Manager of Finance Planning & Analysis

Versiti, Inc.•Milwaukee, WI

65d•Hybrid

About The Position

The Manager of Financial Planning and Analysis (FP&A) for Versiti will manage a team of Financial Analysts and oversee internal reporting, financial/business analysis, budgeting and forecasting, and decision support analytics across a portion of Versiti's service lines and corporate services functions. The FP&A team also provides financial support for corporate development activities, business case preparation, and works collaboratively to ensure consistency in applicable planning and analysis tools and systems with the larger Versiti organization.

Requirements

Bachelor's Degree in Finance, Accounting or related field from an accredited college or university required
4-6 years of progressive experience in finance or accounting, with experience in financial planning, analysis and modeling required
Experience in supporting customer-facing departments (Sales, Marketing, Client Services, etc.) required
Demonstrated leadership skills to include effective verbal and written communication, problem solving, decision making, conflict resolution and organizational influence skills required
Ability to motivate and foster a successful team environment across service lines, functions and geographical locations, including facilitating change management initiatives within the Finance organization required
Works effectively and proactively with senior leadership to ensure financial goals are met required
Effective interpersonal and customer service skills required
Excellent reasoning and analytical skills with the ability to effectively communicate and present technical financial information to management required
Demonstrated project management methods to improve outcome and ensure effective resource utilization required
Extensive working knowledge of spreadsheets, word processing, database and other applications, including working with Enterprise Resource Planning (ERP) software to develop reports required
Working knowledge of valuation methodologies and excellent cost and revenue analytical skills, including the ability to model various scenarios and alternatives required

Nice To Haves

Master's Degree MBA preferred
Experience in a health care or manufacturing environment preferred

Responsibilities

Manages partnership relationships and financial analysis support with executives and leadership teams; helps ensure that financial analysts proactively provide appropriate ongoing financial analysis and support for current operations and future operational proposals.
Provides guidance and input, along with team of financial analysts, for the development of service line financial plans, budgets, forecasts, financial/statistical reports, market/customer analysis, pricing, costing models, financial impact assessments, and recommendations for operational improvements.
Models and analyzes opportunities to generate revenues and lower costs within relevant service lines, along with development of metrics and tools to understand underlying drivers & trends related to these opportunities.
Works with senior management to move forward initiatives needed to ensure achievement of the annual and long-range financial plans; identifies and communicates proactively on issues that may impact achievement of goals, and helps develop mitigation action plans.
Complies with policies and procedures to ensure the quality of financial reporting and analysis, and to enhance the overall effectiveness and efficiency of the Finance function. Communicates policies and procedures effectively and consistently.
Continuously improves financial processes to ensure appropriate utilization of resources. Collaborates with Finance partners to set key targets and measures for effectiveness and executes processes to achieve goals.
Creates consistency of analysis tools and processes, where possible, creating the most effective and efficient practices for service lines & Finance functions.
Provides project management leadership for improvement initiatives/special projects for service line partners. Identifies areas for improvement/projects such as revenue enhancement, cost containment, or other operational efficiencies, budget improvements, and cost/decision support projects.
Leads design and facilitates execution of financial processes, including establishment of new (related) service line reporting and portfolio management activities.
Assists Corporate Development and Finance Leadership with analysis of partnership opportunities and potential acquisitions, development of business plans, and valuation analyses.
Performs other duties as required or assigned which are reasonably within the scope of the duties in this job classification
Understands and performs in accordance with all applicable regulatory and compliance requirements
Complies with all standard operating policies and procedures