The Financial Planning & Analysis Leader plays a pivotal role as a strategic leader and right-hand person to the CFO. They provide financial consulting and strategic support, leading the budgeting, forecasting, and long-term planning processes. This role is instrumental in driving business strategic analysis for the Joint Commission Enterprise, ensuring efficient financial operations, and guiding strategic business decisions. The FP&A Leader is a key figure in formulating financial analysis, modeling, forecasting, and reporting efforts, while also managing and directing the activities of the financial planning and analysis function.
Responsibilities:
- Lead FP&A - budgeting/forecasting/long-range financial planning that is aligned with strategic goals of the Enterprise. Present reports on actual results compared to the previous year, budget and forecast estimates, appropriate variance explanations, bridge analyses and key financial metrics. Provide accurate and timely financial recommendations to management for decision making purposes.
- Provide strategic counsel to the CFO on FP&A related topics/projects.
- Work closely with the Controller to ensure there is a holistic, thoughtful approach to financial reporting, including preparing external and internal presentations (as an example, BOD, Finance Committee, Leadership Team meetings, All Staff).
- Manage and direct the activities of the financial planning and analysis function. Build out the finance business partner approach, mentor, and coach team members to provide proactive financial advisory/consulting and strategic support aligned with the respective business leaders.
- Oversee and analyze current and past trends in key performance indicators including all areas of revenue, expenses, capital expenditures, reserves, and strategic tactics, highlighting trends and analyzing causes of unexpected variances. Perform variance analysis that identifies learnings/trends that can be incorporated into business decisions. Drive enhancements of FP&A tools, including the development of dashboard reports in Workday.
- Oversee and manage continuous improvement of financial reporting, budgeting, and forecasting processes. Establish and maintain high quality standards, developing and modifying company-wide budgeting and forecasting templates and tools, automating processes, and enhancing reporting system capabilities.
- Lead various analytical projects around various business opportunities, economic scenarios, and initiatives, work with technology resources to develop analytical models and tools (utilizing various mediums from excel to more complex analytical tools) to present assumptions, risks, and dependencies to leadership.
- Formulate and report on metrics that indicate performance, opportunities, risks, and insights. Develop capabilities to conduct peer benchmarking and macroeconomic (current and forward-looking analysis) to better understand TJC’s positioning in the market and impacts on revenue, expense, operating income, cashflow, and opportunity scenarios that could influence leadership decisions and actions.
- Ensure legal and regulatory compliance for all financial reporting functions across all entities.
- Drive enhancements on FP&A tools, including the development of dashboard reports in Workday.
- Improve performance by evaluating processes to drive efficiencies and understand ROI in Mission Development opportunities, pricing, new product rollouts as well as new projects.
- Provide analysis and recommendations for activities related to M&A, Partnerships and Joint Venture opportunities.
Qualifications:
- Bachelor’s degree in finance required; MBA highly desired.
- Minimum of 12 years of related experience in progressively higher-level financial positions in companies and/or associations.
- Minimum 5 years of director experience in a related function including high level strategy experience.
- Strong leadership, relationship building, influencing and negotiation skills, including the ability to work effectively across all levels of management and staff. Experience in non-profit, associations, or service industry a plus but not required.
- Advanced Microsoft Excel and PowerPoint skills. Working experience with Adaptive (or similar reporting system) and financial report writing a plus.
- Highest standards of accuracy and precision; highly organized.
- Articulate with excellent verbal and written communication skills.
- Ability to think creatively, highly driven, and self-motivated.
- Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity.
- Assertive, ability to command credibility and influence across the organization.
- Embrace rapid change and ambiguity.
- Ability to think strategically and act tactically.
This job description is intended to describe the general nature and level of work performed by an employee assigned to this position. The description is not an exhaustive list of all duties, responsibilities, knowledge, skills, and abilities, and working conditions associated with this position. All requirements are subject to possible modification and reasonably accommodate individuals with disabilities.
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