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Financial Planning

4 months ago

New Haven, United States Fair Haven Community Health Care Full time

Fair Haven Community Health Care


FHCHC is a forward-thinking, dynamic, and exciting community health center that provides care for multiple generations at nearly 140,000 office visits in 19 locations. Overseen by a Board of Directors, the majority of whom are patients themselves, we are proud to offer a wide range of primary and specialty care services, as well as evidence-based patient programs to educate patients in healthy lifestyle choices. As we grow and are able to bring high-quality health care to more areas that need access, we continue to put our patients first in everything we do. The mission of FHCHC is “To improve the health and social well-being of the communities we serve through equitable, high quality, patient-centered care that is culturally responsive.”


For over 50 years, we have been a health care leader in our community focused on providing excellent, affordable primary care to all patients, regardless of insurance status or ability to pay. Fair Haven is proud to have a diverse and motivated team of professionals who are constantly seeking ways to enhance and improve the health and well-being of all patients. We believe that everyone should have access to high-quality medical and dental care, regardless of ability to pay.

The Financial Planning & Analysis (FP&A) Director is responsible for efficient and effective financial oversight, including budgeting, analysis and forecasting, reconciliation and reporting. The role is essential in ensuring compliance and providing timely and useful financial data and guidance to sr. leadership to support decision making.


Duties and responsibilities

Reporting to the VP of Finance the Director (FP&A) will support the VP with regular monthly financial planning, analysis and reporting to various constituents (internal and external) for federally qualified health center with a $40M budget. Typical duties include, but are not limited to:


  • Support VP, Finance with the annual budget process for Fair Haven Community Health Clinic, Inc. (FHCHC). Engage colleagues and leads among various departments, forming workgroups across FHCHC to obtain input and build department- and site-specific budgets.
  • Create and maintain monthly budget-to-actual analyses and forecasts. Develop tracking and forecasting reports to regularly present to department budget owners to ensure adherence to budget.
  • Adhere to financial policies and month close timelines. Monitor and reconcile financial activity using multiple systems (e.g Abila MIP, EHB, PMS).
  • Provide preparation support as needed for monthly Finance Committee and Board of Directors meetings.
  • Create models to provide timely ad hoc analysis, including pro forma modeling.
  • Create and maintain department-wide calendar for Finance, to include key annual deliverable dates. Track and assist in preparing quarterly financial and compliance reporting requirements of New Market Tax Credit (NMTC) transaction to external CDEs and banks.
  • Understand FHCHC’s grant universe (Federal, State and private), including grant cycles, funder agreements, restrictions and compliance with spend and reporting requirements.
  • Partner with various grant leads and respective sr. leadership (e.g. VP Finance, VP Data & Quality, CEO, etc.) to create grant budgets throughout the year per organization strategy and needs.
  • Work with the Grants Manager on progress and financial analysis and report reconciliation, including grant billing, drawdown and expense reports.
  • Maintain close oversight of grants, including allocations and time/effort reporting. Forecast and assess progress, proactively report on financial implications and suggest recommendations for action, including re-budgeting.
  • Perform other financial-related tasks as required.


Bachelor’s degree in Finance or related field and a minimum of five years’ experience in financial reporting and analysis, budgeting and forecasting required. (Master’s degree in Finance or related is preferred). At least two years of experience with grants (preferably Federal and State) – budgeting, revenue and expense tracking, compliance and reconciliation and competency with Office 365, with advanced knowledge in Excel, including modeling, pivot tables and vlookups also required.


The ideal candidate will have:


Five years in a supervisory role; the ability to work independently with minimal supervision, prioritize tasks in a deadline driven environment, think out of the box and suggest recommendations for improvement; strong problem-solving and analytical skills with attention to detail; excellent interpersonal and communication skills with demonstrated proof of presenting to sr. leaders; non-profit and healthcare experience; and knowledge of UKG Kronos and Abila MIP financial software.


Direct Reports

Grants Manager and Financial Reporting Sr.


American with Disabilities Requirements:

External and internal applicants, as well as position incumbents who become disabled, must be able to perform the essential job specific functions (listed within each job specific responsibility) either unaided or with the assistance of a reasonable accommodation to be determined by the organization on a case by case basis.

Fair Haven Community Health Care is an Equal Opportunity Employer. FHCHC does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.