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Regional Financial Planning Lead

2 months ago

Skokie, Illinois, United States Covenant Living Full time
Join Our Mission to Serve
This role is pivotal in our Corporate office, focusing on the strategic planning, forecasting, reporting, and analytical functions for various Communities within our organization. You will collaborate closely with the Regional Operations Director to assist Community leadership in comprehending actual financial outcomes against projections, providing valuable analyses and insights to help communities achieve their targeted objectives.

Your responsibilities will include partnering with each Community's Executive Director to prepare and coordinate the monthly forecasts and the Annual Operating Plan across the Community. Additionally, you will be tasked with conducting ad-hoc analyses and developing value-added models that empower leadership to make informed business decisions.

Key Duties:
  • Support communities in understanding their financial performance relative to plans and forecasts, equipping them with analyses and tools to proactively meet their goals.
  • Engage regularly with Community, Regional Operations, and Central Office FP&A leadership to review financial performance and anticipated trends.
  • Play a critical role in the annual planning process by collaborating with the Executive Director to coordinate the Operating Plan for each assigned community, including facilitating campus projections and supporting budget updates.
  • Prepare and analyze monthly results through the Community Monthly Reporting Package, working alongside the Controllership team to evaluate community-specific and departmental performance drivers.
  • Assist in analyzing the financial implications of business initiatives such as pricing adjustments, capacity modifications, care level changes, or impacts from new construction.
  • Participate in monthly operational discussions, providing insights into financial aspects such as cash flow, net operating margin, and revenue & expense forecasts.
  • Prepare presentations and engage in quarterly Financial Advisory Meetings with stakeholders.
  • Review and analyze community forecasts, keeping FP&A leadership informed of expected outcomes.
  • Support FP&A leadership in the Integrated Strategic Plan (ISP) process by providing projections for census, revenue, and expense assumptions, alongside insights on business trends.

Required Qualifications:
  • Bachelor's degree in Accounting, Finance, or a related field.

Preferred Qualifications:
  • MBA or CPA is advantageous.

Experience:
  • A minimum of 7 years of relevant experience in Financial Planning and Analysis, Accounting, or a similar discipline.
  • Experience in Health Care, Senior Living, or a related field is highly preferred.

Knowledge, Skills, and Abilities:
  • Proficiency in financial planning and/or accounting with strong analytical capabilities.
  • Self-motivated and independent, with a high degree of adaptability and comfort in collaborating with senior leaders.
  • Ability to work collaboratively across various organizational levels, demonstrating a positive attitude and customer-centric approach.
  • Strong business acumen with the ability to simplify complex financial concepts for non-financial professionals.
  • Meticulous attention to detail with a proven track record of producing accurate work while assessing the reasonableness of outcomes.
  • Excellent communication skills, both written and verbal, with proficiency in English.
  • Demonstrated experience and aptitude for working with financial systems, including Microsoft Excel and Financial Planning applications.

Benefits:
  • Comprehensive medical, dental, and vision insurance.
  • Employer-paid group term life and disability insurance.
  • Paid Time Off (PTO) and six paid holidays.
  • 403(b) plan with a 3% employer match.
  • Access to fitness centers at most facilities.
  • Various voluntary benefits, including life insurance, tuition assistance, employee assistance programs, and more.

Covenant Living is an equal opportunity employer, committed to diversity and inclusion in the workplace.