Role Description Prepares and presents analyses, forecasts, and recommendations to senior management and officers to support critical decisions for the company. - Assures that analyses to support managed care contracting are completed in a timely manner including data analysis of payers. - Challenges our standard business model and associated formulas to fit new potential growth and/or to facilitate new business lines. - Advises the Officers and Managers on financial performance relative to budget, areas of risk, and opportunity. - Monitors the financial components of the multi-year strategic plan. - Maintains working knowledge of competitor strategy and financial results in order to help deliver incremental competitive gains across enterprise. - Educates all Board members regarding one topic per year: Med-mal, Insurance/Risk, Cost Accounting, Financial Due Diligence for New Business, Calculation of Fair Market Value. - Provides senior-level direction on financial analysis and pro-forma development for all new growth opportunities. - Supports CFO in developing and implementing strategic plans and objectives for the organization in alignment with corporate strategy. - Leads the FP&A on annual site budgets and enterprise-wide 18-month rolling forecast cycle. - Assures that collection per patient forecasts are accurate for all specialties for both existing contracts and all new contracts. - Provides senior-level direction to financial analysis and pro-forma development for site specific “what if” calculations including facilitating education for self-service modules. - Works closely with Growth leadership to understand portfolio implications of various opportunities including analysis of available “investment” account. - Responsible for directing, producing, and developing financial analyses to support key decisions for business growth including multiple site analysis and combination of sites. - Partners with CEP Operations team to facilitate understanding of key financial drivers and creates education materials for site management. - Develops financial models for new programs and practice lines and supports the development of business plans for new ventures. - Monitors and analyzes monthly new contract growth against forecasted targets. - Participates in Growth and Operations to determine if all new contract opportunities should be implemented or cancelled. - Presents detailed annual budgets and subsequent rolling forecasts for approval by Medical Group clients’ board of directors and MedAmerica’s board of directors. - Works with Accounting team on the monthly closing process to assure that site-specific and department-specific reports are available to end users in a timely fashion. - Reviews monthly/quarterly reporting of actuals compared to forecasts/budgets and reforecast the business monthly prior to distribution to leaders. - Reviews monthly research and written analysis of variances of actual to forecasted growth and provides guidance. - Reviews financial reports, analyses, and materials for Board presentation. - Prepares any other ad hoc reports/analyses for senior management. - Provides technical direction and support to FP&A staff and others within Finance. - Responsible for people management of the FP&A team. - Responsible for conducting bi-annual performance reviews, coaching team members on areas related to individual professional development plans. - Oversees the day-to-day activities of FP&A team. - Provides timely and meaningful written and verbal feedback to staff. - Works with staff to achieve their goals and objectives. - Takes an active part in several corporate-level cross-functional initiatives and strategic projects. - Provides necessary leadership and management skills to assigned finance functions. - Helps create finance-related service level agreements with various departments. - Supports the M&A financial evaluation efforts, including due diligence, financial analysis, support of deal structures, negotiations and transactions, and reports information to the CFO. - Reviews and recommends action for all stock or bond investments including those requested by the innovation team. - Drives initiatives related to optimizing financial systems, creating and improving management reporting. Qualifications - Bachelor's degree in Accounting or Finance required. - 10 years of finance-related experience, preferably in healthcare, required. - Must be knowledgeable in the principles of U.S. GAAP. - Master’s degree in Business Administration preferred. - CPA or CMA preferred. - Experience with NetSuite ERP/EPBCS reporting system preferred. - Prior experience in the healthcare industry preferred. - Experience working with a multi-state enterprise with multiple corporations and partnerships preferred. - Highly analytical and detail-oriented. - Strong communication skills and the ability to partner with CEP physicians and key MedAmerica departments. - Strong understanding and working knowledge of current accounting and finance reporting practices. - Working understanding of business accounting practices. - Advanced experience in Microsoft Excel (Pivot Tables, Vlookup, ability to write simple formulas, etc.). - Strong analytical skills with a demonstrated ability to research and troubleshoot issues. - Ability to complete work with high attention to detail and degree of accuracy. - Ability to work cross-functionally in a fast-paced and changing environment. - Ability to establish and maintain effective working relationships as required by the duties of the position. - Excellent written and oral communication skills in order to effectively communicate with a wide variety of audiences. - Ability to establish and manage multiple priorities while meeting business critical deadlines. - Strong time management and organizational skills. - Ability to exhibit high standards of ethics, accountability, and responsibility. - Positive attitude, strong interpersonal skills, and flexible approach. - Proven ability to adapt to changing organizational and operational needs and continuously meet deadlines. Benefits - Superior health plan options. - Dental, Vision, HSA/FSA, Life and AD&D coverage, and more. - Top Tier 401(k) retirement savings plans that offers a $1.20 match for every dollar up to 6% plus discretionary profit-sharing contributions (eligible January following 18 months of service). - Generous paid time off starting 3-4 weeks’ annually. - Student Loan Refinancing Discounts. - Professional and Career Development Program. - EAP and travel assistance included. - Wellness program. - Purpose-driven culture focused on improving the lives of our patients, communities, and employees.