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Regional Lead, Financial Planning and Analysis

3 months ago

Skokie, United States Covenant Living Communities and Services Full time
JOB DESCRIPTION This position is located at the Corporate office and will support the planning, forecasting, reporting and analysis for several Communities within the organization. This position will work collaboratively with the Regional Operations Director and help support Community leadership with understanding actual results compared to Plan, and provide analyses and insights to enable communities to proactively meet targeted goals. In addition, this role is responsible for partnering with each Community’s Executive Director to help prepare and coordinate the monthly forecast and the Annual Operating Plan across the Community. Lastly, this role is responsible for preparing ad-hoc analysis and value-added modeling that will enable leadership to make insightful business decisions.

Assist communities with understanding the actual financial outcome of their location compared to plan / forecast, providing analyses and tools to help them proactively meet targeted goals. Meet regularly with Community, Regional Operations and Central Office FP&A leadership to review campus financial performance and expected trends.

Play an integral role in the annual plan process by partnering with the Executive Director to coordinate the Operating Plan for each assigned community including: facilitating the input of campus projections, coordinating the input of central office assumptions, supporting community leadership while they update their department budgets, and supporting efforts to meet overall profit/cash flow targets. Also participate in plan process improvement initiatives with FP&A team.

Prepare and analyze monthly results via preparation of Community Monthly Reporting Package and analysis of community specific/department specific results drivers, in partnership with the Controllership team.

Assist with requests to analyze the financial impact to campuses of business initiatives such as pricing, capacity changes, level of care changes, or new construction impacts.

Participate in monthly operational calls, providing support to financial areas such as cash flow, net operating margin and revenue & expense projections. Prepare presentations for and participate in quarterly Financial Advisory Meetings with residents.

Review and analyze community forecasts/projections, and keep FP&A leadership updated with an overview of expected results.

Assist FP&A leadership in the Integrated Strategic Plan (ISP) process by providing forecast projections for census, revenue and expense assumptions, as well as providing insight on business trends.

Required Degree: B.S. in Accounting or Finance or equivalent degree

Preferred Degree:  MBA or CPA a plus

Experience:

At least 7 year of related experience in Financial Planning and Analysis, Accounting or similar discipline

Experience in Health Care, Senior Living or related field (strongly preferred but not required).

KNOWLEDGE, SKILLS AND ABILITY:

Expertise in financial planning and/or accounting with strong analytical skills

Self-starter and independent, with high degree of learning agility. Comfortable working independently and collaborating with Senior leaders.

Ability to work collaboratively across multiple organizational levels, exhibiting a positive attitude and customer-focused demeanor. 

Strong business acumen and ability to simplify complex financial concepts for non-finance professionals.

Strong attention to detail and proven track record of producing consistently accurate work, while possessing the ability to step back and determine whether outcomes are reasonable.

Excellent communication skills (both written and oral, English skills required).

Demonstrated experience and aptitude for working with financial systems (Microsoft Excel, Financial Planning applications, General Ledger).

For full time employees, we offer a generous benefits package that includes:

Medical, dental and vision insurance Employer paid group term life and disability Paid Time Off (PTO) & six paid holidays 403(b) with a 3% employer match Fitness center use at most facilities. Various voluntary benefits:Life, AD&DTuition assistance and scholarshipsEmployee assistance programLegal services, home/auto insurance, discount purchasing programPet Insurance