Finance Manager

PDS Health•Irvine, CA

12d

About The Position

The Finance Manager is responsible for building and maintaining the team's technical reporting platform, facilitating data analytics, participating in AI development, and supporting the financial cadence of the business. The Finance Manager reports directly to the Director of Finance, as well as indirectly to internal business partners on financial matters, supporting data-driven business decisions and strategy. A successful Finance Manager will not only report information, but also provide actionable insight and guidance to business leaders. This person will be a technical expert with the intellectual curiosity to learn the operational side of our business.

Requirements

Expert/Master level skill in Power BI, from data ingestion, ETL, measure creation, to report design and layout
Expert/Master in Microsoft Excel and ERP/GL systems such as Oracle
Advanced knowledge of: SQL, Microsoft Fabric (dataflow and pipeline), VBA, Oracle, Claude, and AI platforms
Ability to adapt developed skillsets to an AI environment
Passion for pulling meaning from large datasets
6-8+ years of progressive finance and accounting experience
Bachelor's degree in accounting, finance, or data science

Nice To Haves

Experience in a multi-regional healthcare, retail, or dental company
Experience in Oracle Cloud Systems or Hyperion Financial Management
Experience with forecasting/budgeting process
Ability to see the 'big picture' while working in the details
Strong skill as a team player with ability to be flexible based on shifting priorities
Strong verbal and written communication skills.
Organizes, plans and performs assigned duties related to highly complex issues with minimal supervision to meet deadlines in a busy environment.
Ability to lead others while maintaining effective business relations with team members throughout the organization.
Highly developed teambuilding, influencing, and collaboration skills.
Focus on continuous learning and developing financial acumen of team members.
Continuously improving processes and accountability for extraordinary performance.
Ability to handle and maintain extreme confidentially with employee records, compensation information, etc.
Ability to draw valid conclusions; apply sound judgment in making decisions under potential high-pressure situations.

Responsibilities

Architect, develop, and maintain existing/new reporting platforms in Power BI and other systems.
Partner with finance, accounting, and operations leaders on analytics and reporting to support business initiatives.
Contribute to development of AI tools to support analytics and efficiency in-line with company objectives.
Own annual, quarterly, monthly, and ad-hoc reporting processes and automations.
Collaborate with business partners on the data team to advise on data architecture and collaborate as needed.
Provide insightful reporting for various levels/areas that links the past and present to future expectations for key value drivers of the business.
Communicate and collaborate with people at all levels throughout the organization, including executive management.
Maintain an appropriate professional appearance and demeanor in accordance with Company policies. Ensure compliance with Company policies, as well as State, Federal and other regulatory bodies
Other duties as assigned by Management.