Spreadsheets

Spreadsheets Finance Jobs

240 jobs found

Today

Manager Financial Planning and Analysis

Excela Health Westmoreland Hospital Greensburg, PA

Greensburg, PA

Today

Full time Manager Analytical Skills Budget Management

Apply Now

Job Description

Excela Health Westmoreland Hospital is hiring a Financial Planning and Analysis leader to manage budgeting, forecasting, reporting, and capital planning for operations.

Key Responsibilities

Facilitate the annual budget process in collaboration with the leadership team and WVU Medicine’s corporate FP&A department.
Lead and manage complex financial projects in partnership with appropriate leadership.
Establish and maintain robust financial processes and operational protocols, including analysis of new opportunities, forecasting, monitoring, and reporting of financial results.
Oversee the capital budgeting process for operations in accordance with WVU Medicine capital budget procedures and policies.
Manage ongoing actual-to-budget performance improvement and margin enhancement opportunities; communicate results and recommendations to Finance and operational leadership.
Direct and evaluate financial processes to maximize efficiency in daily operations.
Coordinate financial analysis supporting new services, provider and staffing needs, and long-term strategic initiatives.
Oversee the work and development of the relevant financial analyst team.
Perform other duties as assigned.

Requirements

Bachelor’s degree (or higher) in a related field plus five (5) + years of finance experience.
Indirect or direct supervisory experience.
Strong leadership ability, strong organization, independent and critical thinking skills, sound judgment.
Knowledge of legal aspects and liability for the functional area.
Ability to communicate complex and/or controversial topics and concepts to a diverse audience.
Demonstrated understanding and experience with health system financial reporting, budgeting, financial planning, and other healthcare reporting techniques.
Proficient PC skills, including Microsoft Word, Excel, and PowerPoint.
Master’s degree in finance preferred.
Healthcare setting experience.
CPA preferred.
Ability to complete Act 34-PA Criminal Record Check through the PA State Police system.

Location and Work Setup

Location: Greensburg, PA
Work mode: Hybrid
Incumbent scheduled based on operational need (rotate shifts, standby, on-call, etc.).
Local travel between System locations may be expected.

Work Environment Notes

When lift requirement is in excess of 50#, lift assistance (2 person) and/or transfer device is required.
Multiple exposure and hazard categories are listed as not indicated (X marked on the form).
Rotates all shifts; shift length categories include 8 hours, 10-12 hours; on-call and overtime (+8/hrs/shift; 40/hr/wk) are possible.
Direct patient care is listed as X.
Rotating schedules and PPE categories are listed as X (as applicable to the position).

Physical Demands

When lift requirement is in excess of 50#, lift assistance (2 person) and/or transfer device is required.
Demands include sitting, walking, standing, keyboard/computer operation, and fine motor tasks (all marked X on the form).
Color vision, hearing clearly, and reaching/handling tasks are marked X on the form.
Carrying is listed as X, <5#; pushing/pulling is listed as X, <10#.
Lifting and transfer demands are listed with knuckle/shoulder/overhead ranges marked on the form.

Skills and Tools

Microsoft Word
Microsoft Excel
Microsoft PowerPoint

View full job page →

Today

Finance and Accounting Assistant

World Missionary Press New Paris, IN

New Paris, IN

Today

$22+/hr Full time Accounting Accounting Software Application Support

Apply Now

Job Description

Support World Missionary Press’s finance and accounting operations in an on-site role in New Paris, IN.

