Financial Planning & Reporting Manager

Cohere Health

104d • $115,000 - $135,000

About The Position

We are seeking a highly skilled and motivated Financial Planning & Reporting Manager to join our finance team. As a finance leader at Cohere Health, you will play a crucial role in shaping our financial strategies and driving our company's growth. You will be at the heart of our financial planning processes, providing critical insights and recommendations to our senior leadership team. This is an exciting opportunity to work closely with top executives and contribute to strategic decision-making in a dynamic startup environment.

Requirements

• Bachelor's degree in a Business-related field with emphasis in Finance, Accounting, or Economics
• 5+ years of experience with financial planning, systems and modeling
• Strong sense of ownership and accountability for work required
• Advanced Excel skills required
• Expertise with Planning and Budgeting tools required
• Familiarity with Oracle/NetSuite & Tableau preferred
• Previous experience in SaaS, healthcare/health-tech preferred
• Mac OS experience preferred
• Ability to work independently and as part of a team in a fast-paced, dynamic environment
• Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders
• Understanding of accounting principles
• High attention to detail and accuracy
• Strong analytical and problem-solving abilities

Nice To Haves

• Familiarity with Oracle/NetSuite & Tableau
• Previous experience in SaaS, healthcare/health-tech
• Mac OS experience

Responsibilities

• Lead the development and delivery of the quarterly, annual long range planning processes
• Collaborate with cross-functional teams to gather relevant data and assumptions for accurate financial projections
• Continuously refine and improve forecasting methodologies to enhance accuracy and reliability
• Own the creation & timely delivery of internal management reporting to support executive leadership & strategic finance partners
• Analyze financial and operational results versus forecast and plan, identifying key variances and trends
• Investigate and explain the causes of variances, providing actionable insights and recommendations to the management team
• Prepare and present detailed variance analysis reports to senior leadership
• Assist in the preparation of financial and strategic presentation materials for monthly/quarterly management and Board of Directors meetings
• Craft compelling narratives that highlight financial performance, strategic initiatives, and growth opportunities
• Develop and maintain Oracle/NetSuite Planning and Excel models to support financial forecasts and strategic initiatives
• Serve as the organization’s financial systems expert and proactively make recommendations to improve the technology stack and the associated outputs
• Conduct comprehensive analyses to validate existing forecasts and evaluate the financial impact of potential decisions
• Collaborate with various departments to ensure alignment and consistency in financial modeling assumptions
• Support the development of key performance indicators (KPIs) and track progress against targets
• Regularly perform ad-hoc analyses as required, addressing urgent business needs and strategic initiatives
• Deliver high-quality, data-driven insights to support critical financial decisions
• Flexibly respond to changing business requirements and priorities with timely, accurate analyses

Benefits

• Fully remote opportunity with about 10% travel
• Medical, dental, vision, life, disability insurance, and Employee Assistance Program
• 401K retirement plan with company match; flexible spending and health savings account
• Up to 184 hours (23 days) of PTO per year + company holidays
• Up to 14 weeks of paid parental leave
• Pet insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees