FP&A Manager

3 months ago

Medford, United States Homeworks Energy Full time
Job DescriptionJob Description

Financial Systems & Process Improvement Manager

Position Type: Full-time, salaried position

Job Summary:

The Financial Systems & Process Improvement Manager is responsible for leading the financial planning, forecasting, and analysis functions within the organization. This role collaborates closely with the Controller to ensure alignment between financial operations and strategic objectives.

Essential Functions:

The Essential Functions are representative, but not all-inclusive, of the knowledge, skills, and abilities required to perform this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position.

1. Financial Planning and Forecasting:

a. Develop and maintain financial models to support short-term and long-term planning processes.

b. Lead the annual budgeting process and periodic forecasting activities.

c. Analyze variances between actual results and forecasts, providing insights to senior management.

2. Financial Analysis and Reporting:

a. Prepare regular financial reports and presentations for the CEO and other stakeholders.

b. Conduct ad-hoc financial analyses to support decision-making and strategic initiatives.

c. Monitor key performance indicators (KPIs) and provide recommendations for improvement.

3. Strategic Planning Support:

a. Collaborate with executive leadership to develop strategic initiatives and business plans.

b. Assess the financial impact of proposed projects or investments.

c. Provide financial insights to support strategic decision-making processes.

4. Cross-functional Collaboration:

a. Work closely with the Controller to ensure accuracy and integrity of financial data.

b. Collaborate with department heads to gather input for financial forecasts and budgets.

c. Liaise with external stakeholders, such as auditors or financial advisors, as needed.

5. Continuous Improvement:

a. Identify opportunities to streamline financial processes and improve efficiency.

b. Implement best practices in financial planning and analysis to enhance decision support capabilities.

c. Stay informed about industry trends and regulatory changes affecting financial management.

6. Team Leadership:

a. Provide leadership and guidance to team members, fostering a collaborative and high-performance work environment.

b. Set clear performance expectations, provide regular feedback, and support professional development opportunities for team members.

c. Delegate tasks effectively, ensuring the efficient completion of financial planning and analysis activities.

7. Perform additional tasks as required.

Education & Experience:

· Bachelor degree in Finance, Accounting, or related field required, MBA preferred

· Certified Public Accountant (CPA) or Certified Management Accountant (CMA) preferred.

· Minimum of 7 years of experience in financial planning analysis roles, with increasing levels of responsibility.

· Proficiency in financial management software, Customer Relationship Management (CRM) software, and Microsoft Office Suite; experience with NetSuite and Salesforce a plus.

· Proven experience in developing financial models and conducting complex analyses.

· Strong understanding of accounting principles and financial reporting standards.

· Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.

· Ability to work effectively in a fast-paced environment and manage competing priorities.

· Requires proficiency in reading, writing, and communicating in English.

Supervisory Responsibilities:

This is a management role that is responsible for managing a team, department(s), or region(s), and is responsible for setting performance goals, conducting evaluations, providing feedback to team members, allocating tasks and responsibilities as required, and managing resources.

Work Environment:

Office Environment: This position is primarily based in an open office environment with typical office conditions; however, may occasionally be required to perform duties outside the typical office setting.

· Hybrid position: This position is a flexible work model that combines remote and on-site work. When working remotely, the employee is required to have a workspace free of distraction during work hours to perform job duties.

Physical Demands:

· Requires sitting at a desk for long periods of time, performing tasks on a computer, the ability to move within the office to attend meetings, access equipment, or interact with colleagues.

· This job may require travel in a personal or company-provided vehicle.

Equal Opportunity Employer:

At HomeWorks Energy, we celebrate diversity, inclusion, and collaboration. As an Equal Opportunity Employer, we do not discriminate against race, color, religion, national origin, sex, age, gender identity, or expression, sexual orientation, physical or mental disability, veteran status, or any other applicable

characteristics. All employment decisions are based on qualifications, skills, and experiences needed to successfully perform the job.

