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Manager, Financial Planning

3 months ago

Madison, United States Clarity Software Solutions Full time
Job DescriptionJob DescriptionManager, Financial Planning & Analysis

At Clarity, we pave the way to a seamless solution for healthcare document management for our clients, as they navigate through the evolving healthcare industry and increase member engagement.

We Offer:
  • Competitive compensation.
  • A full benefits suite including Medical/Dental & Vision plans.
  • 401k with company match.
  • A supportive and growth-oriented culture
  • Hybrid Schedule available

Job Summary:
The Manager, Financial Planning and Analysis (FP&A) supports the Director, FP&A acting as the primary owner of the Company’s FP&A activities, systems and models, as well as the principal architect and administrator of the Company’s FP&A planning and reporting applications and systems.  The Manager, FP&A, has a pivotal role within the Finance team, responsible for managing and optimizing financial planning systems and databases to facilitate accurate and insightful financial analysis and reporting. Reporting to the Director, FP&A, this position combines expertise in financial modeling, systems administration, and database management to support strategic decision-making and drive operational efficiency. The Manager, FP&A collaborates closely with cross-functional teams to enhance forecasting accuracy, streamline processes, and enable data-driven insights to inform key business initiatives. This is a remote position that will require occasional travel to Connecticut in alignment with required business needs. 

Key Responsibilities
1.   Financial Modeling and Analysis - Develop and maintain sophisticated financial models to support budgeting, forecasting, and scenario planning activities. Utilize advanced Excel skills and financial planning software to model various business scenarios, assess financial performance, and evaluate strategic opportunities. Conduct in-depth analysis of financial data to identify trends, variances, and insights that drive actionable recommendations for senior management.

2.   Systems Administration and Database Management - Serve as the primary administrator for financial planning systems and databases, including system configuration, customization, and maintenance. Collaborate with IT and external vendors to optimize system functionality, troubleshoot technical issues, and implement upgrades and enhancements. Ensure data integrity and accuracy by establishing and enforcing data governance standards, validation rules, and security protocols. Provide user support and training to finance and business users to maximize the effectiveness of financial planning tools and systems.

3.   Process Improvement and Optimization - Continuously evaluate and streamline financial planning processes and workflows to enhance efficiency and effectiveness. Identify opportunities to automate manual tasks, improve data integration and validation procedures, and enhance reporting capabilities. Partner with cross-functional teams to implement best practices and standardize financial planning methodologies across the organization. Act as a subject matter expert on financial planning systems and technologies, staying abreast of industry trends and emerging technologies to drive innovation and improve the FP&A function's effectiveness.
 
4.   Annual Operating Plan – Spearheads analytical layer of annual budget process with a focus on revenue, cost of goods sold, operating expenses and capital expenditures, and gather collects and analyzes financial data (e.g.,
inventory purchases, labor costs, vendor spend) with the goal of identifying potential cost savings and/or operating efficiencies. The role will also be responsible for estimating production costs, tracking changes in costs (price increases, change in production processes, etc.) and overseeing overall vendor spend.

Essential Functions:
  • Financial Analysis Skills - Proficiency in analyzing financial data, conducting variance analysis, and identifying key trends and insights.
  • System Administration - Experience in administering FP&A systems, including configuration, maintenance, and troubleshooting.
  • Data Management - Ability to manage and manipulate large datasets, ensuring data integrity and accuracy.
  • Reporting Expertise - Skill in developing and generating financial reports and dashboards to support decision-making and business analysis.
  • Financial Modeling - Knowledge of financial modeling techniques to create forecasts, scenario analysis, and business cases.
  • Technical Aptitude - Strong technical skills, including proficiency in Excel, SQL, and other data analysis and reporting tools.
  • Problem-solving Skills - Ability to identify issues with FP&A systems and processes and develop solutions to address them effectively.
  • Attention to Detail - Keen attention to detail to ensure accuracy in financial analysis and reporting.
  • Collaboration - Capability to work collaboratively with cross-functional teams, including finance, IT, and other departments.
  • Process Improvement - Experience in identifying process inefficiencies and implementing improvements to enhance efficiency and effectiveness.
  • Communication Skills - Effective verbal and written communication skills to convey complex financial concepts and insights to stakeholders.
  • Project Management - Ability to manage projects related to FP&A system enhancements or implementations, ensuring timely delivery and stakeholder satiManager of FP&Action.
  • Adaptability - Capacity to adapt to evolving business requirements and technology changes in the FP&A landscape.
  • Training and Support - Providing training and support to end-users on FP&A systems and processes to ensure adoption and proficiency.
  • Continuous Learning - Commitment to staying updated on industry best practices, emerging technologies, and advancements in FP&A systems and methodologies.

Education Required:
  • BS degree required, CPA preferred, MBA a plus.

Knowledge & Experience:
  • 10+ years of experience in finance and accounting with progressive proven leadership responsibilities.
  • Significant experience in a senior financial-management role, partnering with executive staff.
  • Experience working with information technology staff managing finance and accounting software packages.
  • Experience in a fast-paced environment with a high volume of transactions a plus; ideally in a software technology environment.

Personal Attributes
  • Excellent analytical and abstract reasoning skills, plus excellent organization skills.
  • Demonstrated leadership ability, team management, and interpersonal skills.
  • Excellent written and oral communication skills.
  • Ability to present ideas in business-friendly and user-friendly language.
  • Exceptionally self-motivated with a keen attention to detail.
  • High level of integrity and dependability with a strong sense of urgency and results orientation.

Physical Demands
  • Must be able to sit at a desk 80 percent of the time.
  • Must be able to occasionally move about inside the office to access office equipment.
  • Must be able to operate a computer and other office.
  • Must be able to frequently communicate via telephone and in meeting rooms.

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