Responsibilities

Prepare and enter routine journal entries under the direction and oversight of the Vice President of Finance (Treasurer)
Maintain accurate general ledger records and supporting transaction documentation
Assist with account reconciliations, including reconciling general ledger accounts to supporting schedules and balance sheet accounts
Support month-end and year-end closing procedures
Assist in preparing financial reports that support stewardship and responsible financial management
Enter and maintain financial data with accuracy, accountability, and attention to detail
Process daily mail and handle incoming donations in accordance with established internal controls
Accurately enter donations into the donor database, including donor information, contribution amounts, and gift designations for independent review and approval
Maintain accurate donor contribution records and supporting documentation
Perform accounts receivable duties: invoicing, payment recording, outstanding balance tracking, and accounts receivable reconciliation
Prepare deposits and maintain accurate deposit documentation
Assist with reconciling donor contributions and accounts receivable activity to the general ledger
Handle donor records and accounts receivable inquiries with professionalism, courtesy, and confidentiality
Maintain fixed asset records, including acquisitions, disposals, and related documentation
Track fixed assets and assist with recording depreciation according to organizational policies and accounting standards
Prepare and maintain fixed asset schedules and supporting reconciliations
Support year-end fixed asset reporting and audit documentation
Track prepaid and deferred expenses and maintain supporting schedules
Prepare related monthly accounting entries and reconciliations
Monitor prepaid expense balances to ensure expenses are recognized in the appropriate accounting periods
Assist with reconciling prepaid and deferred expense accounts to the general ledger
Maintain organized documentation to support financial reporting and audit requirements
Assist with payroll preparation, processing, and reviewing timekeeping documentation
Maintain accurate payroll records and supporting documentation
Assist with preparing payroll-related journal entries and account reconciliations
Support employee benefit program administration, including tracking insurance premiums, reimbursements, and retirement contributions
Assist with preparing payroll and employee benefit reports for financial reporting, budgeting, and audit purposes
Maintain confidentiality of employee payroll and benefit information
Assist with preparing financial reports and supporting schedules for management review
Support monthly and year-end financial reporting processes
Assist with documentation and reconciliations requested during financial audits and reviews
Work closely with the Vice President of Finance to ensure financial information is accurate and complete
Improve financial recordkeeping and accounting processes and perform general administrative duties for the Finance Department
Collaborate with other departments to obtain and maintain accurate financial information
Perform other duties as assigned by the Vice President of Finance (Treasurer)
Carry out all responsibilities aligned with the organization’s mission, values, and ethical standards

Requirements

High school diploma required; associate degree or coursework in accounting, finance, or business preferred
Previous experience in accounting, bookkeeping, payroll, or finance support roles required
Basic understanding of accounting principles including general ledger accounting, journal entries, depreciation, reconciliations, balance sheets, and statements of activities
Accounts receivable and financial recordkeeping experience preferred
QuickBooks Online required
Proficiency in Microsoft Office, particularly Excel and Word
Donor management software experience preferred
Strong attention to detail; commitment to accuracy
Ability to handle sensitive and confidential information with discretion and integrity
Strong organizational and time-management skills
Clear written and verbal communication
Dependability, trustworthiness, and accountability
Ability to work independently and collaboratively; prioritize responsibilities and meet deadlines
Willingness to learn and adapt to new accounting systems and procedures
Commitment to faithful stewardship, integrity, and service; support for World Missionary Press’s mission and values

Technology

Microsoft Office
Excel
Word
QuickBooks Online

Benefits

Health insurance
Life insurance
Paid time off

Position Details

Department: Finance
Status: Full-Time
Pay classification: Hourly
Schedule: 40 hours per week
Work location: On-site (In person)

Reporting Relationship

Reports directly to the Vice President of Finance (Treasurer)

Internal Controls and Approval Authority

Prepare assigned journal entries, reconciliations, and financial documentation for review and approval by the Vice President of Finance
Follow established accounting procedures, authorization requirements, and separation-of-duties policies
Ensure donor contribution entries are subject to appropriate independent review and approval
Maintain confidentiality of financial, donor, payroll, and employee information
Operate within assigned system access permissions and approval authority
Support accurate financial reporting and accountability through proper documentation and established internal controls

Location, Commuting, and Relocation

New Paris, IN 46553 (Required)
Relocate before starting work (Required)

Pay and Schedule

Pay: From $22.00 per hour
Expected hours: 40.0 per week

View full job page →

1d ago

Interim VP Finance (Corporate)

Conexus Los Angeles, CA

Los Angeles, CA

1d ago

$110 - $130/hr Contract Finance Director Accounting Adaptive Planning

Apply Now

Job Description

Conexus is seeking an Interim VP, Corporate FP&A to lead and modernize the Corporate FP&A function at a diversified publicly traded holding company. This is a 6-month contract role based in Los Angeles, supporting enterprise-wide consolidation, planning, forecasting, and executive reporting for the CFO.

Role Overview

The Interim VP, Corporate FP&A will own core planning and analytics activities across multiple businesses, producing an enterprise-level view of performance, risks, and opportunities. The position reports to the Chief Financial Officer and operates hands-on within a small, lean Corporate FP&A team.