  • FP&A Manager

    3 weeks ago

    Medford, United States Homeworks Energy Full time

    Job DescriptionJob DescriptionFinancial Planning & Analysis (FP&A) ManagerPosition Type: Full-time, salaried positionJob Summary:The FP&A Manager is responsible for leading the financial planning, forecasting, and analysis functions within the organization. This role collaborates closely with the Controller to ensure alignment between financial operations...

  • Senior Accountant/Sr. FP&A Analyst | Medford-Grants Pass area

    4 weeks ago

    Medford, United States PTW Full time

    PTW is the world leader provider of gaming services, committed to deliver exceptional gaming experiences. We are driven by innovation, integrity, and excellence, and strive to make a positive impact in the gaming industry! We are currently seeking a highly skilled and experienced Senior Accountant/Sr. FP&A Analyst to join our team and contribute to our...

  • Senior Accountant/Sr. FP&A Analyst | Medford-Grants Pass area

    4 weeks ago

    Medford, United States PTW Full time

    PTW is the world leader provider of gaming services, committed to deliver exceptional gaming experiences. We are driven by innovation, integrity, and excellence, and strive to make a positive impact in the gaming industry! We are currently seeking a highly skilled and experienced Senior Accountant/Sr. FP&A Analyst to join our team and contribute to our...

  • Flight Paramedic

    2 weeks ago

    Medford, United States Mercy Flights Inc Full time

    Job DescriptionJob DescriptionMercy Flights is accepting applications for a full-time Flight Paramedic.Mercy Flights was established in 1949 and is one of the nation’s oldest non-profit Air Ambulance Services. We provide high quality clinical service, at a reasonable cost, for helicopter and fixed wing transport, and 911 ALS ground transport. This unique...

  • Flight Paramedic

    2 months ago

    Medford, United States Mercy Flights Inc Full time

    Job DescriptionJob DescriptionMercy Flights is accepting applications for a full-time Flight Paramedic.Mercy Flights was established in 1949 and is one of the nation’s oldest non-profit Air Ambulance Services. We provide high quality clinical service, at a reasonable cost, for helicopter and fixed wing transport, and 911 ALS ground transport. This unique...

  • Aerial Emergency Medical Technician

    2 weeks ago

    Medford, Oregon, United States Mercy Flights Inc Full time

    Position OverviewMercy Flights Inc. is seeking applications for a full-time Aerial Emergency Medical Technician.Established in 1949, Mercy Flights is among the oldest non-profit air ambulance services in the nation. We are dedicated to delivering exceptional clinical services at competitive rates for both helicopter and fixed-wing transport, as well as 911...

  • Mechanical Service Technician

    4 months ago

    Medford, United States Beverage Systems, Inc Full time

    Job DescriptionJob DescriptionSalary: $18 to $22 per HRBeverage Systems has been a family owned business since 1988.  We are dedicated to bringing exceptional service to the dispensed beverage industry.  Whether it is a full service, equipment and sales support program or a standard service call program, Beverage Systems uses technology, experience, and...

  • Food Service Lead

    4 days ago

    Medford, Oregon, United States Sodexo S A Full time

    About the RoleWe are seeking a skilled Food Lead Worker to join our team at Sodexo. As a Food Lead Worker, you will play a key role in the preparation and serving of our vibrant cafe menu, ensuring all working areas are kept clean and tidy. Your welcoming customer service will put a smile on people's faces and make an impact in their everyday lives.Key...

  • Assistant Director, Commissioning and Systems Turnover

    4 months ago

    Medford, Oregon, United States Tufts University Full time

    Overview Tufts Operations Division is responsible for approximately 5.7 million square feet of space across four campuses (Somerville/Medford, Grafton, Boston, and the School of the Museum of Fine Arts). Operations drives collaboration across the University and within its communities to elevate innovation and strategic investment in creating, connecting,...

