What are the responsibilities and job description for the Financial Planning & Analysis Manager - Captis position at 1 Vizient, Inc.?
When you’re the best, we’re the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future. Summary: In this role, you will deliver strategic financial analysis and insights that drive Captis’ operational and growth objectives. You will oversee financial planning, reporting, and forecasting for assigned functional areas, maintaining a comprehensive five-year proforma and annual budget. You will partner closely with Captis leadership, accounting, and cross-functional teams to assess risks, ensure financial accuracy, and support informed decision-making. You will also lead financial modeling and scenario analysis to evaluate the financial impact of key initiatives across innovation, pharmacy, indirect and purchased services, and other strategic programs. Responsibilities: Lead annual budget and proforma development for Captis, LLC, ensuring alignment with organizational strategy and long-range financial objectives. Lead financial reporting, planning, and forecasting activities, ensuring accuracy, strategic alignment, and timely delivery of all financial outputs. Serve as the finance liaison to assigned business functions, supporting decision-making through financial modeling, risk assessment, and actionable insights. Analyze and interpret large, complex data sets to identify trends, risks, and opportunities; perform root cause analyses to uncover issues and develop strategic, data-driven recommendations that support executive decision-making. Facilitate comprehensive financial and revenue performance reviews with senior leadership, providing insights, trend analysis, and recommendations. Lead revenue acquisition processes through quarterly billing cycles and partner with the Innovation team to design and support revenue-generation programs. Collaborate with Captis Finance Committee and leadership to ensure financial transparency and alignment. Work cross-functionally with Financial Planning and Analysis counterparts to implement controls and protocols that safeguard financial integrity, define clear lines of responsibility, and ensure cross-training for consistent accounting coverage. Oversee financial investment accounts for performance and adjustments, working closely with our investment account advisors. Partner with accounting to investigate and resolve financial anomalies Execute ad-hoc and special projects to support Captis, LLC operations and strategic initiatives, including merger and acquisition analysis, new product financial modeling, and other priority assignments. Qualifications: Relevant degree in Finance, Accounting, or a related field preferred. 5 or more years of relevant experience in financial planning and analysis, with expertise in budgeting, forecasting, and analysis required. Strong analytical and problem-solving skills, with the ability to translate complex financial data into actionable insights. Experience supporting executive-level financial reporting and presentations. Excellent collaboration and communication skills. Advanced proficiency in financial modeling and Microsoft Excel; experience with Workday and Adaptive Planning is a plus. Knowledge of healthcare industry financial practices preferred. Willingness to travel. Estimated Hiring Range: At Vizient, we consider skills, experience, and organizational needs in our compensation approach. Geographic factors may adjust the range estimate and hires typically fall below the top range. Compensation decisions are tailored to individual circumstances. The current salary range for this role is $77,400.00 to $135,400.00. This position is also incentive eligible. Vizient has a comprehensive benefits plan! Please view our benefits here: http://www.vizientinc.com/about-us/careers Equal Opportunity Employer: Females/Minorities/Veterans/Individuals with Disabilities The Company is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law. Working at Vizient means making a difference in today’s dynamic health care industry, every day. Our mission is to connect health care organizations and providers with the knowledge, solutions and expertise that enable them to accelerate their clinical and operational performance. Vizient is based in Dallas and has offices in 20 metropolitan areas across the United States. We have 4,000 employees with a breadth of expertise, experience and compassion, who are eager to develop and implement solutions that advance health care for the greater good. Across our enterprise of companies, we have the scale and depth to deliver exponential impact across the continuum of care: Provista – Proven supply chain partner specializing in extended, diagnostic and preventive care facilities, including surgery centers, home health and senior living Apexus – The exclusive contractor for 340B Drug Pricing Program, managed by the Health Resources and Services Administration aptitude – The industry’s first online direct contracting market, supporting self-contracting activity between hospitals and suppliers. Sg2 - Providing a unique blend of analytics, intelligence, consulting and education to enable health system leaders to integrate strategic growth and performance across the continuum of care. Click here for Vizient Careers Home Page.
Salary : $77,400 - $135,400
