Manager of Financial Planning and Analysis - MBI Acquisition Corp

SUMMARY: The Manager, Financial Planning and Analysis (“FP&A Manager”) assists the Vice President, Finance (“VP, Finance”), Vice President, Revenue Cycle (“VP, Revenue Cycle”) and Chief Financial Officer (“CFO”) in all aspects of financial planning and analysis, including financial reporting, budgeting, forecasting, and data and performance analysis. The FP&A Manager will collaborate with cross-functional teams and department leaders to provide actionable insights that support strategic decision-making to achieve Company goals. The FP&A Manager will partner across the Company to drive growth, profitability, and other economic objectives.

DUTIES AND RESPONSIBILITIES:

• Support the Company’s monthly, quarterly, annual and ad hoc financial reporting, including maintaining financial models for financial statements, revenue recognition, cashflow forecasting, comparison to plan and previous periods, variance analysis, key performance indicators (“KPIs”) and other key functions.
• Support development of Board and lender packages, including providing financial analysis and commentary.
• Create and manage Company’s operational and financial budget and forecast models, which are used to set company-wide targets and make strategic business decisions.
• Support revenue cycle leadership with billing and collections data analysis, department performance management, and revenue cycle key performance indicators.
• Develop, optimize and standardize FP&A processes, including coordination of automation opportunities and sharing of best practices.
• Develop a deep understanding of the occupational healthcare business and identify key business levers, establish cause & effect, perform analyses, and communicate key findings to stakeholders.
• Participates in the company’s long-term and short-term financial planning processes; makes recommendations, analyzes deficiencies, and prepares reports as needed.
• Prepares regular and timely performance reporting for senior management and Company at large so that all are aligned around areas of opportunity and achievement.
• Works with company’s department leaders and staff to develop plans to improve financial operations and quantify impact of improvement projects.
• Partner with sales leadership, revenue cycle leaders, and executive management to design pricing and contracting framework and models.
• Assists department leaders in planning, including organizational goal achievement, budgeting, facilities, equipment, supplies, utilization and statistical/financial reporting.
• Responsible for preparing revenue, cost and service line analysis as well as pro forma development as needed.
• Assists with special projects assigned by VP, Finance or CFO as required.
• Performs other related duties as assigned by management.

SUPERVISORY RESPONSIBILITIES:

• Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
• Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

QUALIFICATIONS:

• Bachelor’s degree (B.A.) or equivalent.
• Four to six years related experience and/or training; healthcare industry experience highly preferred.
• Working knowledge of forecasting and financial reports.
• Experience building integrated 3-statement financial models (income statement, balance sheet, cash flow).
• Demonstrated ability to interpret economic conditions and healthcare industry trends to anticipate the impact on the organization.
• Basic competence in duties and tasks of supervised employees.
• Highly skilled in data collection, data analysis, and evaluation. Experience manipulating and analyzing large data sets.
• Ability to work with all levels of management and across the organization.
• Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow.
• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
• Proven leadership and business acumen skills
• Demonstrated ability to supervise and motivate subordinates and influence peers and leaders.
• Commitment to excellence and high standards.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite, ADP, PowerBI, Sage/Intaact, and related or equivalent software programs.

COMPETENCIES:

• Analytical--Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.
• Problem Solving--Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations.
• Project Management--Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.
• Interpersonal Skills--Focuses on solving issues and providing solutions. Maintains confidentiality; Listens to others. Remains open to others' ideas and is committed to finding mutually beneficial solutions.
• Oral Communication--Speaks clearly and persuasively; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
• Written Communication--Writes clearly and informatively; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Change Management—Develops workable implementation plans; Communicates changes effectively; Builds commitment and overcomes resistance; Prepares and supports those affected by change; Monitors transition and evaluates results
• Leadership--Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others.
• Planning/Organizing--Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
• Professionalism--Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
• Quality--Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Adaptability--Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

• Frequently required to stand
• Frequently required to walk
• Frequently required to sit
• Frequently required to utilize hand and finger dexterity
• Occasionally required to climb, balance, bend, stoop, kneel or crawl
• Frequently required to talk or hear
• Frequently required to utilize visual acuity to operate equipment, read technical information, and/or use a keyboard
• Occasional exposure to bloodborne and airborne pathogens or infectious materials

BENEFITS:  

At MBI, our commitment to providing accessible and convenient care to individuals injured at work is a team effort. Every employee and role are essential and valued. Rewarding the dedication and commitment of our employees extends beyond a paycheck. In addition to competitive salaries, we offer to full-time employees:

• Group Medical, Dental, and Vision Insurance
• Life, Short-Term, and Long-Term Disability Insurance
• 401(K) with company match
• Generous Paid Time Off
• Colleague Referral Bonus Program

Equal Opportunity Employer

PI255925010