Manager - Financial Planning and Analysis

Title: Manager – Financial Planning and Analysis 
Department: Financial Planning and Analysis 
Reports To: Vice President, Financial Planning & Analysis 
FLSA Status: Exempt

Position Objective:

The Manager of Financial Planning and Analysis will be responsible for playing a critical role in supporting the financial health and strategic initiatives of Luminis Health.  Responsible for supporting the development, review, and accurate and fiscally reasonable Capital and Operating budgets.  Working with the Vice President of Financial Planning, this position will make recommendations for system financial improvement based on metric driven analysis. The position will manage the activities of the Financial Planning and Analysis staff to ensure accurate reporting and financial analysis while providing guidance to modify processes when necessary to improve departmental output. 

Essential Job Duties: 

• Support the development and coordination of Luminis Health’s capital and operating budgets for presentation to the Director of Financial Planning and Vice President of Financial Planning that are consistent with Luminis Health stated financial goals.  

   

• Review monthly financial results in alignment with key volume indicators for communication of areas of improvement as well as risks to operational leaders.  Serve as a financial advisor, helping non-financial stakeholders understand performance and implications.

• Analyzes Luminis Health monthly financial results for accounting and operational accuracy.  Present financial results and forecasts to senior leadership and business partners.

• Prepare regular financial reports and presentations for senior leadership including income statements, productivity metrics, and other KPIs.

• Recommend areas of potential Luminis Health operational improvement where possible while working with department heads to align financial goals with operational plans.

• Oversee the maintenance and operational analysis of the cost accounting system.  Utilizes cost accounting information to review and recommend areas for further management productivity analysis.

• Partner with cross-functional teams to create and evaluate business cases, strategies, and cost optimization initiatives.

• Supervise Financial Planning and Analysis staff; selects capable and talented people; builds a strong team with complementary strengths; orients and clarifies expectations; offers instruction and advice; provides opportunities to develop new skills and provides support and feedback to enhance performance. 

• Document performance of subordinates; conduct performance reviews; develop goals and action plans; coach and counsel subordinates to facilitate performance improvement or identify non-performers in accordance with personnel policies and procedures.

• Foster a culture of accountability, continuous learning, and improvement within the Financial Planning function. 
   
  

Educational/Experience Requirements: 
 
Bachelor’s degree in finance, accounting, or related field is required; MBA/CPA preferred 
 
Eight years of related work experience, including capital and operating budget development, business planning creation and communication, monthly financial statement review, productivity/efficiency measurement and communication, and managing staff with an increasing level of responsibility. 
Strong knowledge of computer software programs. 
Excellent verbal and written communication skills. 
High level of interpersonal skills. 
 
Required License/Certifications:  
 
None 
 
Working Conditions, Equipment, Physical Demands: 

There is a reasonable expectation that employees in this position will not be exposed to blood-borne pathogens. 
Physical Demands - 
The physical demands and work environment that have been described are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act. 
The above job description is an overview of the functions and requirements for this position.  This document is not intended to be an exhaustive list encompassing every duty and requirement of this position; your supervisor may assign other duties as deemed necessary.