Key Responsibilities

Lead Corporate FP&A, coordinating and consolidating the annual budget, forecasting, and long-range planning processes across multiple businesses.
Consolidate inputs from individual operating companies to deliver an enterprise-level performance and outlook for the CFO and senior leadership.
Challenge operating-company forecasts and underlying assumptions rather than aggregating submissions.
Develop and deliver financial modeling, forecasting updates, scenario analysis, and executive-level presentations.
Partner with Corporate Accounting/Controllership to maintain alignment between FP&A outputs and accounting in a public-company environment.
Drive FP&A process improvement and modernization, including evaluating a transition from Excel to a more scalable enterprise planning platform.
Engage regularly with the CFO, Controller, Treasurer, and senior operating-company executives to support planning and reporting needs.

Requirements

Current or recent public-company FP&A experience.
Meaningful Corporate FP&A experience, not limited to divisional, business-unit, or commercial finance.
Experience operating at the corporate level of a company with multiple divisions, operating companies, reporting segments, or materially different lines of business.
Experience coordinating and consolidating annual budgeting, forecasting, and long-range planning across multiple businesses.
Strong understanding of the relationship between Corporate FP&A and Corporate Accounting/Controllership in a public-company environment.
Strong knowledge of the P&L, balance sheet, and cash flow statement.
Strong modeling, forecasting, scenario analysis, and executive presentation skills.
Demonstrated comfort challenging forecasts and assumptions.
Interest in driving change, improving processes, and modernizing an FP&A organization.
Executive presence and communication skills suitable for frequent interaction with senior leadership.

Preferred Qualifications

Public accounting background and/or a strong accounting foundation.
Experience in a diversified holding company or multi-segment public company.
Experience implementing or materially upgrading an enterprise budgeting and planning platform (including Hyperion/Oracle EPM, OneStream, Anaplan, Adaptive, or equivalent).
Experience moving a consolidated planning process out of Excel into a scalable FP&A platform.
Exposure to Board reporting, quarterly earnings, Investor Relations, or external financial guidance.
Experience supporting capital allocation, investments, acquisitions/divestitures, or portfolio-level decision-making.
Experience working in a manual or less-automated environment.
CPA, MBA, or CFA.

Technology Stack

Excel
Hyperion/Oracle EPM
OneStream
Anaplan
Adaptive

Location, Schedule, and Work Setup

Location: Los Angeles, CA (Hybrid)
Local requirement: Candidates must be local to Southern California and available for occasional in-person meetings (2+ times per month).
Work location: Hybrid remote in Los Angeles, CA 90012
Expected hours: No less than 40.0 hours per week

Compensation

Pay: USD 110.00 - 130.00 per hour

Contract and Reporting

Job type: Contract
Engagement duration: 6-month interim role
Reporting to: Chief Financial Officer

Benefits

Dental insurance
Health insurance
Vision insurance

Application Questions

In the last 5 years, have you worked in a high-level (Director or above) corporate finance role at a publicly-traded company? Divisional experience is not sufficient for this role.
Do you currently reside in Los Angeles County or a neighboring county (Ventura, San Bernardino, Riverside, Kern, or Orange)?

View full job page →

1d ago

Finance Manager - Skincare

AbbVie Irvine, CA

Irvine, CA

1d ago

$110k - $209k/yr Full time Manager Accounting Analytical Skills

Apply Now

Job Description

AbbVie is seeking a Finance Manager to lead the US Skincare Finance organization covering SkinMedica, Diamond Glow, Latisse, and upcoming pipeline assets. The role owns P&L management, demand and revenue forecasting, and financial planning across planning cycles and launch assessments, with a focus on improving driver-based forecasting and producing executive-ready decision support for US Allergan Aesthetics and AbbVie leadership.

