Financial Planning & Analysis Administrative Director

Thank you for taking time to stop by and take a look at the Administrative Director of Financial Planning & Analysis role I posted here on LinkedIN, I appreciate it quite a bit. Allow me to introduce myself a bit before we move further. I am an actual live human writing this...so, no Ai, no Bots... In addition, I do not use Ai to screen resumes...I actually read them myself. So, if you are a fit, you will actually be hearing back from a real human. I hope this process is a refreshing change from the norm.

A little about me. My name is Tom Welke. I am Partner & VP at RSM Solutions, Inc and I have been recruiting technical talent for over 24 years and been in the tech space since the 1990s...so, like many of you reading this, I have been around for a while. That being said, I am going to be just as interested in social fit as I am technical fit with the roles I work on (granted, there are technical 'gotta haves' which I will go into later that are really gotta haves, but that social fit is going to be very important for this role as well).

Now, on to the show....

From a social 'fit' standpoint, here are some of the things we are seeking:

• I am willing to bet that their are individuals reading this that have a colleague that is incredibly smart, but difficult to actually work with. We are seeking that person that has a really great blend of FP&A experience, but is comfortable speaking with individuals outside of finance without making that person outside of finance feel foolish due to the questions that they have.
• We are looking that really enjoys educating non finance people on the importance of understanding finance and accounting. Granted, we aren't looking for a 'teacher'...but, I think you know where I am going on this. Sometimes the best finance people are those that enjoy coaching others on what you need in order to get your job done effectively.
• A team builder will work well here...this requires a degree of EQ, as many team leaders reading this know very very well. If you like nurturing and building talent, that would be fantastic to see.

This role is being done onsite in Naples, Florida. Yes, we are open to individuals who need to relocate and their are relocation dollars available... We would just need to know what you would need to facilitate that relocation.

This is a permanent, full time, fully benefitted role.

Here are the technical 'guts' of this role.

In this role, you will be reporting to the Vp of Finance and oversee FP&A for this healthcare system. There are 2 individuals that will be reporting to you (one that does FP&A work for the the medical side of the house and one that works on the hospital side of the house). The total team size is 6 including the 2 that report directly to you. That team size include, primarily, junior level financial analysts. Interestingly enough, former internal auditors that went to work in industry (worked as an auditor for an accounting firm and then went to work for hospitals) would be a great fit for a role like this.

Some of the major projects you will be working on include building (and continuing to build) a long term capital model, liquidity models, annual budgeting processes, and working on new hospital projects (pediatric hospital and a heart institute to name a couple).

In your first 3-6 months, success would include the following:

• A very solid understanding of the activities of your direct reports and your team as a whole.
• Nailing down the reporting processes (quarterly reporting, budget reporting, etc).
• Getting up to speed on long term capital planning.
• Understanding of all the puzzle pieces related to finance and how they all fit together.

Here are some of the main responsibilities (just as with the requirements, I won't bore you to tears with dozens of 'gotta haves'....I don't know about you, but my eyes get a little buggy after seeing a zillion bullets):

• Prepare and manage the creation of the annual system operating, capital and FTE budgets.
• Prepare and manage the annual Actual Year AHCA report, quarterly AHCA data, and submissions and annual AHCA reports.
• Prepare and maintain monthly system Financial Variance analysis and reporting.
• Prepare and maintains Strata data reconciliation and report management including General Ledger and Patient Level reporting.
• Prepare custom Program Profit and Loss analysis.
• Evaluate financial and strategic impact of new business opportunities.
• Collaborates with other departments to analyze different projects to develop goals, measure performance and make recommendations.
• Manage physician compensation plans, reviews physician compensation year end reconciliation and bonus calculations.
• Collaborate with 3rd party vendor on compensation audit, review and submit compensation information for national and regional survey purposes.
• Supervise the preparation of the annual 990 filing for the medical group.

Here is what we are seeking:

• At least 15 years of FP&A experience. At least 1/2 of that experience will need to be in a healthcare or hospital system.
• Either a Masters in Finance or a CPA.