Director of Financial Planning and Analysis

The Director of Financial Planning and Analysis will prepare the budgets for 2 entities, which includes financial planning, assisting department heads with budget and variance inquiries, financial modeling, annual business plans, strategic direction to the finance team and other various duties. This role reports to the CFO and supervise a staff of 2 Financial Analysts.

Essential Job Functions

Lead the annual budgeting process by providing information and guidance to staff and administrators in the budget’s preparation, implementation, and control. Work with administrative and department staff to communicate overall goals for the budget, strategies to implement those goals in the budget, and ultimately producing a budget that meets those goals.

Prepare the budget presentation package for the Finance Committee and the Board of Trustees for each entity and lead the presentation of the budget packet to those groups.

Provide on-going support for the budget system and spend-down worksheets to department heads and administrative leadership.

Manage updates and maintenance to the multiple entity comprehensive budgeting software system (Adaptive).

Provide orientation services to new Department Heads to help with their understanding of their individual financial reporting requirements as it relates to their areas of responsibility.

Oversee the continuous improvement of financial systems, processes, and internal controls as related to FP&A functions.

Engage in financial modeling and analysis to support the development of short-term and long-term strategic initiatives and business plans to be communicated to senior leadership.

Directly supervise, review and evaluate work of supporting staff.

Required Experience and Abilities

Five+ years of progressively increasing responsibilities in budgeting, and financial planning & analysis required.

Experience in a non-profit, skilled nursing, healthcare or senior living setting preferred.

Bachelor’s Degree in Business with an emphasis in Accounting or Finance is required; a master’s degree is preferred.

A strong understanding of Financial Reporting and General Ledger is preferred

Excellent interpersonal skills, a collaborative style, and the ability to communicate effectively and build relationships at all levels, both internally and externally.

Ability to successfully work on several assignments simultaneously, setting priorities, meeting deadlines, and working independently within established guidelines is required.

Ability to provide supervision and coaching to staff, and leverage staff resources for optimum results is required.

Demonstrated a high level of accountability, follow-through, and ability to consistently provide strong customer service is required.