Job Description
Description:
Position Summary:
The Senior Manager, Financial Planning & Analysis is responsible for providing strategic financial insights, driving the planning, and budgeting process, and delivering actionable recommendations to senior leadership. This role serves as a critical business partner, combining financial expertise with strategic thinking to support decision-making and improve financial performance. This role will play a critical part in driving financial planning, analysis, and business partnering efforts to optimize cost efficiency, improve operational performance, and support key strategic initiatives Working closely with the Sr. Director of Finance, Operations Excellence and Supply Chain leadership, and other levels of the management and executive team to focus on enhancing all phases of strategic project planning from business case development through implementation and measurement.
Essential Functions and Job Responsibilities:
Financial Planning & Budgeting:
- Lead financial planning, forecasting, and analysis for supply chain and operational excellence initiatives, ensuring alignment with overall company objectives. Develop financial models to support long-term strategic planning and scenario analysis.
- Partner with supply chain and operations leadership to provide insights, recommendations, and decision support for optimizing inventory, logistics, procurement, and labor costs.
- Provide financial leadership for capital investment decisions, supply chain transformations, and continuous improvement projects
- Manage internal financial reporting, budgeting, and forecasting for AdaptHealth or specific business units.
- Specific focus on driving accurate projections and project financials by analyzing key metrics and focusing on developing insights that drive performance, risks, and opportunities.
- Provide senior director and other levels of leadership with regular reporting for key operational areas
- Develop and Implement Financial Planning and Analysis/Operations financial models, improving monthly analytics and supporting operations team with strategic decisions.
- Lead the annual budgeting process for AdaptHealth specific initiatives and ensure that all deadlines are met.
Performance Analysis & Reporting
- Analyze financial and operational data to identify trends, risks, and opportunities.
- Prepare monthly, quarterly, and annual financial performance reports for executive leadership.
- Present actionable insights and recommendations to improve profitability and efficiency.
- Create and issue monthly and quarterly income statement reporting for senior level management. (Monthly Financial and Quarterly Business Reviews – Financial and Strategic)
Strategic Support
- Collaborate with senior leadership on strategic initiatives, providing financial guidance.
- Support mergers, acquisitions, or other corporate development activities with due diligence and financial analysis.
- Drive improvements in financial systems and processes to enhance accuracy and efficiency.
Cross-functional Collaboration
- Work closely with accounting, operations, and other departments to ensure accurate financial reporting and alignment of goals.
- Support the implementation of key projects by providing financial analysis and scenario planning.
Process Improvement and Optimization
- Identify, analyze, and improve business processes to enhance operational efficiency and effectiveness.
- Develop and implement Lean, Six Sigma, or other continuous improvement methodologies. Standardize workflows and processes across departments to eliminate redundancies. Maintain patient confidentiality and function within the guidelines of HIPAA.
- Completes assigned compliance training and other educational programs as required. Maintain compliant with AdaptHealth's Compliance Program.
- Perform other related duties as assigned.
Management/Supervision:
- Responsible for selection, retention, and hiring of qualified staff, ensuring effective on-boarding, and providing comprehensive training and regular feedback.
- Accomplishes staff results by communicating job expectations; planning, monitoring, and appraising job results; coaching, counseling, and disciplining employees; developing, coordinating, and enforcing systems, policies, procedures, and productivity standards.
- Strong communication skills to all stakeholders and constituents.
- Establishes annual goals and objectives for the staff members based on the organization's strategic goals.
- Responsible for achieving organizational performance and retention goals, including timely completion of performance evaluations.
Requirements:
- Bachelor's Degree is required with a concentration in Accounting, Finance or Economics. MBA and CPA certification preferred.
- Ten (10) years of experience with at least eight (8) years relevant business experience in Finance.
- Experience in a corporate environment, preferably within healthcare or finance industry for multi-billion-dollar organizations.
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