Manager of FP&A
DEPARTMENT:
Finance
POSITION:
Manager of FP&A
We are open to hiring at either the Manager - $125,000-$150,000 or Director - $150,000-$170,00 level depending on the selected candidate’s experience, leadership scope, and strategic capability.
REPORTS TO:
SVP, Finance
SUPERVISES:
None
JOB CLASS:
Exempt
Purpose
The Manager of FP&A will prepare the revenue forecast, annual budget, variance analysis, balance sheet forecast, cash flow forecast and special projects. This position will provide financial analysis and support to senior management including preparing financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, commission analysis, and other projects requested by senior management. This function acts as the analytical engine of the company to provide insights and support ‘optimal’ business decision making. This role will provide information and financial analysis to senior management, as well as interact closely with the Accounting department and other leaders in the organization.
Essential Functions:
• Lead the annual budgeting and quarterly/monthly forecasting process, establishing internal deadlines and ensuring company deadlines are met.
• Analyze actual performance against historical, budgeted, and forecasted results.
• Collaborate with HR to align resources planning assumptions in financial plans and projections.
• Work with Sales to understand sales projections and forecast revenue in accordance with ASC 606.
• Collaborate with Accounting and Revenue Cycle Management on billing and revenue recognition.
• Develop a deep understanding of Wondr’s business drivers, including acquisition, engagement and retention.
• Support business transformation initiatives and provide analytical insights into performance and investment opportunities.
• Collaborate with the SVP, Finance & Accounting and senior leadership to drive decision-making and financial outcomes.
• Perform ad-hoc reporting and analysis as requested.
• Review weekly cash and revenue forecasts and analyze actual performance against forecast.
• Manages, mentors and develops a team of 2 analysts
• Travel occasional (less than 10%) business travel may be required.
Required Qualifications:
Experience
• Proven experience in analyzing large and complex data sets.
• Demonstrated success in managing multiple revenue models.
• Excellent interpersonal and communication skills with a collaborative and business partnership approach.
• Advanced Microsoft Excel, PowerPoint and SQL skills.
• Power BI, Tableau and NSPB experience, preferred.
• Highest standards of accuracy and precision; highly organized.
• Deadline driven – strong sense of urgency.
• Excellent attention to detail without losing the big picture.
• Highly driven and self-motivated.
• Demonstrates ability to roll-up sleeves and work with team members in a hands-on capacity.
• Ability to think creatively and meticulously to solve problems that do not have a clear solution.
QUALIFICATIONS:
Education:
• Bachelor’s degree in accounting, finance or a related field (required); Master’s degree or MBA (preferred), and/or Certified Public Accountant.
• 8+ years of progressive experience in FP&A with at least 3 years in a senior leadership role.
GENERAL WORKING CONDITIONS
General office working conditions can be remote work from home or in the office. Each department head determines if position is work from home or hybrid meaning works from home and in the office as needed. Work schedules vary. When working in the office pod workstation area has little or no privacy. Involves extended periods of sitting at a workstation performing computer duties. Constant flow of interruptions by personnel, visitors to the area and telephone calls. Private workstations are available as needed. Certain positions are assigned an office.
DISCLAIMER
This description is intended to be sufficient merely to identify the classification and be illustrative of the duties that may be assigned. It should not be interpreted to describe all the duties an employee assigned to this classification may be required to perform.
Wondr Health is an equal opportunity employer and values diversity. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. All employment is decided based on qualifications, merit, and business need.
Finance
POSITION:
Manager of FP&A
We are open to hiring at either the Manager - $125,000-$150,000 or Director - $150,000-$170,00 level depending on the selected candidate’s experience, leadership scope, and strategic capability.
REPORTS TO:
SVP, Finance
SUPERVISES:
None
JOB CLASS:
Exempt
Purpose
The Manager of FP&A will prepare the revenue forecast, annual budget, variance analysis, balance sheet forecast, cash flow forecast and special projects. This position will provide financial analysis and support to senior management including preparing financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, commission analysis, and other projects requested by senior management. This function acts as the analytical engine of the company to provide insights and support ‘optimal’ business decision making. This role will provide information and financial analysis to senior management, as well as interact closely with the Accounting department and other leaders in the organization.
Essential Functions:
• Lead the annual budgeting and quarterly/monthly forecasting process, establishing internal deadlines and ensuring company deadlines are met.
• Analyze actual performance against historical, budgeted, and forecasted results.
• Collaborate with HR to align resources planning assumptions in financial plans and projections.
• Work with Sales to understand sales projections and forecast revenue in accordance with ASC 606.
• Collaborate with Accounting and Revenue Cycle Management on billing and revenue recognition.
• Develop a deep understanding of Wondr’s business drivers, including acquisition, engagement and retention.
• Support business transformation initiatives and provide analytical insights into performance and investment opportunities.
• Collaborate with the SVP, Finance & Accounting and senior leadership to drive decision-making and financial outcomes.
• Perform ad-hoc reporting and analysis as requested.
• Review weekly cash and revenue forecasts and analyze actual performance against forecast.
• Manages, mentors and develops a team of 2 analysts
• Travel occasional (less than 10%) business travel may be required.
Required Qualifications:
Experience
• Proven experience in analyzing large and complex data sets.
• Demonstrated success in managing multiple revenue models.
• Excellent interpersonal and communication skills with a collaborative and business partnership approach.
• Advanced Microsoft Excel, PowerPoint and SQL skills.
• Power BI, Tableau and NSPB experience, preferred.
• Highest standards of accuracy and precision; highly organized.
• Deadline driven – strong sense of urgency.
• Excellent attention to detail without losing the big picture.
• Highly driven and self-motivated.
• Demonstrates ability to roll-up sleeves and work with team members in a hands-on capacity.
• Ability to think creatively and meticulously to solve problems that do not have a clear solution.
QUALIFICATIONS:
Education:
• Bachelor’s degree in accounting, finance or a related field (required); Master’s degree or MBA (preferred), and/or Certified Public Accountant.
• 8+ years of progressive experience in FP&A with at least 3 years in a senior leadership role.
GENERAL WORKING CONDITIONS
General office working conditions can be remote work from home or in the office. Each department head determines if position is work from home or hybrid meaning works from home and in the office as needed. Work schedules vary. When working in the office pod workstation area has little or no privacy. Involves extended periods of sitting at a workstation performing computer duties. Constant flow of interruptions by personnel, visitors to the area and telephone calls. Private workstations are available as needed. Certain positions are assigned an office.
DISCLAIMER
This description is intended to be sufficient merely to identify the classification and be illustrative of the duties that may be assigned. It should not be interpreted to describe all the duties an employee assigned to this classification may be required to perform.
Wondr Health is an equal opportunity employer and values diversity. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. All employment is decided based on qualifications, merit, and business need.