Key Responsibilities

Lead the US Skincare Finance team, including management of direct reports, coaching, and people development.
Own P&L management and lead the Demand and Revenue forecasting process for US Skincare.
Continuously improve driver-based demand and revenue forecasting models to deliver timely, accurate, and decision-relevant outputs across planning cycles.
Drive US Skincare projects to achieve commercial objectives and financial controls.
Translate complex financial and commercial insights into clear executive narratives and recommendations while ensuring compliance with applicable financial, legal, and corporate requirements.
Identify key insights from data analysis, highlighting trends, opportunities, and risks.
Develop and drive solutions and strategies to enhance operational performance and address business issues.
Lead the execution of LBEs, Plan, LRP, ADS, and S&OP forecasts by aligning with cross-functional stakeholders including Commercial, Finance, and Operations.
Manage P&L components including standard margin, OMC, OCOGS, and SG&A.
Oversee SG&A, headcount, and CAPEX for US Skincare.
Run the monthly demand review, analyze forecasting trends and forecast accuracy, and develop the forecast proposal with stakeholders such as Commercial and Global Operations.
Prepare and submit Plan, LBEs, LRP, ADS, and S&OP materials and supporting documentation, ensuring timely, accurate, and complete backups for meeting reviews.
Build realistic forecasts by channel, monitor drivers of performance, historical trends, and market dynamics using multiple data sources including market data, promotional activities, in-field insights, analytics, channel evolution, and market events.
Refine forecasting models using technical expertise to support strategic business decisions.
Develop revenue targets for the sales force in coordination with the Incentive Compensation team.
Develop and maintain financial forecasts for upcoming assets to support launch planning and execution.
Lead investment analysis and cross-brand portfolio financial management, including business cases, promotional offers, P&L forecasts, profitability and ROI analysis, and RCEs.
Compile reports and presentations summarizing market dynamics, financial outcomes, sales results, and future forecasts for Commercial stakeholders.
Prepare financial reports such as sales roll-forward, key opportunities and risks, and PPD schedules versus benchmarks with narrative and supporting backup.
Perform ad-hoc financial analysis to support informed decision-making and address business challenges with strategic financial insights.
Facilitate management communication on forecast processes, issues, and strategic rationale.
Partner with Global Operations (Brand Operations, Demand Planning, Supply Planning, and S&OP) to align supply and demand forecasts to optimize inventory, E&O, and cash flow.
Coordinate with GCD and MABI to stay informed on competitor activities and market developments.
Serve as liaison across teams including Gross-to-Net and Loyalty Programs, Field Force Operations, Incentive Compensation, Operations, FSS, and Customer Service.
Support continuous process improvement by refining forecasting processes to enhance data analysis efficiency and communication.
Prepare reports for earnings calls and external communications, and support ad-hoc requests, projects, and corporate initiatives.

Required Qualifications

8 years of combined experience in Commercial Finance, P&L management, revenue forecasting, financial planning and analysis, cost accounting, auditing, and financial reporting.
Strong leadership skills, including capability to direct efforts to achieve answers and results.
Solid analytical, problem-solving, communication, and presentation skills.
Ability to think creatively and strategically, identify key issues, opportunities, and value drivers, and translate strategic insights into forecasts that support business decisions.
Ability to understand market research to assess and quantify financial impacts of marketing initiatives, promotional activities, and competitive events.
Ability to triangulate diverse datasets and analytics to inform forecasting and solve business problems through proactive issue identification and follow-on data collection, analysis, and interpretation.
Ability to lead teams and manage multiple tasks concurrently in a dynamic environment while ensuring high quality and timely deliverables.
Ability to build alignment and effectively partner with cross-functional stakeholders across varying management levels with influence without direct authority.
Experience working under tight timelines and in dynamic business environments to achieve deliverables.
Demonstrated self-starter with timely and effective communication of actions, decisions, and concerns.
Understanding of AbbVie financial policies (CFMs) and Generally Accepted Accounting Principles.
Knowledge of systems and automation tools including SAP, BPC, Power BI, and Excel.
AI Automation capabilities are a plus.
Bachelor’s degree in finance or accounting.

Preferred Experience

Forecasting, project management, and prior pharmaceutical or consumer industry experience are preferred.

Technologies

SAP, BPC, Power BI, Excel

Compensation and Location

Location: Irvine, CA (onsite)
Salary: USD 109,500 - 208,500 per year
Minimum experience: 8 years

Benefits

Paid time off (vacation, holidays, sick)
Medical/dental/vision insurance
401(k)
Eligible to participate in long-term incentive programs

View full job page →

1d ago

Financial Analyst - Commercial

Richelieu Foods Wheeling, IL

Wheeling, IL

1d ago

$65k - $82k/yr Full time Analytical Skills Analytics Automation Developer

Apply Now

Job Description

Richelieu Foods is seeking a Financial Analyst - Commercial based in Wheeling, IL for a hybrid role. Reporting to the Senior Manager of Commercial & Supply Chain Finance, this position supports commercial pricing analysis, retail category review, financial reporting, and forecasting in a fast-paced, cross-functional environment.

The role centers on turning inputs from multiple teams into clear analysis and actionable recommendations. You will contribute to pricing and forecasting work, investigate forecast variances, and help improve forecasting and reporting tools and processes.

