Manager, Financial Planning

Salary: $112,700 - $188,210

Location: 955 Powell Ave SW, Renton, WA 98057 

Would you like to have a career that makes a daily difference in people's lives? Do you want to be part of a caring, respectful, diverse community? If you answered yes to these questions, keep reading

HealthPoint is a community-based, community-supported and community-governed network of non-profit health centers dedicated to providing expert, high-quality care to all who need it, regardless of circumstances. Founded in 1971, we believe that the quality of your health care should not depend on how much money you make, what language you speak or what your health is, because everyone deserves great care.

Position Summary:

The Manager, Financial Planning & Analysis (FP&A) serves as a key financial partner by supporting current and strategic financial planning and providing financial and business acumen to a growing organization. The Manager, FP&A helps operational and senior leaders make informed financial decisions, provides insights into business operations performance, and drives decisions supporting strong revenue, cost containment, and cost accounting. Working closely with operational and financial leaders and an FP&A team, the Manager, FP&A will manage budgeting and forecasting, analyses to support financial decisions, and lead budgeting for grant funded programs. The Manager, FP&A will lead the financial reporting for annual federal regulatory reporting.

As a key leader of HealthPoint, the Manager, FP&A creates and fosters a culture of inclusivity, respect, understanding, compassion and empowerment in service to the well-being and growth of its patients, communities and employees.

Compensation is dependent on skills and experience.

Your contribution to the team includes:

• Lead the financial analyst team by mentoring, managing workflow, hiring, and training.
• Manage the process of preparing the annual budget and monthly forecasts in conjunction with the team of financial analysts.
• Guide the analyses of monthly financial results, including revenue and expense for HealthPoint's operating units and the entire organization.
• Identify and report financial trends, opportunities, and areas for improvement through analysis and modeling.
• Coordinate and create pre-award grant budgets through collaboration with fund development, program stakeholders, and the grants management team.
• Communicate through written narratives, visualizations, and conversation financial results to internal stakeholders, including senior leaders.
• Compile and prepare data and analyses from a variety of data sources to analyze and prepare financial models supporting recommendations to senior leaders.
• Manage the financial reporting components of annual regulatory reports to federal regulators, including Health and Human Services and Centers for Medicare and Medicaid Services.
• Administer the financial planning and analysis system and related internal controls.
• Maintain good attendance, is punctual and works full scheduled shift is a condition of employment.
• Demonstrate respectful, professional and appropriate behavior that supports a team-oriented work environment.
• Demonstrate a commitment to the mission, goals, core values justice, respect, compassion, excellence, and stewardship.
• Responsible for hiring, performance management, talent development, employee relations, recognition and training of staff by providing effective leadership.
• Ensure all work is completed in support and enhancement of the objectives and goals of the organization.
• Continuously evaluate and improve processes and procedures to streamline and enhance office operations using the HealthPoint Lean Management System (HLMS) tools and processes.
• Other duties as assigned by supervisor.

SECONDARY DUTIES AND RESPONSIBILITIES

• Support developing treasury management within the financial planning and analysis team.
• Support the implementation and maintenance of a new financial planning and analysis system, including supporting stakeholder adoption and use.
• Support the process to renew the organization's annual risk management policies.
• Attend staff meetings, in-service meetings and participate in committees and task force activities as required.
• Assume department supervisory duties in the absence of Director of FP&A

Must have's you'll need to be successful:

