Financial Planning Manager
3 weeks ago
Crossover Health is a pioneering healthcare company that's redefining the way healthcare is delivered. Our team-based medical group focuses on wellbeing and prevention, extending beyond traditional sick care. We're building a community of members who see healthcare as a proactive part of their lifestyle.
Job Summary
The Finance Manager is responsible for analyzing daily financial activities and providing strategic guidance to upper management on future financial plans. This role requires a deep understanding of financial data and the ability to communicate complex information to senior-level business partners.
Key Responsibilities
- Develop and maintain financial reports, providing actionable insights to managerial staff.
- Advise on investment activities and provide strategic recommendations to the company.
- Ensure the financial health of the organization by analyzing costs, pricing, and sales results.
- Develop trends and projections for the company's finances.
- Conduct reviews and evaluations for cost-reduction opportunities.
- Manage the preparation of the company's budget.
- Liaise with auditors to ensure accurate monitoring of company finances.
- Collaborate with various departments to discuss company plans and agree on future paths.
- Hire, coach, and develop staff, ensuring they have the necessary skills and knowledge to excel in their roles.
- Bachelor's degree in Finance, Accounting, or Economics.
- 5+ years of progressive experience in the financial sector.
- Ability to synthesize complex data into actionable information.
- Excellent communication and interpersonal skills.
- Highly proficient in Excel, with expertise in pivot tables, vlookup, and sumifs.
- CPA license.
- Strong verbal and written communication skills.
- Solid understanding of financial statistics and accounting principles.
- May require standing, walking, and sitting for extended periods.
- Occasionally lift and carry items weighing up to 50 lbs.
- Manual and finger dexterity and hand-eye coordination.
- Includes full range of body motion.
- Requires corrected vision, hearing, and speech within normal ranges.
The base pay range for this position is $116,026.00 to $136,331.00 per year. Pay range may vary depending on work location, applicable knowledge, skills, and experience. This position may be eligible for an annual bonus opportunity and comprehensive benefits package that includes Medical Insurance, Dental Insurance, Vision Insurance, Short- and Long-Term Disability, Life Insurance, Paid Time Off, and 401K.
Crossover Health is committed to Equal Employment Opportunity regardless of race, color, national origin, gender, sexual orientation, age, religion, veteran status, disability, history of disability, or perceived disability. If you need assistance or an accommodation due to a disability, you may email us at
To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.
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