Key Responsibilities

Support the commercial pricing process by collecting, validating, and analyzing inputs from Sales, Procurement, Manufacturing, R&D, and Finance.
Assist in building pricing analyses and recommendations by evaluating the effects on volume, profitability, and customer relationships.
Perform other financial and analytical projects as assigned.
Support financial planning and forecasting through data gathering, analysis, and financial modeling.
Document forecasting assumptions and support ongoing forecast reviews.
Participate in process improvement initiatives to enhance forecasting and reporting tools.
Analyze market trends, customer performance, and competitor activity.
Investigate significant forecast variances and communicate findings to relevant stakeholders.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, Statistics, or a related field.
1 to 3 years of experience in financial analysis, cost-accounting, commercial finance, or a related business function.
Strong proficiency in Microsoft Excel and fundamentals of financial modeling.
Experience managing large datasets and reporting tools.

Technologies

Microsoft Excel
Power BI
ERP systems

Benefits

Medical, dental, and vision insurance
Pre-tax spending accounts
401k with company match
Paid time off
Short-term and long-term disability
Life insurance

Preferred Qualifications

Experience in food manufacturing, consumer packaged goods (CPG), retail, or supply chain environments.
Exposure to retail syndicated databases such as Nielsen or Circana/IRI, or similar platforms.
Familiarity with ERP systems, Power BI, or other business intelligence tools.

Essential Skills and Abilities

Strong analytical and quantitative skills, including the ability to organize and interpret large amounts of data.
Proficiency in Microsoft Excel, including pivot tables, lookups, and financial modeling.
Ability to learn pricing processes, business analytics techniques, and forecasting methodologies.
Strong attention to detail and commitment to data accuracy.
Effective organizational and time-management skills with the ability to manage multiple priorities.
Ability to collaborate across multiple functions and levels of the organization.
Problem-solving mindset with the ability to identify issues and recommend solutions.

Working Conditions

Hybrid: partially remote, with responsibilities performed from a combined home-based and office-based environment.

Compensation: USD 65,000 - 82,000 per year.

View full job page →

1d ago

Finance Manager

Coastal Construction Equipment LLC Sunrise, FL

Sunrise, FL

1d ago

Full time Accounting Data Analytics Deal Structuring

Apply Now

Job Description

Sunrise, FL (onsite) Coastal Construction Equipment LLC is hiring a Finance Manager to lead dealership finance and deal structuring end-to-end. In this role, you will help protect the business through strong regulatory compliance and risk mitigation while delivering clear, customer-focused financing solutions. You will manage and coach a finance team, coordinate with Cat Financial and other lenders, and use performance insights to improve how deals move from application to funded delivery.

What you will do

Lead and coach finance representatives who perform deal structuring and compliance tasks, ensuring consistent, accurate, and efficient execution.
Partner with Sales to structure deals that balance customer needs with dealership profitability goals.
Support deal closing by helping reps address objections and communicate value messages tied to total cost of ownership (TCO).
Ensure required compliance checks are completed for every deal, including lien searches, lien clearance, and other risk mitigation steps.
Oversee preparation and processing of financing documentation, driving accuracy, compliance, and consistency across all transactions.
Prepare and submit finance applications to Cat Financial and alternative lenders, including banks, lease companies, and municipal finance partners.
Keep every deal aligned with Caterpillar Financial Services programs, seasonal specials, lease structures, and incentives.
Negotiate approvals, terms, and conditions to match customer credit profiles and mentor/train sales on these topics.
Advise customers on financing solutions including installment loans, finance leases, Cat Card, governmental/municipal financing packages, and Rental Purchase Options (RPOs).
Oversee complete, accurate deal documentation covering sales contracts, lease agreements, UCC filings, RPO conversions, customer insurance requirements, and government bidding documentation.
Communicate proactively with customers to explain documentation requirements, collect records, clarify missing information, and secure all signatures and approvals.
Maintain visibility into deal status with Sales, including outstanding items, funding status, and delivery timeline.
Review and sign off on completed deal packets to authorize billing after ensuring financial, compliance, and documentation standards are met.
Maintain full compliance with federal, state, and industry regulations such as Truth in Lending, OFAC, Red Flags, privacy rules, and required disclosures.
Ensure secure handling and proper storage of customer information in alignment with dealer and CAT Financial compliance standards.
Prevent fraudulent or high-risk transactions by validating customer identity, residence, income, and business legitimacy as required.
Confirm insurance coverage is in place prior to delivery and that lender requirements (stips) are satisfied.
Identify and correct incomplete, inaccurate, or non-compliant documentation to reduce financial, legal, and reputational risk.
Act as a senior financial advisor throughout the sales process, guiding customers through financing, leasing, tax considerations, and TCO impacts in clear, customer-friendly language.
Coordinate with customers, lenders, and internal teams to support faster, smoother funding and equipment delivery.
Monitor, analyze, and review sales department financial results with management to identify trends, opportunities, and improvement areas.
Drive performance management and process consistency for the finance team, emphasizing customer support and high accuracy.
Build a culture of accountability and continuous improvement by setting clear expectations and supporting team capability growth.

