Financial Planning and Analysis Leader

2 weeks ago

Tampa FL USA, United States PrudentRx, LLC Full time

Job Title: Financial Planning and Analysis Leader

Job Summary:

We are seeking a highly skilled Financial Planning and Analysis Leader to join our team at PrudentRx, LLC. As a key member of our finance department, you will be responsible for leading financial planning and analysis, including forecasting and budgeting.

Responsibilities:

  • Lead financial planning and analysis (FP&A), including forecasting and budgeting.
  • Assist with preparing monthly, quarterly, and annual financial reports.
  • Manage expense policy, internal controls, and processes.
  • Oversee and manage the monthly closing process.
  • Manage the billing process and analyze claims data used for invoicing.
  • Implement procedures to ensure the accuracy of invoices.
  • Tactfully acquire and manage account receivables actions.
  • Manage annual operating budget and long-term forecast processes.
  • Establish financial metrics and KPIs to track company progress.
  • Preparation of monthly, quarterly, and annual financial reports.
  • Ensure compliance with financial laws and guidelines.
  • Establish & manage internal controls and processes.
  • Be a resource to the CFO.
  • Complete all necessary continued learning and training requirements per department and company need.
  • Other essential duties as assigned.

Requirements and Qualifications:

  • Bachelor's degree in finance, Accounting or Economics
  • CPA certification
  • 2-3 years of accounting experience
  • Strong analytical and math skills
  • General knowledge of accounting principles
  • Proficiency in QuickBooks online & SAP Concur
  • Ability to lead a growing team.

Work Environment:

This is a remote position, and the employee must provide a private workspace with a desk and chair, free from distraction.

Benefits:

  • Eligible for benefits within 30 days
  • Health (family)
  • Dental
  • Vision
  • STD, LTD, Critical Illness and Accident
  • Company Paid Life Insurance
  • Company Paid Holidays (6)
  • PTO cashout and rollover options.
  • Tuition Reimbursement
  • 100% Paid Parental Leave
  • 401(k) 100% company match up to 4% 90 days

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