Financial Reporting & Analysis Manager

Financial Reporting & Analysis Manager

Must Haves: Bachelor's degree in Accounting or similar field, 7+ years in accounting and financial reporting, 3+ years of management/supervisory experience and ability to grow and mentor staff, expert analytical and technical skills in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) rules and standards, proficiency of equity method accounting and consolidations (including non-controlling interest). Highly knowledgeable on current U.S. generally accepted accounting principles, including SEC, FASB, and EITF rules. Skilled in use of personal computers and relevant software packages; in particular, Hyperion software applications, Microsoft Office (Word, Excel, Power Point and Access), Lawson and Blackline. Demonstrated strong analytical and critical thinking skills. Strong interpersonal skills; demonstrated ability to develop and sustain cross-functional relationships across the organization. Strong oral and written communications skills with the ability to express complex business concepts effectively; strong presentation skills required to evangelize systems and processes; prepares written business documents that are professional.

Plusses: CPA strongly preferred, MBA

Day to day: Our client is looking for a Financial Reporting & Analysis Manager to join the financial team and manage 1-2 Financial Analysts daily. This role reports into the VP of Controller and is responsible for the company's external financial reporting including managing and/or performing all financial functions associated with monthly/annual revenue analysis and designing and documenting internal control. The Financial Reporting & Analysis Manager will oversee monthly/annual external reporting, forecast and annual budgets for the entire company, the Insurance Agency group, and Health2047 & Subsidiaries. This role will lead the external reporting process, prepare financial statements and disclosures, including MD&A, and develop statistical and financial analysis of reports and data.

Responsibilities:

Financial Reporting & Analysis 60%: Consolidate financial results ensuring expenses and revenues from all areas have been recorded accurately and timely. Manage the monthly/annual external reporting function; lead the preparation of all financial statements and footnote disclosures, as well as MD&A. Ensure proper accounting/reporting of minority (non-controlling) interest; monitor, and update the Health2047, Inc. capital structure for spinout companies. Supports preparation of the annual report, including management's discussion and analysis, highlights, and related financial pages. Compile monthly financial book for distribution to senior management and the Board and prepare PowerPoint presentations for use at the Finance Committee meetings. Perform quarterly financial review, analysis, preparation, and reporting of financial data and trends for assigned business areas; maintain and deliver revenue forecast and budget analysis. Meet regularly with personnel outside of Finance to review and interpret their area's financial statement.

Annual Budget 20%: Consolidate and analyze preliminary submissions, identify relevant variances, and pursue explanations of financial results for unusual items following up with departments for explanation. Prepare review documents for use by senior management in reviewing each area's budget. Prepare internal budget book for distribution to senior management and the board for final approval and PowerPoint presentations for use at the Finance Committee budget meeting. Prepare external budget book for distribution to the House of Delegates.

Cost Allocation 10%: Monitor cost allocation methodologies and guidelines; lead allocations and recommend modifications. Coordinate with all business units to ensure accuracy of metrics and concise documentation of the allocation methodology; create and maintain automated monthly routine allocations, review and update calculations annually.

Staff Management 10%: Lead, mentor, and educate assigned staff; set direction, objectives, and project priorities; evaluate staff performance.