Senior Manager, Financial Planning & Analysis

We Are Inspired to Serve. Join us!

This position is located at the corporate office and will support the planning, forecasting, reporting, and analysis for several
Communities within the organization. The position is self-directed in most aspects of the role. This role takes the initiative to
drive performance, partner with the community leaders and hold accountability to the financial plan. The Senior Manager
role requires the ability to analyze detailed financial operations, an increased level of organization, comprehension and
communication skills, and the ability to work across the organization.

ESSENTIAL RESPONSIBILITIES:

• Responsible for preparing ad-hoc analysis, and value-added modeling, business propositions and special projects that will enable leadership to make insightful business decisions.
• Works collaboratively with the Operations AVP to help support Community leadership with understanding actual results compared to Plan. Provide analyses, insights and proactively influence communities to meet targeted goals.
• Responsible for partnering with each Community’s Executive Director to help prepare and coordinate the monthly forecast and the Annual Operating Plan across the Community.
• Responsible for coaching and training Community leadership and department managers on financial tools and approaches to create and manage their budgets.
• Participate in monthly operational calls, providing support to financial areas such as cash flow, net operating margin and revenue & expense projections. Prepare presentations for and participate in quarterly Financial Review Meetings with residents.
• Assist FP&A leadership in the Integrated Strategic Plan (ISP) process by providing forecast projections for census, revenue, and expense assumptions, as well as providing insight into business trends.

EDUCATION AND WORK EXPERIENCE:

• Preferred Degree: B.S. in Accounting or Finance or equivalent; MBA or CPA a plus
• Experience:
  • 7+ years of related experience in Financial Planning and Analysis, Accounting, or similar discipline
  • Experience in Health Care, Senior Living, or related field (strongly preferred but not required).

KNOWLEDGE, SKILLS, AND ABILITY:

• Expertise in financial planning and/or accounting with strong analytical skills
• Self-starter and independent, with high degree of learning agility. Comfortable working independently and collaborating with Senior leaders.
• Ability to work collaboratively across multiple organizational levels, exhibiting a positive attitude and customer-focused demeanor.
• Strong business acumen and ability to simplify complex financial concepts for non-finance professionals.
• Strong attention to detail and proven track record of producing consistently accurate work, while possessing the ability to step back and determine whether outcomes are reasonable.
• Excellent communication skills (both written and oral, English skills required). Ability to communicate effectively across all organization levels, and present to a broad range of audiences.
• Strong organization and project management skills to enable effective management of the deliverables and timelines.
• Demonstrated experience and aptitude for working with financial systems (Microsoft Excel, Financial Planning applications, General Ledger).

PHYSICAL REQUIREMENTS:

• Regular, predictable attendance is required.
• Sufficient physical ability and mobility to work in an office/community setting.
• Ability to stand or sit for prolonged periods of time.
• Ability to occasionally stoop, bend, kneel, crouch, reach, and twist.
• Ability to lift, carry, push, and/or pull light to moderate amounts of weight up to 50 lbs.
• Engaging in repetitive movements of wrists, hands, and fingers - typing and/or writing. Clarity of Vision:
  • For near visual acuity Clarity of vision at approximately 20 inches or less (i.e., working with small objects or reading small print), including use of computers.
  • For far visual acuity, Clarity of vision at 20 feet or more. This is not just the ability to see a person or object, but the ability to recognize features as well.
  • For peripheral vision, observing an area that can be seen up and down or to right or left while eyes are fixed on a given point.

COMPETENCIES:

Leadership

Guide and inspire a high-performing Customer Success team that achieves and exceeds revenue targets while fostering customer loyalty and growth

Customer Success

As a customer advocate build strong relationships with our customers, understanding their needs and ensuring their success with our platform. Promote increased adoption and expansion of our solutions within customer organizations

Continuous Improvement

Advocate for and implement a culture of continuous learning and improvement within the team. Drive initiatives that improve customer satisfaction and team efficiency

Account Strategy

Define and execute strategies to drive customer retention, renewal, upsell, and cross-sell, contributing directly to our growth objectives

Cross-Functional

Collaboration Collaborate with other departments to align on company goals, relay customer feedback, and ensure a unified customer experience

#Corporate

$103,095.00 - $165,708.75 per year

Reasonable Pay Estimate

A reasonable estimate of the pay range for this position is $103,095.00 - $165,708.75 per year. There are numerous factors taken into consideration in determining the actual offered rate of pay, including but not limited to: job-related qualifications, experience, skills, education, geographic location, and consideration of internal and external equity.

For full time employees, we offer a generous benefits package that includes:

• Medical, dental and vision insurance

• Employer paid group term life and disability

• Paid Time Off (PTO) & six paid holidays

• 403(b) with a 3% employer match

• Fitness center use at most facilities.

• Various voluntary benefits:

• • Life, AD&D

  • Tuition assistance and scholarships

  • Employee assistance program

  • Legal services, home/auto insurance, discount purchasing program

  • Pet Insurance

For more information about Covenant Living and CovenantCare at Home, please visit www.covliving.org or www.covenantcareathome.org.

Covenant Living and CovenantCare Home Health and Hospice are equal opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, or any other characteristics protected by local laws, regulations, or ordinances.