Director of Financial Planning and Analysis

Responsibilities

• Work directly with the Chief Financial Officer (CFO) to ensure the accounting and finance functions of the organization are working together and operating at full efficiency and capacity.
• Provide accurate and timely financial information to facilitate decision-making within the organization.
• Keep leadership informed about the organization’s financial performance.
• Provide effective leadership and coaching to all direct reports.
• Establish specific onboard training on finance and business resources for incumbents and new employees, in order to provide extraordinary customer service to all internal/external clients.
• Ensure continued education and training for employees to strengthen services provided and facilitate employee proficiency and continuous improvement.
• Ensure that adequate controls are in place and operating effectively.
• Collaborate with the Accounting Department to develop and maintain policies, procedures, and guidelines.
• Recommend and implement improvements in processes and control procedures, as needed.
• Resolve complex accounting issues in collaboration with accounting leadership and external auditors.
• Assist with the execution of all financial and grant related audit reviews.
• Communicate appropriate guidance to Accounting employees to ensure the monthly close process is consistent, accurate, and completed in a timely fashion.
• (ie. Generally, within 15 calendar days.)
• Develop appropriate short-term and long-term cash flow forecasting tools.
• Monitor cash inflow from Medicaid and Grant Revenues earned; Manage outbound spending levels (i.e. payroll, accounts payable, debt requirements, other recurring obligations) to ensure a safe level of cash is available to support the organization’s operations.
• Ensure that financial results align with budget expectations.
• Analyze and communicate
• Assist the budget levels of revenue and expense, and any variances.
• Collaborate with CFO and senior Finance leadership on recommendations and corrective action plans to ensure optimal financial performance.

Qualifications

• Bachelor’s Degree in Accounting, Finance, or other closely related field required.
• MBA or CPA designation preferred.
• Minimum five years of experience in general accounting, monthly close process, financial statement preparation, budgeting, analysis, and presentation of results internally to functional leaders required.
• Minimum of 3 years’ experience in leading, developing and directing finance staff.
• Demonstrated experience working with an automated financial management system.
• Demonstrated proficiency in all Microsoft applications (Excel, Teams, Outlook, PowerPoint, Word), report generation, and other related analytical tools).
• Proficiency with Power BI, or similar tool, a plus.
• Prior experience with system implementation of a modest or large-scale operating unit, preferred.