Manager of Financial Planning & Analysis - #260419

Position Overview

Shields Health is seeking a highly motivated and analytical Manager of Financial Planning & Analysis (FP&A) to join our dynamic finance team. In this role you will be instrumental in supporting the FP&A functions across multiple business lines. Reporting to the Vice President of Finance, you will assist in financial planning, forecasting, performance analysis, and reporting. The ideal candidate will be highly collaborative and will work closely with leadership and cross-functional teams to drive financial decision-making, leveraging data to support strategic initiatives.

Key Responsibilities

• Assist with the preparation of the company-wide annual budgeting, forecasting, and long-term planning processes for all operating business units, including revenue, expense, and capital planning.
• Conduct monthly, quarterly, and annual forecasts, providing insights into financial performance and highlighting key areas of improvement.
• Work closely with the VP of Finance to develop and maintain analytical tools that support senior leadership in setting goals and measuring company performance.
• Assist in preparing comprehensive financial presentations for senior management, joint venture partners, and board meetings.
• Collaborate with business planning teams to support strategic planning, special projects, and ad-hoc reporting.
• Participate in financial modeling for new business initiatives and pro-forma financial analysis.
• Perform ROI analysis to guide strategic decision-making across various departments.
• Contribute to capital planning and managing the process for capital requests across business units.
• Support the maintenance and updates to finance data within the Business Intelligence tool (QlikView).
• Foster a collaborative and results-oriented environment by partnering with cross-functional teams to deliver financial insights and recommendations.
  
  

Key Competencies

• Analytical Expertise: Strong ability to analyze financial data and generate actionable insights.
• Financial Modeling: Advanced financial modeling skills, with a deep understanding of P&L, balance sheet, and cash flow reporting.
• Leadership: Demonstrated experience in leading and developing high-performing teams in a fast-paced environment, with a track record of fostering a strong team culture.
• Team Collaboration: Proven ability to work collaboratively across functions and interact with senior leaders, stakeholders, and operational teams.
• Communication: Excellent verbal and written communication skills with the ability to present complex financial information to diverse audiences.
• Project Management: Strong organizational and time management skills, able to prioritize and manage multiple tasks effectively in a fast-paced environment.
• Problem Solving: Ability to tackle complex financial, operational, and accounting issues with strategic thinking.
• Attention to Detail: Exceptional attention to detail and commitment to meeting deadlines.
• Data Visualization: Experience in creating clear, visual reports and dashboards for decision-making.
• Technology Proficiency: Strong working knowledge of Microsoft Office Suite (Excel, PowerPoint) and financial software tools (experience with Adaptive Insights or QlikView is a plus).
  
  

Education And Experience

• Bachelor's Degree in Finance, Accounting, or a related field.
• CPA and/or MBA preferred but not required.
• 10+ years of progressively responsible experience in FP&A Leadership role.
• Experience in leading and developing teams in a fast-paced environment, with a track record of fostering a strong team culture.
• Demonstrated ability to work within a collaborative, high-performance team environment.
• Experience in budget preparation, forecasting, and financial reporting.
• Proven ability to support senior management and stakeholders with financial analysis, reporting, and strategic recommendations.
  
  

Physical Requirements

The ability to sit for extended periods of time while performing data entry and communication via phone and computer.

Internal/External Interactions

Extensive interactions with both internal teams and external stakeholders. The role requires excellent interpersonal skills to foster positive relationships and ensure effective collaboration across the organization.

Note: this job description is intended to convey information essential to understanding the scope of the Manager of FP&A role. It is not an exhaustive list of tasks and responsibilities. The incumbent may be required to perform other duties as necessary or directed.