Apply on Employer Site

Versiti Inc. · 2 months ago

Manager Finance Planning & Analysis

Milwaukee, WI

Full-time

Onsite

Mid, Senior Level

4+ years exp

Versiti, Inc. is a leading organization in the field of transfusion medicine and healthcare services. The Manager of Financial Planning and Analysis will oversee a team of Financial Analysts, managing internal reporting, budgeting, forecasting, and decision support analytics across various service lines.

BiotechnologyHealth CareHospital

Responsibilities

Manages partnership relationships and financial analysis support with executives and leadership teams; helps ensure that financial analysts proactively provide appropriate ongoing financial analysis and support for current operations and future operational proposals

Provides guidance and input, along with team of financial analysts, for the development of service line financial plans, budgets, forecasts, financial/statistical reports, market/customer analysis, pricing, costing models, financial impact assessments, and recommendations for operational improvements

Models and analyzes opportunities to generate revenues and lower costs within relevant service lines, along with development of metrics and tools to understand underlying drivers & trends related to these opportunities

Works with senior management to move forward initiatives needed to ensure achievement of the annual and long-range financial plans; identifies and communicates proactively on issues that may impact achievement of goals, and helps develop mitigation action plans

Complies with policies and procedures to ensure the quality of financial reporting and analysis, and to enhance the overall effectiveness and efficiency of the Finance function. Communicates policies and procedures effectively and consistently

Continuously improves financial processes to ensure appropriate utilization of resources. Collaborates with Finance partners to set key targets and measures for effectiveness and executes processes to achieve goals

Creates consistency of analysis tools and processes, where possible, creating the most effective and efficient practices for service lines & Finance functions

Provides project management leadership for improvement initiatives/special projects for service line partners. Identifies areas for improvement/projects such as revenue enhancement, cost containment, or other operational efficiencies, budget improvements, and cost/decision support projects

Leads design and facilitates execution of financial processes, including establishment of new (related) service line reporting and portfolio management activities

Assists Corporate Development and Finance Leadership with analysis of partnership opportunities and potential acquisitions, development of business plans, and valuation analyses

Performs other duties as required or assigned which are reasonably within the scope of the duties in this job classification

Understands and performs in accordance with all applicable regulatory and compliance requirements

Complies with all standard operating policies and procedures

Qualification

Financial PlanningFinancial AnalysisModelingProject ManagementERP SoftwareValuation MethodologiesLeadership SkillsInterpersonal SkillsOrganizational InfluenceCustomer Service SkillsAnalytical SkillsChange ManagementMicrosoft SuiteCommunication SkillsProblem SolvingDecision MakingConflict Resolution

Required

Bachelor's Degree in Finance, Accounting or related field from an accredited college or university required

4-6 years of progressive experience in finance or accounting, with experience in financial planning, analysis and modeling required

Experience in supporting customer-facing departments (Sales, Marketing, Client Services, etc.) required

Demonstrated leadership skills to include effective verbal and written communication, problem solving, decision making, conflict resolution and organizational influence skills required

Ability to motivate and foster a successful team environment across service lines, functions and geographical locations, including facilitating change management initiatives within the Finance organization required

Works effectively and proactively with senior leadership to ensure financial goals are met required

Effective interpersonal and customer service skills required

Excellent reasoning and analytical skills with the ability to effectively communicate and present technical financial information to management required

Demonstrated project management methods to improve outcome and ensure effective resource utilization required

Extensive working knowledge of spreadsheets, word processing, database and other applications, including working with Enterprise Resource Planning (ERP) software to develop reports required

Working knowledge of valuation methodologies and excellent cost and revenue analytical skills, including the ability to model various scenarios and alternatives required

Personal computer and other general office equipment required

General office equipment (computer, printer, fax, copy machine) required

Microsoft Suite (Word, Excel, PowerPoint) required