Finance Manager

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


Lake Worth, United States Octagon Professional Recruiting | Octagon Financial Consulting | Octagon Executive Search Full time

Job Summary

FP&A SENIOR ANALYST / MANAGER's main function is to provide short- and long-term plans with annual operating and capital budgets. With the use of financial modeling, FP&A forecasts operating and profitability performance and sets annual targets for Key Performance Indicators (KPIs). By providing an annual budget, it provides management a clear picture of the current and future performance while giving employees a direction to work towards.


Essential Duties and Responsibilities

  • Analyze the trends of Key Performance Indicators (KPIs), especially relating to financial metrics such as Revenue per office, expenditures, and profit margin.
  • Monitor KPIs and identify the cause of any unexpected variances
  • Develop and continually improve budgeting, financial projections, and operating forecast
  • Present the monthly and quarterly financial reports of various units and departments
  • Implement a business intelligence tool and dashboard reports
  • Develop financial models and analyze them to support strategic initiatives
  • Support management team and the Heads of Department with data-driven analysis
  • Store unit economics, cost and margin analysis
  • Assist in preparation of annual budgets.
  • Participate and assist in preparation of monthly forecast
  • Works with General Accounting on monthly journal entries
  • Review and follow-up on financial questions from leadership
  • Provide recommendations on changes in processes to create greater efficiency, drive revenues and/or lower cost.
  • Strategic planning
  • Budgeting & financial planning
  • Financial analysis, project management
  • Variance explanations
  • An updated forecast with risks and opportunities to current plan
  • Key Performance Indicators (KPIs)



Skills and Qualifications

  • Bachelor’s degree in Accounting or Finance required.
  • 7+ years’ experience in financial analysis, reporting and/or budgeting at a corporate level preferred.
  • Healthcare industry preferred
  • Advanced Microsoft Excel skills (XLOOKUP, VLOOKUP, sumifs, pivot tables) is required. Proficient with Microsoft Office Suite including Office 365 is preferred.
  • Excellent verbal and written communication skills.
  • Working knowledge of accounting/financial theory and practice.
  • Demonstrated financial modeling, analytical and research skills.



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