Regional Manager, Finance Operations

Trinity Health

19d

About The Position

The Regional Manager Finance Operations is responsible for facilitating the development of both the operational rolling forecast and the capital budget for Loyola Medicine (IL) and Saint Joseph Health System (IN) health systems. They direct the work of monthly, multi-year and long-term revenue and expense forecast projections in collaboration with Regional Leadership. They monitor organizational performance to rolling forecasts throughout the fiscal year. They prepare and present reports related to forecasting and financial analysis. They manage teams that function as the subject matter experts to organizational management on the rolling forecast tool, the financial analysis tool, capital acquisition process, and monthly financial analysis. The Regional Manager is responsible for all tasks related to the preparation and development of the annual rolling forecast for the health systems. They make recommendations on financial improvement opportunities. They meet regularly with finance executives to assist in the developing of ministry specific forecasts. They organize and participate in the Finance Lunch and Learns, which provide financial education and training for leaders. The Regional Manager of Finance Operations participates in month end close analytics and reporting. They interact often with System Office staff and leadership.

Requirements

Bachelor's degree in Accounting or Finance
7-10 years of previous job-related experience
3-5 years of managerial experience

Nice To Haves

Master's degree preferred
CPA (Certified Public Accountant) preferred

Responsibilities

Responsible for the development of both the rolling forecast and strategic financial plan for the IL and IN health systems.
Uses the rolling forecast and financial reporting tools.
Manages submission process.
Facilitates the development of the health system capital budget.
Meets with management and senior management to aid in project prioritization.
Oversees management of local and major capital portfolio.
Interviews, hires, orients, trains, evaluates and develops the performance of staff.
Disciplines and/or discharges department personnel, when necessary.
Provides direction and prioritization.
Leads in situations that involve sensitive and/or complex work, related problems, resolves complaints and responds to inquiries regarding department operations.
Ensures cross-training opportunities are built into department strategy to establish depth of knowledge and flexibility in staff utilization.
Performs related duties by researching, analyzing, preparing reports, monitoring forecast variances, and proposing necessary adjustments.
Develops and maintains all reports generated by the rolling forecast and financial monitoring system and ensure access of these reports to all department heads where applicable.
Assists management in using and interpreting the rolling forecast and financial analysis system to make decisions, to identify and implement opportunities to improve operations.
Much of this work is done with the Lunch and Learn Series, which this role organizes.
Works closely with Accounting leadership during month end close processes.
Manages schedule of deliverables and ensures all of Finance is meeting timelines.
Communication with Finance leadership and escalation is key.
Prepares, analyzes, and explains ad hoc analysis, as requested.