  • Customer Service Representative

    4 weeks ago

    Medford, United States Enterprise Rent-a-Car Group Full time

    We are hiring now for immediate openings. Responsibilities include: Take incoming calls- reservations, rate quotes, general questions and answers, provide information and resolution for customers, other branches, insurance companies, dealerships, repair shops, and other vendors Manage outgoing calls for callback management, A/Rs, and miscellaneous calls as...

  • Experienced Patient Service Representative

    3 days ago

    Medford, Oregon, United States A First Choice Staffing Service Full time

    A First Choice Staffing Service is seeking a highly skilled and experienced Patient Service Representative to join our team. As a Patient Service Representative, you will be responsible for providing excellent customer service to patients, scheduling appointments, and managing patient inquiries and appointments.Responsibilities:Provide exceptional customer...

  • Healthcare Billing Coordinator

    2 weeks ago

    Medford, Oregon, United States A First Choice Staffing Service Full time

    Position Overview: We are seeking a dedicated and detail-oriented individual to train as a medical billing assistant. This is an excellent entry-level opportunity to gain hands-on experience in the medical billing field. The medical billing assistant collaborates with the billing department, undertaking various responsibilities to assist patients, insurance...

  • Healthcare Billing Coordinator

    1 week ago

    Medford, Oregon, United States A First Choice Staffing Service Full time

    Position Overview: We are seeking a dedicated and detail-oriented individual to fill the role of a medical billing assistant. This is an excellent entry-level position that offers the opportunity to gain hands-on experience in the medical billing field.Key Responsibilities:Billing: Responsible for invoicing patients or insurance providers for medical...

  • Inbound Phone Sales Consultant

    4 months ago

    Medford, United States A Place For Mom Full time

    Job DescriptionJob DescriptionCompany DescriptionAbout A Place for MomWe’re the leading online platform connecting families searching for senior care with a team of experienced local advisors providing insight-driven, personalized solutions. As the nation’s most trusted senior advisory service, we are a mission-based organization that enables caregivers...

  • Infusion R.N.

    2 weeks ago

    Medford, United States A First Choice Staffing Service Full time

    This position is for the day shift and can be flexible Monday to Friday, 7:30 am to 5 pm it is 2 to 2 1/2 days a week No nights, weekends, or major holidays. RN $45-$48 DOE Job Responsibilities: Provide infusion therapy and medication management to patients Administer medications and monitor patient responses Assess patients' conditions and collaborate with...

  • Experienced Patient Service Rep

    1 day ago

    Medford, United States A First Choice Staffing Service Full time

    A First Choice Staffing Service - Immediate Hire: Experienced Patient Service Rep Monday- Friday 8:30 am-5:00 pm Looking for someone with at least two years or more of concurrent employment in the medical field or a hospital setting - (EPIC experience is a plus) - Must have experience scheduling patients for multi-specialty practice or hospital, answering...

  • Experienced Patient Service Rep

    3 months ago

    Medford, United States A First Choice Staffing Service Full time

    A First Choice Staffing Service - Immediate Hire: Experienced Patient Service Rep Monday- Friday 8:30 am-5:00 pm Looking for someone with at least two years or more of concurrent employment in the medical field or a hospital setting - (EPIC experience is a plus) - Must have experience scheduling patients for multi-specialty practice or hospital, answering...

  • Medical Office Coordinator

    1 hour ago

    Medford, Oregon, United States A First Choice Staffing Service Full time

    We are seeking a highly skilled and organized Patient Service Representative to join our team at A First Choice Staffing Service. As a key member of our medical office team, you will be responsible for providing exceptional patient care and administrative support.Key Responsibilities:Checking in/out patients and verifying patient informationGreeting patients...

  • Medical Office Representative with EPIC Experience

    6 days ago

    Medford, Oregon, United States A First Choice Staffing Service Full time

    We are seeking a highly skilled and experienced Medical Office Representative to join our team at A First Choice Staffing Service. As a Medical Office Representative, you will be responsible for providing exceptional patient care and administrative support in a fast-paced medical office environment.Key Responsibilities:Patient Check-in/Check-out: Ensure...