Description

Essential Job Functions & Responsibilities

Planning and Forecasting

• Manage the Analysis, forecasting and reporting of corporate and business unit operating performance in order to identify trends, risks and opportunities for improvement.
• Compare monthly results to plan; prepare and forecast relevant financial scorecard information.as well as monitor and analyze financial trends and communicate results to leadership.
• Meet with executive management and leadership to identify, discuss and prioritize financial performance vs. annual plan
• Develop process to accurately and timely communicate results with key leaders and recommend improvements to meet key critical indicators.
• Advise decision makers on the appropriate course of action, and present reports to document recommendations. Serve as a team leader/member on cross-departmental initiatives and projects.

Manage and Controls

• Develops and updates regularly scorecard critical indicators for each position in the organization.
• Prepare and facilitate monthly results to FMSI leadership team and local leaders in each location. 
• In alignment with payroll, prepare and present bonus and incentive results as necessary. 
• Work cohesively with Data Transition specialist and Operations to mange data integrity and conversion projects. 
• Prepare ad-hoc reports as appropriate to assist Operations in Quality and Reoccurring system issues. 

Mergers and Acquisitions 

• Assist Direct of Finance in summarizing agency data in a format that can guide FMSI in their decisions and change mgmt. planning
• Attend M and A meetings and accomplish task and projects as agreed upon with leaders. 
• Assist with any HR related paperwork and offer letters to ensure proper alignment with colleagues and budgets. 
• Assist Director of Accounting in the transition of payroll

Requirements

Education

• College degree in Finance or Accounting is required. 
• Minimum of 3-5 years’ experience in accounting, finance, budgeting, forecasting and/or financial analytics required.
• Must also have experience in Microsoft Office. Specifically, Intermediate WORD skills and Advanced EXCEL skills. 

Skills & Competencies

• Must be able to learn from others while also being a problem solver. 
• Must demonstrate excellent verbal, written communication and interpersonal skills. 
• Successful candidates will have the ability to prioritize and manage workload in a fast-paced environment, work independently, consistently meet deadlines, as well as analyze and communicate financial information to disparate audiences. 
• Always treat external and internal clients professionally.
• Demonstrate respect for fellow co-workers, internal and external clients. 
• Level of professionalism re relationships, attitude, promoting and representing the department and company, and adhering to other policies as they are further described in the Employee Handbook.