Finance Manager - FP&A

Description

Job Description

Job Title: Finance Manager-FP&A 

FLSA/Status: Salary

Reports To: CFO 

Location: East End/hybrid remote

Department: Finance 

Travel Required: No

Supervisory Responsibility: Yes

Position Summary:

The Finance Manager FP&A is responsible for demonstrating knowledge and application of job duties

within scope of practice and functions under the direction of the manager(s) and/or Director(s);

respectfully interacts with all levels of staff; provides assistance, as needed, during assigned duty hours;

participates in department activities; promotes independence; adherence to the attendance policy;

encourages socialization; advocates for the quality of life of our patients while maintaining compliance

with all applicable laws, regulatory and organizational standards; supports the company’s core values.

Summary of Duties and Responsibilities:

Financial Planning & Budgeting:

• Lead financial planning and analysis efforts, working closely with C-Suite, VPs, and Directors on budget development.
• Conduct budget vs. actual meetings with department heads to ensure financial alignment and accountability.

Leadership & Training:

• Manage FP&A staff and finance interns, providing guidance and development.
• Train and coach new C-Suite executives, VPs, Directors, and Managers on financial best practices, with a focus on new leaders.

Financial Analysis & Forecasting:

• Track and analyze financial data from locations, acquisitions, and business divisions.
• Perform historical and forward-looking financial analysis to develop accurate forecast models.
• Identify trends and provide strategic recommendations to the CFO and CEO based on sound financial analysis.
• Ad-hoc & periodic financial, operational, and management analysis and reporting, as assigned.

Mergers & Acquisitions (M&A):

• Lead financial due diligence for M&A activities, supporting the CFO and PE Sponsor from the Letter of Intent (LOI) to deal completion.
• Maintain and manage the data room for M&A activities.
• Assist the CFO and Chief Development Officer (CDO) in preparing materials for deal negotiations.

Technical & Analytical Expertise:

• Demonstrate strong knowledge of financial statements, accounting principles, and financial modeling.
• Utilize advanced Excel skills, including pivot tables, financial models, and data visualization.
• Develop high-quality presentations and reports to communicate financial insights effectively.

Collaboration & Communication:

• Work cross-functionally with various departments and leadership levels to drive financial performance.
• Communicate complex financial concepts clearly and effectively to executive management.
• Foster a collaborative team environment and build relationships across the organization.

Education, Prior Work Experience, Special Skill and Knowledge Requirements:

Strong financial acumen with experience in FP&A, budgeting, and financial modeling.

Advanced proficiency in Excel (pivot tables, financial modeling, data analysis).

Excellent analytical and problem-solving skills, with the ability to conduct in-depth analysis and

draw concise conclusions.

Outstanding presentation, reporting, and communication skills.

Ability to work effectively across multiple levels of leadership and build strong professional

relationships.

Bachelor’s degree in accounting, Finance, or related field, preferred

A college degree with relative finance or accounting experience will be considered

Healthcare experience, preferred

Physical Demands and Work Environment

Physical Demands

An employee must meet the physical demands described here to perform the essential functions of this

job successfully. Reasonable accommodation may be made to enable individuals with disabilities to

perform the physical demands. The employer retains the right to change or assign other duties to this

position.

While performing the duties of this job, the employee is regularly required to prepare, inspect, place,

detect or operate productivity machinery, such as a calculator, copy machine, computer, scanned faxes,

and computer printer

The employee is frequently required to remain stationary, move, ascend/descend.

Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth

perception, and the ability to adjust focus.

Specific communication abilities required by this job include the ability to communicate and detect,

converse with others, discern, convey, express oneself, and exchange information.

Work Environment

The work environment characteristics described here represent those an employee may encounter

while performing the essential functions of this job. Remote employee is not applicable to this

environment.

The noise level in the work environment is usually moderate; lighting is in the standard range.

Finance Manager-FP&A

The employee is subject to infectious waste, potential exposure to allergens in concentrated forms,

diseases, and conditions.

This role operates primarily in an office environment but may require occasional travel for conferences,

meetings, or client interactions.

EEO Compliance:

Family Allergy & Asthma provides equal employment opportunities to all employees and applicants for

employment and prohibits discrimination and harassment of any type without regard to race, color,

religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation,

gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement,

promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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