5-7 years of experience in financial analysis or FP&A roles
Strong emotional intelligence (EQ) for effective collaboration
Experience with budgeting and analytic tools like Adaptive Insights or Tableau
Familiarity with ERP systems such as NetSuite or SAP
Proven ability to manage multi-entity financial data
Responsibilities
Provide strategic financial recommendations to executive leadership
Collaborate with finance team to manage cash projections and debt compliance
Analyze market segments and growth investment opportunities
Serve as a strategic partner to CFO and CEO for financial performance insights
Lead data consolidation efforts for executive decision-making
Design and maintain operational dashboards in Adaptive Planning
Monitor facility-specific P&Ls and evaluate revenue trends
Benefits
Long Term Incentive Plan
401K Match
Comprehensive medical, dental, and vision coverage
Mobile phone and auto allowances
Company-sponsored philanthropic events for employees and their spouses
Full Job Description
Title: Manager of FP&A
Compensation: $140,000
Location: San Clemente, CA
Email your word document resume to [redacted] and reference the subject "FP&A Supervisor"
The Perks
Long Term Incentive Plan
Best In Class
401K Match
Medical, Dental, Vision, Disability Coverage
Mobile Phone Allowance
Auto Allowance
Company Funded Sponsored Event for you, a spouse, and department around the Philanthropy of your Choice as the CFO
Position & Company Synopsis
As the lynchpin of the FP&A function, you will take operational ownership of financial data as the company rolls out Adaptive Planning & Snowflake. You will build, refine, and deploy dynamic executive and dashboards tracking key operational drivers. Beyond high-level analysis, you will drill down into underlying operational metrics that make this company one of the fastest growing organizations in the lifesciences space
Job Overlay
Provide strategic recommendations to the CFO, COO, CEO, the board of Directors and other members of our management team, with a common goal of enhancing the financial performance of the company.
Collaborate with Corp. Controller & Sr. Treasury Manager to manage cash position including cash projections, debt levels and debt covenant compliance.
Be able to put on your forward-thinking perspective and analyze potential market segments, geography expansions, and other strategic growth investment decisions.
Serve as a primary strategic partner to the CFO and CEO, providing data-driven visibility into financial and operational performance across all operating entities.
Lead data assimilation efforts to combine disparate data into consolidated financial views and executive decision-making tools.
Act as the super-user and key operational driver for the upcoming implementation of Snowflake, we will train you.
Design, build, and maintain executive and operational dashboards within Adaptive, tracking daily patient census, occupancy levels, admission rates, bed holds, and discharge metrics.
Monitor and analyze facility-specific P&Ls, evaluating revenue trends, operational variances, and margin drivers for each independent location.
Perform granular drill-down analysis on financial statements, tracing operational variances back to source general ledger transactions.
Develop projected monthly P&L forecasts that update dynamically as transactions are posted into NetSuite throughout the month.
Perform complex financial modeling, data manipulation, and scenario analysis using advanced Excel functions
Investigate reconciliation discrepancies by auditing underlying Excel formulas, transaction logs, and system data flows.
Assist in evaluating potential growth opportunities, including financial modeling for new facility acquisitions and pending Letters of Intent
Qualifications:
Strong EQ.
Budgeting/Planning/Analytic Tool Environment experience such as Vena, Adaptive Insights, Host Analytics, OneStream, HFM, Alteryx, Tableau, or Anaplan all a plus
If you have been successful working in intricate ERP environments such as Acumatica, MS Dynamics 365 NetSuite, Oracle Fusion, SAP Cloud, or MS Business Central then please apply
Public Accounting or 3+ to 5+ years of progressive experience in financial analysis, corporate FP&A, or business analytics roles.
Strong software savvy with modern FP&A and analytics platforms (e.g., NetSuite, Adaptive Planning, Planful, Snowflake, or similar business intelligence tools).
Demonstrated experience handling multi-entity data assimilation and rolling up individual location/facility P&Ls.
Email your word document resume to [redacted] and reference the subject "FP&A Supervisor"
