JOB TITLE: Senior Manager, Financial Planning & Analysis
EMPLOYER: AssistRx
DEPARTMENT: Finance
REPORTS TO: VP, Finance
EFFECTIVE DATE: 08/27/2025
SUMMARY: The Senior Manager, Financial Planning & Analysis has responsibility for leading projects including reporting, managing operational forecasts, program and project profitability models, revenue projections and ad hoc projects. This individual will supervise those reporting to him/her while managing requests from Finance Leadership. Working collaboratively with Finance, Accounting, and Business leadership, the Finance Manager will maintain financial models, prepare projections, and perform research and analysis based on business needs.
To be successful in this role, you should have strong financial modeling experience and be able to perform a variety of financial activities including planning, profitability analysis, forecasting, and reporting. You should also have strong analytical, organizational, and problem-solving skills and be able to present financial information and models in a concise and easily comprehensible manner.
DUTIES AND RESPONSIBILITIES:
- Manage consolidated three statement operating model on a monthly basis.
- Build cross-functional relationships with Commercial team in understanding sales pipeline, historical trends and current client growth to maintain revenue forecasts.
- Facilitate preparation of monthly operating reports including key financial metrics and KPIs, divisional budget and forecast-to-actual analyses..
- Assist Finance Director & CFO in preparing annual operating budgets. Collaborate with divisional leaders to develop operating plans to meet strategic objectives.
- Oversee the preparation of program and project profitability models and monthly executive reporting summary.
- Partners with operational leadership to measure implementation and ongoing project costs which can be used to refine project profitability analysis.
- Ability to synthesize and simplify financial information into a concise story and communicate it effectively, demonstrating strong written and verbal communication skills
- Lead a dedicated team with a focus on developing potential, providing career guidance and professional/personal development.
- Evaluate and recommend improvements to financial systems, processes, and controls to enhance efficiency and effectiveness.
- Assist in the development and ongoing review of CAPEX and project budgets.
- Partner with internal stakeholders to identify and implement best practices that will help provide value-add information and analysis
- Builds strong relationships with leadership, customers, and peers. Communicates appropriately and effectively with stakeholders, customers and supervisors, maintaining awareness of any issues, potential delays, and any situation of concern that may affect the productivity of supported programs, processes and systems
- Strategic thinker with a proactive and problem-solving mindset, capable of identifying opportunities for process improvements and operational efficiencies
- Perform other duties as assigned to ensure smooth and efficient operations of the department.
SUPERVISORY RESPONSIBILITIES:
- Directly supervises employees within the L&D department.
- Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
- Responsibilities 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 in accounting, finance, or related analytical field
- Minimum 6-8 years’ experience maintaining a three-statement financial model and cash flow projections. Prefer 5+ years’ experience in corporate FP&A or similar role.
- Experience with profitability analysis, capital budgeting
- Strong computer / systems skills; proven advanced Excel modeling and PowerPoint skills
- Demonstrated ability to prioritize and manage multiple projects in a fast-paced environment, meeting deadlines and delivering results.
- Knowledge of regulatory requirements and accounting principles (GAAP), with experience in financial reporting and compliance.
- Preferred:
- Experience with NetSuite or Oracle financial systems
- Experience with valuation models
- Experience within healthcare or SaaS industry Experience in Project Costing
COMPETENCIES:
- Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
- Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
- 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.
- Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.
- Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
- Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources.
- Delegation - Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results.
- Design - Generates creative solutions; Translates concepts and information into images; Uses feedback to modify designs; Applies design principles; Demonstrates attention to detail.
- Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
- Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
- Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
- Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
- 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.
- Managing People - Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates' activities; Makes themselves available to staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Solicits and applies customer feedback (internal and external); Fosters quality focus in others; Improves processes, products and services.; Continually works to improve supervisory skills.
- Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
- 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.
- Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
- Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
- Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
- 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.
- 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; Uses reason even when dealing with emotional topics.
- Project Management - Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.
- Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
- Strategic Thinking - Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions.
- Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
- Visionary Leadership - Displays passion and optimism; Inspires respect and trust; Mobilizes others to fulfill the vision; Provides vision and inspiration to peers and subordinates.
- Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
- Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
- Continually required to sit.
- Continually required to utilize hand and finger dexterity.
- Continually required to talk or hear.
- Occasionally exposure to wet and/or humid conditions (non-weather).
- While performing the duties of this job, the noise level in the work environment is usually moderate.
- While performing the duties of this job, the noise level in server rooms is usually loud.
- While performing the duties of this job, employee may need to travel within the U.S.
- Specific vision abilities required by this job include depth perception and ability to adjust focus.
- Tight deadlines must be met with limited staff to support projects.
- Occasional evening and weekend work may be required.
- Work is performed in a traditional commercial office setting with standard office lighting and white noise.
- Additional remarks regarding work environment:
- This job operates in a professional office environment.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.