Senior Manager, Financial Planning & Analysis

About the role

This position is located at the corporate office and supports the planning, forecasting, reporting, and analysis for several Communities within the organization. The role is self-directed and involves driving performance, partnering with community leaders, and holding accountability to the financial plan.

Responsibilities

• Prepare ad-hoc analysis, value-added modeling, business propositions, and special projects to enable leadership to make insightful business decisions.
• Collaborate with the Operations AVP to help support Community leadership with understanding actual results compared to Plan.
• Provide analyses, insights, and proactively influence communities to meet targeted goals.
• Partner with each Community’s Executive Director to help prepare and coordinate the monthly forecast and the Annual Operating Plan across the Community.
• Coach and train Community leadership and department managers on financial tools and approaches to create and manage their budgets.
• Participate in monthly operational calls, providing support to financial areas such as cash flow, net operating margin, and revenue & expense projections.
• Prepare presentations for and participate in quarterly Financial Review Meetings with residents.
• Assist FP&A leadership in the Integrated Strategic Plan (ISP) process by providing forecast projections for census, revenue, and expense assumptions, as well as providing insight into business trends.

Requirements

• Preferred Degree: B.S. in Accounting or Finance or equivalent; MBA or CPA a plus.
• Experience: 7+ years of related experience in Financial Planning and Analysis, Accounting, or similar discipline.
• Experience in Health Care, Senior Living, or related field (strongly preferred but not required).

Qualifications

• Expertise in financial planning and/or accounting with strong analytical skills.
• Self-starter and independent, with high degree of learning agility.
• Comfortable working independently and collaborating with Senior leaders.
• Ability to work collaboratively across multiple organizational levels, exhibiting a positive attitude and customer-focused demeanor.
• Strong business acumen and ability to simplify complex financial concepts for non-finance professionals.
• Strong attention to detail and proven track record of producing consistently accurate work, while possessing the ability to step back and determine whether outcomes are reasonable.
• Excellent communication skills (both written and oral, English skills required).
• Ability to communicate effectively across all organization levels, and present to a broad range of audiences.
• Strong organization and project management skills to enable effective management of the deliverables and timelines.
• Demonstrated experience and aptitude for working with financial systems (Microsoft Excel, Financial Planning applications, General Ledger).

Physical Requirements

• Regular, predictable attendance is required.
• Sufficient physical ability and mobility to work in an office/community setting.
• Able to stand or sit for prolonged periods of time.
• Able to occasionally stoop, bend, kneel, crouch, reach, and twist.
• Able to lift, carry, push, and/or pull light to moderate amounts of weight up to 50 lbs.
• Able to engage in repetitive movements of wrists, hands, and fingers - typing and/or writing.
• Clarity of Vision: For near visual acuity, clarity of vision at approximately 20 inches or less (i.e., working with small objects or reading small print), including use of computers. For far visual acuity, clarity of vision at 20 feet or more.

Benefits

• Medical, dental and vision insurance.
• Employer paid group term life and disability.
• Paid Time Off (PTO) & six paid holidays.
• 403(b) with a 3% employer match.
• Fitness center use at most facilities.
• Variety of voluntary benefits: Life, AD&D, Tuition assistance and scholarships, Employee assistance program, Legal services, home/auto insurance, discount purchasing program, Pet Insurance.

Pay

The pay range for this position is $103,095.00 - $165,708.75 per year. There are numerous factors taken into consideration in determining the actual offered rate of pay, including but not limited to: job-related qualifications, experience, skills, education, geographic location, and consideration of internal and external equity.

Equal Opportunity Employer

Covenant Living and CovenantCare at Home are equal opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, or any other characteristics protected by local laws, regulations, or ordinances.