Finance Manager - Lake Worth Beach, United States - Octagon Professional Recruiting | Octagon Financial Consulting | Octagon Executive Search

Description

Job Summary

FP&A SENIOR ANALYST / MANAGER's main function is to provide short- and long-term plans with annual operating and capital budgets. With the use of financial modeling, FP&A forecasts operating and profitability performance and sets annual targets for Key Performance Indicators (KPIs). By providing an annual budget, it provides management a clear picture of the current and future performance while giving employees a direction to work towards.

Essential Duties and Responsibilities

• Analyze the trends of Key Performance Indicators (KPIs), especially relating to financial metrics such as Revenue per office, expenditures, and profit margin.
• Monitor KPIs and identify the cause of any unexpected variances
• Develop and continually improve budgeting, financial projections, and operating forecast
• Present the monthly and quarterly financial reports of various units and departments
• Implement a business intelligence tool and dashboard reports
• Develop financial models and analyze them to support strategic initiatives
• Support management team and the Heads of Department with data-driven analysis
• Store unit economics, cost and margin analysis
• Assist in preparation of annual budgets.
• Participate and assist in preparation of monthly forecast
• Works with General Accounting on monthly journal entries
• Review and follow-up on financial questions from leadership
• Provide recommendations on changes in processes to create greater efficiency, drive revenues and/or lower cost.
• Strategic planning
• Budgeting & financial planning
• Financial analysis, project management
• Variance explanations
• An updated forecast with risks and opportunities to current plan
• Key Performance Indicators (KPIs)

Skills and Qualifications

• Bachelors degree in Accounting or Finance required.
• 7+ years experience in financial analysis, reporting and/or budgeting at a corporate level preferred.
• Healthcare industry preferred
• Advanced Microsoft Excel skills (XLOOKUP, VLOOKUP, sumifs, pivot tables) is required. Proficient with Microsoft Office Suite including Office 365 is preferred.
• Excellent verbal and written communication skills.
• Working knowledge of accounting/financial theory and practice.
• Demonstrated financial modeling, analytical and research skills.