Qualifications

Bilingual: Spanish & English
Understanding of basic financing principles, deal structures, and how financial decisions affect customer value and organizational profitability
General knowledge of legal, procedural, and risk-mitigation requirements for financial transactions and customer documentation
Ability to manage detailed paperwork and oversee a multi-step sales and financing workflow while maintaining accuracy
Strong communication skills with customers, internal teams, and external partners, including issue resolution and relationship-building
Ability to lead teams, interpret performance data, and drive process improvements for operational efficiency and business goals
Bachelor’s degree in business, finance, accounting, or a related field
Equivalent experience in sales support, finance, lending, or equipment dealership operations may substitute for a degree
Additional training or certifications in credit, finance, or compliance are a plus
Microsoft Office suite required
Salesforce and DBS experience preferred
Strong knowledge of financial products and commercial lending practices
Must be able to pass background check, physical exam, and drug screening test

Tools & technology

Microsoft Office suite
Salesforce
DBS

Work environment

Most work is completed in a comfortable office environment, with possible exposure to site conditions
Personal protective equipment must be worn in required areas
Work is usually not considered inherently dangerous, but employees must use care during onsite services

This job description is not all-inclusive. Employees will also perform other reasonably related business duties as assigned by immediate supervisor and other management as required. Coastal Construction Equipment LLC reserves the right to revise or change duties as the need arises. This job description does not constitute a written or implied contract of employment.

View full job page →

1d ago

Senior Financial Planning & Budget Analysis

Center for Elders' Independence Oakland, CA

Oakland, CA

1d ago

$104k - $160k/yr Full time Senior Analytical Skills Budget Management

Apply Now

Job Description

The Senior Financial Planning & Budget Analyst will support Oakland-based financial planning, budgeting, and performance analysis across organizational and participant care cost drivers.

Responsibilities

Build the annual operating and capital budget and produce quarterly forecasts using utilization, staffing, participant care costs, service-area assumptions, and strategic initiative inputs
Coordinate budget development with department managers and leadership teams
Assess budget submissions for accuracy, completeness, and alignment with organizational objectives
Create, maintain, and refine budget and forecast models and planning tools
Perform budget-to-actual and forecast-to-actual analysis across PACE center, service area, program, and operational unit; identify key drivers and recommend corrective actions or forecast adjustments
Deliver detailed financial analyses, trend reporting, and management recommendations
Support strategic planning and business cases using scenario modeling and long-range financial projections for growth, expansion, capital investments, reimbursement changes, and related initiatives
Prepare and present financial reporting, dashboards, and budget summaries for leadership
Track cost and utilization trends and monitor departmental spending to identify cost savings and operational efficiency opportunities
Provide guidance and training on budget policies, procedures, and financial best practices
Maintain documentation for budget assumptions and financial analysis work
Support implementation and optimization of financial systems and reporting tools
Recommend improvements to increase efficiency, accuracy, and transparency in budgeting and forecasting

Requirements

Bachelor’s degree in finance, accounting, business administration, economics, public administration, or a closely related field (required)
Master’s degree (MBA, MPA, or related field) preferred
7+ years of progressive experience in budgeting, FP&A, healthcare finance, reimbursement, or financial analytics
3 years of experience in healthcare, managed care, PACE, or Medicare Advantage and Medicaid preferred
Strong knowledge of budgeting principles, financial analysis, and forecasting methodologies
Advanced proficiency in Microsoft Excel, including financial modeling and data analysis
Experience with ERP systems and budgeting software; Power BI, SQL, and data warehouses or similar reporting tools
Experience with Adaptive WorkDay Adaptive Planning preferred
Excellent analytical, organizational, and problem-solving skills
Strong written and verbal communication skills