• Bachelor's degree (BA or BS) in Finance or Accounting from a four-year college or university. Minimum of six (6) to eight (8) years of relevant experience in financial analysis and budgeting or equivalent combination of education and experience.
• Minimum of three (3) years managing professional staff members.
• Minimum of two (2) years working with grants or government contracts.
• Strong understanding of Generally Accepted Accounting Principles (GAAP), management accounting, economic concepts, and financial analyses.
• Enjoy working and prioritizing established scheduled work and ad hoc requests.
• Find joy solving problems and being curious about stories data tell and inform.
• Advanced Excel and strong proficiency factoring and analyzing data from disparate systems.
• Demonstrated use of financial planning systems.
• Knowledge of Lean methodology for process improvement and project management highly desired.
• Demonstrated operating knowledge of computers. Intermediate level ability with Word, Excel, Outlook and other required software programs.
• Demonstrate respectful, professional and appropriate behavior that supports a team-oriented work environment. Display great interpersonal and verbal communication skills. Ability to read and interpret technical and other complex documents. Ability to write routine correspondence such as letters and memos. Ability to present information in one-on-one and small group situations to internal and/or external clients.
• The ability to define problems, collect data, establish facts, and draw valid conclusions, and evaluate, develop, and implement action plans as appropriate. Ability to interpret an extensive variety of technical instruction.
• Constructive thinking and ability to identify alternative short- to long-term solutions.

If you know about the following it's a plus:

• Certification such as CPA, CFA, or CGMA.
• Master's degree in Finance, Accounting, Economics, or analytical field such as statistics, mathematics, or data science.
• Certification such as CPA, CFA, or CGMA.
• Not-for-profit and healthcare industry experience.
• Power BI, Tableau or similar data analysis and visualization tools.
• Three plus years (3+) in structured programs such as public accounting in audit or consulting.

Proof of vaccination for COVID-19 is required, prior to start.  HealthPoint does not accept the Johnson & Johnson COVID-19 vaccine as proof of vaccination.  If you have received the Johnson & Johnson vaccine, we ask that you provide documentation demonstrating proof of an alternate COVID vaccine or vaccine series. All new employees are also required to show proof of immunizations and/or immunity to MMR (measles, mumps, rubella), Varicella, annual Influenza and TB QuantiFERON Gold Titer. Additionally, if you work in a HealthPoint clinic, Tdap (within last 10 years) is required. Hepatitis B. is required for clinical employees with potential exposure to blood/blood products. All immunizations are a condition of employment. Upon hire, employees must provide proof of their immunizations and/or immune titer results prior to starting or no later than their fifth (5) business day of employment.

Where to gather your records:

• If you are providing immunizations from an electronic health record, please ensure that you obtain a copy of your full records rather than a screenshot. Each page of your records should include your first and last name, date of birth, and the name of the health system from which the records are pulled.
• If records do not show any data, please seek guidance from your provider for further assistance.
• If you are unable to provide proof as noted above, you can choose to have a lab titer drawn to check immunity or to be re-vaccinated. If you receive vaccination(s) or lab titers, you may obtain them through HealthPoint at no cost to you. This is a great opportunity to get your immunization record up to date at no additional expense.

HealthPoint is committed to offering all employees a competitive compensation package, including benefits and several other perks.

• Medical, Dental, and Vision for employees and their families/dependents
• HSA, FSA plans
• Life Insurance, AD&D and Disability Coverage 
• Employee Assistance Program 
• Wellness Program
• PTO Plan for full-time benefited and part-time benefited employees years of service accrual of 5.23 hours per pay period. (pro-rated accruals for part-time benefited employees)
• Extended Illness Time Away of 40 hours (pro-rated for part-time benefited employees)
• 8 holidays and 3 floating holidays 
• Compassion Time Away up to 40 hours
• Opportunity Time Off (extended time off for staff to invest in themselves) up to 8 weeks
• Retirement Plan with Employer Match 
• Voluntary plans at a discount, such as life insurance, critical illness and accident insurance, identity theft insurance, and pet insurance.  
• Third Party Perks Discounted Movie Tickets, Travel, Hotels, and more 
• Development and Growth Opportunities

To learn more about HealthPoint, go to #practiceyourpassion

It is the policy of HealthPoint to afford equal opportunity for employment to all individuals regardless of race, color, religion, sex (including pregnancy), age, national origin, marital status, military status, sexual orientation, because of sensory, physical, or mental disability, genetic information, gender identity or any other factor protected by local, state or federal law, and to prohibit harassment or retaliation based on any of these factors.