Sr. Manager, Financial Planning & Analysis (Fp&A)

Role

Sr. Manager, Financial Planning & Analysis

Location

White Plains, NY area. Hybrid onsite role. Minimum 4 days per week in the office. Relocation assistance available if needed. Remote is not an option for this role.

Management

Manage a team of one Sr. Analyst. Possibly more in future.

Reports to

VP of Finance or Dir, FP&A

Employment Type

Full-Time, W2, Direct Hire

Benefits

Medical, Dental, Vision, Life & LTD, 401k with matching up to 3%, and Guardian Hospital Indemnity Coverage, Accrued PTO, and bonus.

The Opportunity

The Senior Manager of Financial Planning & Analysis Analyst is an astute problem-solver, who distills complex analytics and business problems into succinct, clear, and actionable insights for the Finance organization. You will be responsible for analyzing financial data to provide budget and forecast support, developing, and maintaining dashboards that inform our executives of business performance, focusing on building scalable reporting and processes to accommodate business needs as the company grows. You will work closely with the Operations, Sales, and Information Systems teams to ensure data quality and maintain a single version of the truth.

The Company

We are a leading financial technology company that empowers medical, dental and specialty practices with seamless and secure technology to drive revenue by increasing patient payments and streamlining practice management and payment processing. Since 1992, our innovative solutions have reduced administrative burden and rebalanced the ledger for its thousands of healthcare providers in the U.S., reliably processing billions of dollars in payments annually.

Culture

We believe that our team members are our most important asset. We aim to grow our team by hiring best-in-class talent. We encourage all employees to contribute their individual talents and ideas to strengthen our team, our brand, and our services. We promote a culture that serves to empower and motivate employees beyond the standard corporate rhetoric one might see on motivational posters. Employees understand their individual roles in serving our customers, and this clarity of purpose encourages high job performance.

Responsibilities

● As part of the Finance Team, you'll play a critical role in financial management and budget oversight. This will include streamlining the financial planning and budgeting processes and identifying opportunities and risks from operational data across the business.

● This role reports to the VP of Finance and will serve as a key resource for our CFO and other senior leaders and will partner and collaborate with all departments across our organization to ensure our teams are making insightful budgeting and forecasting decisions that are backed by data and in line with business objectives.

● Drive and oversee the headcount and expense budget, modeling, forecast, and financial.

● Execute accurate expense forecasting processes for all vendors and FTEs.

● Produce monthly/quarterly reporting of actuals compared to forecasts/budgets and reforecast the business monthly.

● Examine our processes for areas of continual improvement for increased efficiency and meeting best practices as we scale the business.

● Be a strategic partner and drive decision making by providing solid financial analysis for new initiatives and projects.

● Partner with Accounting team in a collaborative effort to improve the quality of financial data and system processes.

● Deliver insights using alternate scenarios and analytics.

● Drive insightful, data-driven analyses to yield key insights and improve operational KPIs.

● Establish, track, and monitor key performance indicators (KPIs)

● Partner with operations leadership to ensure financial targets are achieved.

● Develop and manage long-range strategic planning models.

● Support the development of executive, Board of Directors, and investor presentations.

● Produce materials for executive review meetings for monthly, quarterly, and annual forecast and results, preparing and presenting relevant documents, reports and plans in a timely manner.

● Deliver timely, accurate, and effective analysis and reporting of financial and operational performance metrics. Report projections and variances in a concise, transparent, executive-level presentation with commentary.

Qualifications, skills, and experience

● Degree in Accounting, Finance or Business Administration required.

● CPA, CFA, or similar License strongly preferred.

● Minimum of 8 years' experience in FP&A at a medium to large organization doing headcount and expense planning.

● Extensive experience with headcount, expense planning/forecasting, and expense modeling (e.g. vendor detail).

● P&L Reporting.

● Payments or fintech industry experience a big plus.

● M&A experience a plus.

● Technical competence with U.S. GAAP (Prepaid, accrued expenses and how they impact planning).

● Strong understanding of prepaid and accrued expenses and how they apply to forecast and budgets.

● NetSuite skills required.

● Workday Adaptive skill required.

● Expert Level MS Excel skills required. (Pivot tables, macros, v-lookups, etc.).

● Strong financial modelling and financial analytical skills and experience using Excel and other relevant tools.

● Ability to translate complex business operating models into clear financial performance.

● Strong communication skills, both written and verbal

● Ability to work well with competing priorities and prioritize multiple projects.

● Proven track record of partnering well with inter and intra departmental teams.

● Experience partnering with C-level/senior level executives.

● A self-starter who is hands on and results-oriented, with a track record of managing and delivering successful initiatives.

Miscellaneous

● Personality style must be a go-getter, self-sufficient, and adaptive to change (able to pivot focus and priorities easily).

● This role will involve long hours. It’s not a 9-5 kind of role.

● This role is fast paced. There are many demands, deadlines, reporting, and lots of pressure.

● Hybrid onsite role in White Plains, NY area. Minimum 4 days per week in the office. Relocation assistance available if needed. Remote is not an option for this role.

● There is a vaccine mandate in the office.

● Visa sponsorship is a possibility for this role.