Director, FP&A

Description

GENERAL SUMMARY 

The Director, FP&A is responsible for a variety of financial activities including monthly/quarterly financial reporting, and assisting with forecasting, analysis, budgeting, and reporting, revenue analytics and physician partner compensation. Strong leadership, analytical, organizational, and problem-solving skills are required for this role. Additionally, the ability to present financial information and models in a concise and easily comprehensible manner is essential.

Requirements

ESSENTIAL JOB FUNCTION/COMPETENCIES 

The responsibilities and duties described in this job description are intended to provide a general overview of the position. Duties may vary depending on the specific needs of the affiliate or location you are working at and/or state requirements. Responsibilities include but are not limited to:

• Responsible for affiliate monthly, quarterly, and annual financial reviews.
• Prepares adhoc reporting, evaluates financial performance by comparing and analyzing actual results with plans and forecasts.
• Ensures new practices are aligned with Solaris financial reporting standards.
• Primary point person for Affiliate Financial Leaders for monthly reporting.
• Review monthly financial reporting packages, ensures data is complete.
• Partner with practice controllers and Solaris leaders to build financial models, perform scenario and sensitivity analysis, and other reporting to support strategic decision-making across the organization.
• Drives annual budget, financial reporting, and forecasting process. Monitor progress and changes; and keep senior leadership team abreast of the organization’s financial status.
• Proactively drive the collection of financial and operational information from multiple sources, anticipate business needs, and generate financial schedules and charts to analyze results and present findings to various audiences.
• Evaluates revenue performance by comparing and analyzing actual results with plans and forecasts/budget.
• Reviews revenue data completeness and reasonableness for completion of monthly revenue reporting trend packages.
• Responsible for monthly and quarterly partner physician compensation modes.
• Tracks all capital and strategic projects to plan.
• Work closely with the accounting team to ensure accurate financial reporting.
• Identify ways to improve profitability and propose operational improvements to managers.
• Manage, train, and develop FP&A and Revenue Analytics staff.
• Maintain confidentiality of financial information and investment decisions.
• Performs other position related duties as assigned.
• Employees shall adhere to high standards of ethical conduct and will comply with and assist in complying with all applicable laws and regulations. This will include and not be limited to following the Solaris Health Code of Conduct and all Solaris Health and Affiliated Practice policies and procedures; maintaining the confidentiality of patients' protected health information in compliance with the Health Insurance Portability and Accountability Act (HIPAA); immediately reporting any suspected concerns and/or violations to a supervisor and/or the Compliance Department; and the timely completion the Annual Compliance Training.

CERTIFICATIONS, LICENSURES OR REGISTRY REQUIREMENTS

• N/A

KNOWLEDGE | SKILLS | ABILITIES

• Advanced Excel skills and functional knowledge of Microsoft Office Suite required.
• Proven track record for improving process efficiencies and problem solving.
• Strong skills focused on teamwork, overcoming obstacles and gaining shared vision on complex issues.
• Strong communication and business partnering skills and collaboration across multiple departments.
• Business Intelligence software (Adaptive, Tableau, etc) preferred.
• Familiarity with large scale ERP or G/L package, Microsoft Dynamics GP preferred.
• Ability to coach and build skills within the team.
• Advanced financial modeling skills (mandatory).
• Excellent problem solving and analytical skills.
• Ability to interpret data at both executive level and detailed level.

EDUCATION REQUIREMENTS

• Bachelor’s Degree in Accounting or Finance required.
• Master’s Degree in Finance or Business preferred.

EXPERIENCE REQUIREMENTS

• 7+ years finance experience in Financial Planning, Analysis and Reporting required.

REQUIRED TRAVEL

• N/A

PHYSICAL DEMANDS

Carrying Weight Frequency

1-25 lbs. Frequent from 34% to 66%

26-50 lbs. Occasionally from 2% to 33%

Pushing/Pulling Frequency

1-25 lbs. Seldom, up to 2%

100 + lbs. Seldom, up to 2%

Lifting - Height, Weight Frequency

Floor to Chest, 1 -25 lbs. Occasional: from 2% to 33%

Floor to Chest, 26-50 lbs. Seldom: up to 2%

Floor to Waist, 1-25 lbs. Occasional: from 2% to 33%

Floor to Waist, 26-50 lbs. Seldom: up to 2%