans for covered businesses or functions
• Identify risk elements of operations and help manage and minimize risk elements
• Partner with Operations Excellence teams to drive value creation initiatives
• Work closely with all levels of Financial and Executive Management on financial analysis across business lines including all revenue and expense line items
• Develop and maintain detailed budget and forecast models to drive high-quality decision making
• Manage, drive and continuously improve data collection, analysis, and reporting process for key service metrics
• Responsible for Monthly/Quarterly forecast updates to respective owners relating to Operational Performance metrics, Value Driver performance, and potential changes to forecast expectations as it relates to current trend analysis
• Responsible for weekly IT check-in – managing Total IT spend including operations and capital planning
• Responsible for Monthly Sales & Operations Planning discussions, discussing volume forecast trends/bottlenecks and staffing plans cross-functionally with Sales, Operations, and HR
• Assist in the coordination of Commercial Planning to forecast modeling
• Support functional & organizational initiatives as required
• Additional duties as assigned

Qualifications

• A Bachelor’s Degree from an accredited college or university with a major in accounting or finance
• At least 5 years of full-time professional financial planning & analysis experience
• At least 2 years of supervisor or management experience required
• Pharmacy Benefit Management (PBM) or other Pharmacy experience strongly preferred
• Strong Excel and analytical skills a must
• Strong SQL query experience to generate financial reporting for executive team
• Experience with Excel Power Query, Excel Power BI, Great Plains, and Tableau a plus
• Self-starter, able to work independently, on multiple projects simultaneously, efficiently and effectively in a fast-paced environment, able to anticipate issues and take initiative to resolve them

Requirements

• Excellent ability to analyze, interpret and make decisions based on results
• Ability to multitask
• Skills in performing detailed and complex numerical computations and reports
• Excellent analytical and problem-solving skills
• Must have advanced attention to detail with the ability to prioritize and meet deadlines
• Excellent written and verbal communication skills
• Ability to listen and understand information and ideas that are presented verbally
• Excellent knowledge of Microsoft Office products
• Proper attendance is required

Work Environment / Physical Demands

This position is in a typical office environment which requires prolonged sitting in front of a computer. Requires hand-eye coordination and manual dexterity sufficient to operate standard office equipment including operation of standard phone, fax machine, and copier.