Finance Manager, Financial Planning & Analysis (FP&A) is responsible for leading the day to-day operation of the FP&A function by coordinating budgeting, forecasting, financial planning, enterprise performance management, and strategic analysis. This role serves as a player-coach, combining hands-on analytical responsibilities with leadership, process improvement, and business partnership to support executive decision making, acquisition integration, and enterprise value creation.
Essential Functions
1. Leads the annual budgeting process and coordinates rolling forecasts across assigned business units.
2. Owns financial planning, forecasting, and analysis for assigned operations and enterprise initiatives.
3. Develops and maintains complex financial models supporting operational and strategic decision-making.
4. Directs monthly financial reviews, variance analysis, and executive performance reporting.
5. Builds executive KPI dashboards and Enterprise Performance Reviews that translate financial and operational performance into actionable insights.
6. Partners with operational leaders to identify financial risks, opportunities, and performance improvement initiatives.
7. Supports Integration Management Office (IMO) initiatives through financial analysis, value realization tracking, and executive reporting.
8. Reviews analyses prepared by FP&A staff and drives continuous improvement of FP&A processes, planning methodologies, and reporting standards.
9. Provides day-to-day leadership, coaching, prioritization, and technical guidance to FP&A team members.
10. Collaborates with Accounting, Operations, Development, and other departments to improve planning and financial visibility.
11. Prepares Board materials, executive presentations, and special projects as assigned.
12. Performs other duties as assigned.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Competencies
1. Financial.
2. Partnership.
3. Strategic.
4. Leadership.
5. Technical.
6. Analytical.
7. Communication.
8. Improvement.
9. Change.
10. Thoroughness.
Supervisory Responsibility
This position has no supervision responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to use hands and fingers to handle, feel or operate objects, tools or controls, and reach with hands and arms. The employee is frequently required to talk and hear.
Travel
No travel is expected for this position.
Job Qualifications
Job Qualifications/Experience:
• Seven (7) or more years of progressive FP&A, Finance, or Accounting experience.
• Experience leading budgeting and forecasting processes.
• Advanced financial modeling and Microsoft Excel skills.
• Experience developing executive-level financial reporting and KPI dashboards.
• Demonstrated business partnership with operational leadership.
• Healthcare experience preferred.
• Experience with Planful, Sage Intacct, Tableau, or similar planning/reporting tools preferred.
Education/Certifications:
• Bachelor's degree in Finance, Accounting, or related field required. MBA and/or CPA preferred.
Additional Eligibility Qualifications
None required for this position.
Compliance
Adheres to Envision's Code of Conduct and Compliance Policies and attends annual Compliance training as set forth by the Company.
Company Benefits
The following benefit programs are available to eligible employees. Benefits eligibility is dependent on a variety of factors, including employee classification.
• Health Benefits: Medical/Dental/Vision/Life Insurance
• Company Matched 401k Plan
• Employee Stock Ownership Plan
• Paid Time Off + Paid Holidays
• Employee Assistance Program
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
OSHA Exposure Rating: 1
It is reasonably anticipated NO employees in this job classification will have occupational exposure to blood and other potentially infectious body fluids.
