Director of Financial and Operational Analysis

Healthcare Services Group (HCSG) is currently seeking to fill the position of Director of Financial & Operational Analysis to join our growing Corporate Team in Bensalem, PA!

Position Title: Director of Financial Planning & Analysis

Department: FP&A / IT

Reports To: Senior Vice President of Information & Technology

Status: Exempt/ Full Time/ Hybrid

Location: Corporate (Bensalem, PA)

Position Overview

Healthcare Services Group (HCSG) is seeking an experienced and strategic finance leader to serve as our Director of Financial Planning & Analysis . This highly visible leadership position plays a critical role in connecting Finance, Information Technology, and Operations by transforming financial and operational data into actionable business intelligence that supports executive decision-making.

The Director will oversee financial planning and analysis, budgeting, forecasting, executive reporting, business intelligence, and operational analytics while driving initiatives that improve financial performance, operational efficiency, and data-driven decision making across the organization. This individual will lead cross-functional projects, develop sophisticated financial models, oversee month-end reporting processes, and champion continuous process improvements through technology and automation.

This role is ideal for a collaborative leader who enjoys solving complex business challenges, influencing executive strategy, and building innovative reporting solutions that drive organizational success.

Key Responsibilities

• Lead the Company’s annual budgeting process while partnering with business leaders to develop accurate operating and financial budgets aligned with strategic objectives.

• Develop and maintain rolling forecasts for revenue, expenses, and labor providing leadership with timely projections and recommendations.

• Oversee the financial planning and analysis function by preparing meaningful financial analyses that support strategic business decisions.

• Lead the month-end financial close support process by partnering with Accounting to ensure timely reporting, analyze operating results, explain significant variances, and prepare executive financial summaries.

• Perform detailed variance analysis comparing actual results to budget, forecast, and prior periods, identifying trends, root causes, risks, and opportunities.

• Develop sophisticated financial models to evaluate strategic initiatives, pricing scenarios, operational improvements, capital investments, and other business opportunities.

• Design, develop, and maintain executive dashboards, scorecards, and KPI reporting packages that provide actionable insights into operational and financial performance.

• Utilize business intelligence and data visualization platforms including Sigma, Power BI, Tableau, Qlik, or similar tools to analyze large and complex data sets, identify trends, and communicate meaningful business insights.

• Partner closely with Finance, Information Technology, Operations, Human Resources, and other business leaders to align financial goals with operational execution and strategic priorities.

• Translate business requirements into reporting, data, and technology specifications that support enterprise-wide initiatives and system enhancements.

• Lead cross-functional projects focused on improving reporting accuracy, data quality, operational efficiency, and financial processes.

• Conduct stakeholder interviews, evaluate existing business processes, define project scope, document business requirements, and recommend scalable technology solutions.

• Develop workflow documentation, process maps, system specifications, and implementation plans for reporting and system enhancements.

• Ensure the integrity, consistency, governance, and security of financial and operational data across reporting platforms.

• Identify opportunities to automate manual reporting and analytical processes through technology and continuous improvement initiatives.

• Prepare and deliver executive-level presentations, dashboards, and financial narratives that clearly communicate business performance, risks, opportunities, and strategic recommendations to senior leadership.

Qualifications

The successful candidate will possess a strong combination of financial leadership, analytical expertise, business acumen, and technology experience.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Business Analytics, Information Systems, or a related discipline.

• Five (5) or more years of Financial Planning & Analysis, Corporate Finance, or other highly analytical experience within a large, national, multi-site organization and progressive leadership or management experience

• Proven experience leading annual budgeting, forecasting, financial planning, and executive reporting processes.

• Demonstrated experience supporting month-end close, financial reporting, and variance analysis.

• Strong financial modeling skills with the ability to evaluate strategic initiatives and business scenarios.

• Demonstrated success leading cross-functional projects involving Finance, Technology, and Operations. Finance Transformation experience is highly desirable.

• Extensive experience utilizing business intelligence and visualization tools including Sigma, Power BI, Tableau, Qlik, or similar platforms.

• Experience extracting, analyzing, and interpreting large data sets to develop meaningful business insights and executive reporting.

• ERP experience required; Workday experience preferred.

• Advanced Microsoft Excel skills and working knowledge of SQL.

• Exceptional analytical, organizational, communication, and presentation skills with the ability to translate complex financial information into clear business recommendations.

• Proven ability to influence executive decision-making while managing multiple priorities in a fast-paced environment.

Preferred Qualifications

CPA, CMA, MBA, or other advanced financial credential.

Experience leading Finance Transformation, Business Intelligence, or Digital Transformation initiatives.

Experience with process automation, data governance, and continuous improvement methodologies.

Position Benefit Details

• Competitive Wages and Benefits: At HCSG, we strive to provide you with a fulfilling career that rewards you for your hard work. Our teams play a crucial role in helping our customers create a better world, and we understand that your success is essential to ours. We offer comprehensive Total Rewards packages that comprise a base salary and the possibility of an annual performance-based incentive.

• Flexibility: We’re committed to supporting our employees both inside and outside of work. We acknowledge that each day is different, and strive to create the flexibility needed to be successful in all areas of your life. As a result, this role offers a hybrid work arrangement, with a minimum of 3 days in our headquarters located in Bensalem, PA.

• Professional Growth: At HCSG, we strongly advocate for internal promotions and fostering opportunities to advance your career. This is a high visibility position that provides you the opportunity to engage and collaborate with senior executives and make an impact to our organization. We offer diverse options and assistance to aid you in pursuing your desired career path.

Why HCSG

At HCSG, you will find a fulfilling, collaborative, committed, stimulating, and structured environment to help you succeed in serving our communities. We offer engaging opportunities for every phase of your career. HCSG is committed to providing growth and leadership opportunities to see you succeed!

HCSG is proud to be an equal opportunity employer committed to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, genetics, ethnicity, pregnancy status, gender identity, sexual orientation, marital status, political opinions, or affiliations, veteran status, or other legally protected classes. HCSG also complies with applicable state and local laws and federal law requirements that govern nondiscrimination in every location where we operate.

HCSG is committed to fostering and supporting a vibrant company culture that encourages employees to bring their authentic and best selves to serve our resident and client communities. We believe all employees, regardless of position, age, race, religion, beliefs, socioeconomic background, or gender, should work in an environment where they are safe, respected, and treated fairly, with their viewpoints, thoughts, and ideas encouraged and embraced.

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