What are the responsibilities and job description for the FP&A Manager position at Sherloq Solutions?
About SHERLOQ Solutions
Established in 1916, SHERLOQ began as a member-owned cooperative in Tampa, Florida. The founding mission was to facilitate the sharing of credit information, promote the equitable principles in trade and give back to the community. Over 100 years later, SHERLOQ continues as a vibrant company serving hospitals, healthcare systems, physician practices and utilities nationwide. SHERLOQ Solutions, SHERLOQ Revenue Solutions and SHERLOQ Financial serve customers from our Tampa headquarters and mid-west call center in Traverse City, Michigan.
Position Summary
We are seeking a detail-oriented and strategic FP&A Manager to join our finance team. The ideal candidate will manage budgeting, forecasting, financial modeling, and reporting processes, while leveraging MS Dynamics GP and other systems as necessary for financial data extraction, analysis, and reporting.
Essential Duties and Responsibilities
- Lead the financial planning and analysis (FP&A) process, including budget preparation, monthly forecasting, and long-range planning.
- Utilize Microsoft Great Plains (Dynamics GP) and other systems as necessary for data extraction, financial reporting, and general ledger analysis.
- Perform detailed variance analysis, identifying key trends and communicating results to leadership.
- Prepare monthly, quarterly, and annual financial reports for internal stakeholders and senior management.
- Collaborate cross-functionally with Accounting, Operations, and Sales to support business objectives and strategic initiatives.
- Develop and maintain financial models to support business cases, capital investments, and profitability analysis.
- Support month-end and year-end close processes, including journal entries, accruals, and reconciliations.
- Drive continuous improvement initiatives in reporting processes and internal controls.
- Assist with system upgrades, data migrations, and process documentation related to Dynamics GP.
- Ad-hoc analysis as required.
Preferred Attributes
- Self-starter with a proactive attitude and ability to manage multiple projects.
- Strong attention to detail and accuracy in reporting.
- Ability to explain financial concepts to non-financial stakeholders.
Experience and Education
- Bachelor's degree in Finance, Accounting, Economics, or related field (Master's or CPA/CMA a plus).
- 5 years of experience in FP&A, with at least 2 years in a leadership role
- Experience working with Microsoft Dynamics GP (Great Plains) - reporting, GL, and financial modules.
- Advanced Excel skills, including PivotTables, VLOOKUP, and financial modeling.
- Strong analytical, problem-solving, and data interpretation skills.
- Excellent communication and interpersonal skills.
- Experience with BI tools such as Power BI or Tableau is a plus.
- Familiarity with GAAP and financial compliance standards.
We value our employees and offer amazing benefits, including medical Insurance, a 401(k) plan, generous vacation and paid-time-off (PTO), eight paid holidays, and tuition reimbursement as well as life, dental, accidental death & disability, and supplemental insurance. Our plans are designed to be both valuable and affordable. If this sounds like the right opportunity for you, apply today!
We are proud to be an EOE/AA Employer - (Minority/Female/Disabled/Veteran) - http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf.
We maintain a drug-free workplace and perform pre-employment substance abuse testing.
READY TO JOIN OUR TEAM?
We understand your time is valuable and that is why we have a very quick and easy application process. If you feel that you would be right for this position, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!