Financial Planning And Analysis Manager

Position: Financial Reporting & Analysis Manager

Location: 330 N. Wabash Avenue, Chicago, IL 60611 (onsite M-W, remote TH-F)

Salary: $170k-180k + 7% annual bonus

Must Haves:

• Highly knowledgeable on current U.S. generally accepted accounting principles, including SEC, FASB, and EITF rules.
• Demonstrated strong analytical and critical thinking skills.
• Strong oral and written communications skills with the ability to express complex business concepts effectively; strong presentation skills required to evangelize systems and processes; prepares written business documents that are professional.
• 7+ years in accounting and financial reporting
• Expert analytical and technical skills in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) rules and standards
• Strong interpersonal skills; demonstrated ability to develop and sustain cross-functional relationships across the organization.
• Bachelor’s degree in Accounting or similar field
• 3+ years of management/supervisory experience and ability to grow and mentor staff
• Proficiency of equity method accounting and consolidations (including non-controlling interest).
• Skilled in use of personal computers and relevant software packages; in particular, Hyperion software applications, Microsoft Office (Word, Excel, Power Point and Access), Lawson and Blackline.

Plusses:

• MBA
• CPA strongly preferred

Day to day:

Our client is looking for a Financial Reporting & Analysis Manager to join the financial team and manage 1-2 Financial Analysts daily. This role reports into the VP of Controller and responsible for the company’s external financial reporting including managing and/or performing all financial functions associated with monthly/annual revenue analysis and designing and documenting internal control. The Financial Reporting & Analysis Manager will oversee monthly/annual external reporting, forecast and annual budgets for the entire company, the Insurance Agency group, and Health2047 & Subsidiaries. This role will lead the external reporting process, prepare financial statements and disclosures, including MD&A, and develop statistical and financial analysis of reports and data.

Responsibilities:

Financial Reporting & Analysis 60%

• Supports preparation of the annual report, including management's discussion and analysis, highlights, and related financial pages
• Ensure proper accounting/reporting of minority (non-controlling) interest; monitor, and update the Health2047, Inc. capital structure for spinout companies
• Meet regularly with personnel outside of Finance to review and interpret their area's financial statement
• Perform quarterly financial review, analysis, preparation, and reporting of financial data and trends for assigned business areas; maintain and deliver revenue forecast and budget analysis
• Consolidate financial results ensuring expenses and revenues from all areas have been recorded accurately and timely
• Manage the monthly/annual external reporting function; lead the preparation of all financial statements and footnote disclosures, as well as MD&A
• Compile monthly financial book for distribution to senior management and the Board and prepare PowerPoint presentations for use at the Finance Committee meetings

Annual Budget 20%

• Prepare internal budget book for distribution to senior management and the board for final approval and PowerPoint presentations for use at the Finance Committee budget meeting
• Consolidate and analyze preliminary submissions, identify relevant variances, and pursue explanations of financial results for unusual items following up with departments for explanation
• Prepare external budget book for distribution to the House of Delegates
• Prepare review documents for use by senior management in reviewing each area's budget

Cost Allocation 10%

• Monitor cost allocation methodologies and guidelines; lead allocations and recommend modifications
• Coordinate with all business units to ensure accuracy of metrics and concise documentation of the allocation methodology; create and maintain automated monthly routine allocations, review and update calculations annually

Staff Management 10%

• Lead, mentor, and educate assigned staff; set direction, objectives, and project priorities; evaluate staff performance