Financial Planning & Analysis Manager

Systems & Methods, Inc. (SMI MGMT)

SMI is one of the most highly regarded technology producers in the human services field. We develop state-of-the-art solutions for complex human service operations.

To maintain our prominence in this competitive industry, SMI recruits individuals who are technical, creative, client-focused, and most importantly willing to go the Extra Mile.

With over 50 years as a family-owned and operated business, SMI considers its employees and clients part of an extended family.

We are a family serving families. Our culture is one of teamwork, dedication, empowerment, and a strong emphasis on work-life balance.

We offer an optimal atmosphere for career growth and achievement while remaining competitive in terms of compensation and benefits.

We are multi-state operation and administrative private company with a staff of over 650 employees throughout the United States.

We depend on the expertise of our SMI team to support and develop the very best systems and product lines in the industry and expect continued innovation.

If you are looking for a meaningful and fulfilling career, we hope that you will consider SMI.

Job Summary : The Financial Planning and Analysis Manager will play a critical role in the integration of new business opportunities with the company's current financial operations, including forecasting, budgeting, and strategic planning.

The primary objective of this role is to provide financial insights that aid in strategic decision-making, drive financial performance, and support the company's growth objectives.

The ideal candidate will have a strong background in financial analysis and investment banking.

Key Functions / Basic Duties :

• Analyzes financial data and creates financial models for decision support.
• Tracks the company's financial performance against strategic goals and budgets.
• Monitors financial market trends to ensure the company's financial strategy aligns with market conditions.
• Develops profiles of potential new business opportunities and provides Senior Leadership with a valuation offer range for such targets
• Provides financial insights to support business decision-making by conducting scenario analysis to assess the financial impact of new business opportunities and identifies opportunities for improvement.
• Conducts and ensures full due diligence on each opportunity by working in conjunction with a variety of groups for each area of business expertise.
• Works closely with senior leadership to develop strategic financial plan, facilitates deal review meetings to evaluate the impact of new business, including anticipated revenue and gross profit.
• Oversees regular financial forecasting and updates financial models as necessary.
• Prepares monthly, quarterly, and annual financial reports.
• Leverages investment banking knowledge to analyze potential investment opportunities and risks.

Education and / or Experience :

• Bachelor's degree in Finance, Accounting, or related field. MBA or advanced degree preferred
• Minimum 5 yrs. experience in FP&A, Consulting, and / or Operations
• Expert proficiency in financial modeling and forecasting techniques
• Working knowledge of ERP, reporting, planning, and Power BI systems
• Advanced Excel; ideal candidate has used complex Excel functions, Pivot Tables, and Macros

Language Skills : Speaks English fluently.

Computer Skills : Proficient in MS Office Suite and Smartsheet.

SMI offers employees great insurance, a 401(K) plan, HSA / Flexible Spending Account, paid holidays / paid time off, and profit-sharing.

To learn more about the SMI Culture, please visit our website : https : / / www.smi-inc.com / family / culture

We are an Equal Opportunity Employer. We are a Drug-Free Workplace.