Director of Financial Planning and Analysis

Trilogy Careers • Skokie, IL

1d • Hybrid

About The Position

The Director of Financial Planning & Analysis (FP&A) will lead the financial planning and analysis function of the Accounting Department to ensure proper operation of budgeting, analysis, and reporting exists and is maintained for the organization. They will have overall responsibility for the activities related to standard monthly reporting and analysis of results at the organization level and at the departmental/cost center level. The Director of FP&A will develop effective dashboard tools and scorecards for individual departments and programs, highlighting the most pertinent operating metrics and Key Performance Indicators. They will work closely with department leaders to establish cost center budgets and to provide feedback on actual performance versus budget. The Director of FP&A will assist in developing corrective action plans for departments missing their financial deliverables. The incumbent will work closely with other members of the Accounting Department to ensure the organization is prepared for all external audits. They will also support various ad-hoc requests, budget development and analysis for new / proposed programs, and ongoing maintenance/interpretation of analytical tools.

Requirements

• Bachelor’s Degree in Accounting, Finance, or other closely related field required.
• 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)

Nice To Haves

• MBA or CPA designation preferred
• Proficiency with Power BI, or similar tool, a plus.
• Prior experience with system implementation of a modest or large-scale operating unit, preferred

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
• Perform other related duties and/or projects as assigned.

Benefits

• FREE Virtual Primary Care, Urgent Care, and Mental Health Counseling for ALL Employees
• PAID Maternity/Paternity leave
• Medical Insurance (BCBS of IL)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Long-Term & Short-Term Disability
• Pet Insurance
• FSA (Health, Dependent Care, Transit)
• Telemedicine
• EAP
• 403(b) Retirement Plan with Employer Match

What This Job Offers

• Job Type: Full-time
• Career Level: Director