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symplr · 1 day ago

Senior Manager, Financial Planning & Analysis

United States

Full-time

Remote

Senior Level

$115K/yr - $125K/yr

7+ years exp

symplr is seeking a Senior Manager for Financial Planning & Analysis who will play a critical role in the Finance team. This position involves developing and managing financial analysis, supporting business leaders, and driving operational strategy across the company.

Health CareInformation TechnologySoftware

Responsibilities

Coordinate with Finance leadership and functional leaders in development of (i) consolidated planning model, (ii) recurring Board-level financial reporting analysis, (iii) support quarterly board presentations and other CFO directives

Perform complex analysis to enable sound decision making and identify key business insights through data analysis and delivering synthesized and impactful communication that enables better business decisions and drive value creation

Analyze and interpret financial and operating results, including investigating variances and making recommendations on corrective actions

Act as an agile and trusted business partner that understands material business trends that impact company performance

Align with HR Business Partners to manage labor spend and resources

Lead FP&A partnership and provide recurring department level reporting/analysis, budget/forecast support, ad-hoc/special projects by understanding their business challenges and delivering relevant analysis

Own the quarterly forecast and FP&A month-end close process, including coordination of tasks and development of Board presentation

Provide Corporate reporting/analysis, Budget/forecast support, ad-hoc/special projects by understanding their business challenges

Define and implement metrics that matter and reporting tools to provide insight into business performance; develop meaningful KPIs from the data

Assist with the development of the corporate planning and analysis tool, Adaptive Planning; recommend and support development of other data analysis tools

Support M&A transaction integration by collaborating cross functionally to help coordinate the flow of information and analytics; update consolidated models for proforma results and projections

Perform other duties and projects as assigned

Qualification

Financial modelingExcel proficiencyFP&A experienceData analysisBusiness partneringAdaptive PlanningProject managementCommunication skillsProblem-solving skillsTime management

Required

BS/BBA degree in Finance or Economics required

7+ years experience in a corporate Finance/FP&A and decision-support roles required

Demonstrated aptitude and success in financial modeling, insight generation/analysis, and executive communication

Prior experience managing people or leading through influence (mentoring, coaching, or driving cross-functional initiatives)

Strong analytical, critical thinking, and problem-solving skills

High degree of proficiency in Excel, PowerPoint and experience with planning software tools (Ex. Adaptive), ERP/CRM systems (Ex. NetSuite/Salesforce) and BI tools (Ex. Power BI)

Excellent time management, resource organization and priority establishment skills, and ability to excel in a fast-paced environment

Excellent written and verbal communication skills (including writing, articulating, listening, and questioning skills), and strong interpersonal skills to communicate across functions and executive/management levels

Strong business partnering skills with the ability to influence stakeholders and drive decisions through data-driven insights

Ability to synthesize data from multiple sources into actionable analysis that tells a 'story' and ability to adjust messages as needed given the audience

Strong organization and project management skills

Seeking continuous improvement

Ability to navigate, adapt and grow in a fast-paced environment

High energy with the ability to work both independently and with superior business partnering skills

Ability to balance a strong attention to detail with seeing the 'big picture'

Ability to multi-task, manage numerous simultaneous priorities, and demonstrate outstanding problem-solving skills

Demonstrated ability to lead projects end-to-end, prioritize competing demands, and deliver results under deadlines

Proven ability to translate business strategy into financial outcomes and actionable insights