Manager, Financial Planning & Analysis

OhioGuidestone is the state’s leader in community behavioral health care, serving around 26,000 Ohioans each year. We focus on the needs of the whole person by providing telehealth and in-person prevention services, as well as mental health and substance use treatment.

As we help people navigate the most difficult times in their lives with compassion and respect we ultimately empower them to take steps towards a healthier future.

Essential Functions :

• Leads a team of financial analysts.
• Responsible for planning, organizing, and managing the annual financial planning process and reforecasting process. This includes the monthly reforecasts of income statement, balance sheet, and cash flow components.
• Provides an assessment of the financial health of the company by analyzing historical data, identifying trends, and projecting future financial performance.
• Identify, implement, and maintain budgeting, forecasting, and analysis tools ( Netsuite, Power BI, etc..). Driving ongoing process improvements to increase overall quality and efficiency of analysis which includes proactive modeling and analysis tools.
• Provide technical expertise and advice on financial issues to functional or operational areas managers to help them develop revenue and expense budgets, understand financial reports, and manage their financial responsibilities.
• Uncover and help deliver on revenue maximization or cost reduction opportunities partnering with operational leaders. Partner with the revenue program & contract teams to drive growth initiatives through developing recommended pricing and reviewing trends to maximize future internal & external growth initiatives and incentives.
• Participate, as needed, in strategic planning sessions and help analyze relevant strategic initiatives. Regularly measure performance against strategic plan goals.
• Coordinates, prioritizes, and reviews program budgets and grant opportunities to ensure profitability of programs / services or business opportunities being considered.
• Conduct ad hoc and pro forma / "what if "analyses in support of Finance and Operations.
• Assist in on-going needs supporting the capital structure of the organization.
• Maintains regular and reliable attendance.
• May be involved in the planning, organization, and implementation of special events or department specific projects or seasonal program changes.
• In times of need, employee may be asked to complete related duties other than those indicated above as assigned by their supervisor.

Performance / Physical Requirements :

• Experience in developing financial and operational metrics.
• Self starter with the ability to work in a fast-paced atmosphere.
• Excellent computer skills are essential, including MS Office : Excel, PowerPoint, and Word. Netsuite and Power BI experience is desirable.
• M&A experience is highly desirable.
• Proven experience in developing sophisticated excel models.

Data-warehousing" experience is a plus.

• Strong analytical and problem-solving skills; willingness to accept responsibility for projects / processes and ability to work with limited direct supervision.
• Must be able to work as needed to support departmental goals and external deadlines.
• Strong verbal / written communication skills and presentation skills.
• Excellent interpersonal, communication and organizational skills.
• Conducts himself / herself with the highest ethical and moral standards.
• Ability to communicate, interact frequently with, and support Senior Management within various departments.

Qualifications :

• BA / BS Business Administration or Economics with accounting related courses preferred.
• MBA degree or CPA a plus.
• 5+ years' experience in financial analysis and business planning.

Benefits include :

• Competitive salary
• Competitive medical benefits including a zero-cost monthly option for employee or employee + children!
• Free CEU trainings
• 10 paid holidays; three are exchangeable
• Flexible work schedules to support work / life balance
• Flexible work opportunities to support varying career paths, job roles, intern to hire, and locations
• 401(k) with employer match option
• Employment Assistance Program (EAP)
• Mileage reimbursement
• Free licensure supervision
• Recognition and rewards
30+ days ago