Intake Call Notes:
Top Skills:
1.Cross-Functional Collaboration Serve as the primary liaison between finance, operations, procurement, AP, external vendors, and other internal and external teams. Address all inquiries related to budgeting, forecasting, and reporting processes, ensuring clear communication and effective resolution of issues.
2.Month End Close Oversee month end close activities by tracking AP spend, booking/releasing accruals, updating actuals and preparing comprehensive variance commentary to highlight significant deviations from budgeted expectations.
3.Vendor Budgeting Manage vendor budget processes including the monthly presentation of volume and sales, alongside related KPI s. Ensure alignment with organizational goals and provide insights to optimize vendor performance.
4.Forecasting and Budgeting Develop quarterly and annual forecast and budgets that align with the company s strategic objectives.
5.Continuous Improvement Drive initiatives to enhance reporting structures and methodologies that improve the accuracy and reliability of budgeting and forecasting processes.
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Exp: Clienting 8-10 yrs total
**Safety**
Quick learner, naturally curious, strong analytical storyteller
Will receive training during first 3 months
Candidate Resume Snapshot (Required at Top of Resume)
Years of FP&A / Finance experience
Largest annual budget directly managed
Month end close and accrual experience (brief)
Forecasting experience (quarterly / annual / multi year)
Experience presenting to senior or executive leadership
Healthcare or insurance experience (Yes/No)
Financial systems and Excel proficiency
Vendor budget or KPI management experience
Ability to work Mon Fri, 9 5 EST,
Position Summary:
This role is responsible for managing financial planning, forecasting, and reporting for the Internal Telesales and Strategy budget of over ***M+. The individual will provide strategic insights to senior leadership, ensuring alignment with organizational goals. Candidates should possess strong analytical skills, communication abilities, and experience in collaborating across functions like Finance and Operations. A successful track record of managing large budgets and delivering accurate, timely financial reports is essential. The position also involves influencing decision-making, validating forecast and accrual assumptions, and supporting initiatives through data analysis and scenario modeling.
Duties:
1.Cross-Functional Collaboration Serve as the primary liaison between finance, operations, procurement, AP, external vendors, and other internal and external teams. Address all inquiries related to budgeting, forecasting, and reporting processes, ensuring clear communication and effective resolution of issues.
2.Month End Close Oversee month end close activities by tracking AP spend, booking/releasing accruals, updating actuals and preparing comprehensive variance commentary to highlight significant deviations from budgeted expectations.
3.Vendor Budgeting Manage vendor budget processes including the monthly presentation of volume and sales, alongside related KPI s. Ensure alignment with organizational goals and provide insights to optimize vendor performance.
4.Forecasting and Budgeting Develop quarterly and annual forecast and budgets that align with the company s strategic objectives.
5.Continuous Improvement Drive initiatives to enhance reporting structures and methodologies that improve the accuracy and reliability of budgeting and forecasting processes.
Experience:
"5-8 years of progressive experience in financial planning & analysis, corporate finance, or accounting
"Demonstrated expertise in month-end close, accrual accounting, variance analysis, and forecasting
"Strong analytical skills with proven ability to translate financial data into actionable business insights
"Proficiency in advanced Excel, financial modeling, and strong business acumen
"Experience managing budgets over ***M, including multi-year forecasts and scenario modeling
"Excellent written and verbal communication skills, with the ability to present complex information to executive audiences
"Ability to manage multiple priorities and deadlines in a fast-paced environment
"Experience in healthcare, insurance, or multi-unit corporate environments
"Proficient in cost optimization strategies, performance metric evaluation, and KPI analysis
"Demonstrated management in cross-functional initiatives and process improvement projects
"Strong change management skills with the ability to implement new financial processes or tools effectively
Education:
Bachelor s Degree in Finance, Accounting, or related field (Required)