Financial Planning & Analysis Manager

Vizient, Inc; Irving (TX); On-site; USD 77,000 - 135,000; Full time

Benefits offered by this job

Benefits package

Incentive eligibility

Job summary

Vizient, Inc. in Irving, TX is seeking a seasoned Finance partner to manage financial planning, forecasting, reporting, and analysis for assigned client groups.

You will collaborate with business leaders to translate financial data into actionable insights and support informed decisions. The role requires strong modeling skills, advanced Excel/PowerPoint, and the ability to drive financial performance across business areas.

Qualifications

• Relevant degree in Finance, Accounting, Business, Economics or related field.
• 5+ years of experience in financial analysis.
• Strong knowledge of financial planning, forecasting, budgeting, and P&L analysis.
• Demonstrated financial modeling and analytical skills.
• Advanced Excel and PowerPoint skills.
• Ability to translate analysis into insights for stakeholders.
• Experience with Workday and Adaptive Planning is a plus.

Responsibilities

• Serve as finance partner to assigned client groups, providing analysis and decision support.
• Manage budgeting, forecasting and financial planning for assigned groups.
• Analyze performance to identify trends, risks, and opportunities.
• Prepare and present monthly financial reporting with key metrics.
• Review P&L results and investigate variances and anomalies.
• Collaborate with accounting to resolve discrepancies and ensure accurate expense reporting.
• Develop and maintain financial models to evaluate performance and support decisions.
• Contribute to the Operating Plan process with guidance and analysis.
• Communicate insights and recommendations to leaders and stakeholders.
• Identify opportunities to improve financial processes, reporting and analysis.
• Lead or participate in ad hoc financial projects as needed.

Skills

Financial analysis

Budgeting

Forecasting

P&L analysis

Excel proficiency

PowerPoint proficiency

Communication

Attention to detail

Multitasking

Problem solving

Education

Finance/Accounting/Business/Economics degree

Advanced degree preferred

Tools

Workday

Adaptive Planning

Job description

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 serve as a finance partner to assigned client groups, managing financial planning, forecasting, reporting, and analysis for your supported business areas. You will collaborate with business leaders and accounting to conduct complex financial analyses, evaluate financial performance, identify risks and opportunities, and translate financial data into actionable insights that support informed business decisions and organizational performance.

Responsibilities

• Serve as the finance partner to assigned client groups, providing financial analysis, guidance, and decision support.
• Manage budgeting, forecasting, and financial planning activities for assigned client groups.
• Analyze financial performance to identify trends, risks, opportunities, and key performance drivers.
• Prepare and present monthly financial reporting, including key metrics, forecasts, and performance insights.
• Review Profit & Loss (P&L) results and perform root-cause analysis to identify and explain financial variances and anomalies.
• Partner with accounting to investigate financial discrepancies and ensure accurate expense reporting.
• Develop and maintain financial models to evaluate business performance and support operational and financial decisions.
• Provide financial guidance and analytical support throughout the Operating Plan process.
• Communicate financial insights and recommendations to business leaders and other stakeholders.
• Identify and implement opportunities to improve financial processes, reporting, and analysis.
• Manage or contribute to ad hoc financial projects and initiatives based on business needs.

Qualifications

• Relevant degree in Finance, Accounting, Business, Economics, or a related field preferred; advanced degree preferred.
• 5 or more years of experience in financial analysis required.
• Strong knowledge of financial planning, forecasting, budgeting, and P&L analysis required.
• Demonstrated financial modeling and analytical skills, including the ability to interpret complex financial data.
• Advanced proficiency in Microsoft Excel and proficiency in PowerPoint.
• Experience translating financial analysis into clear insights and recommendations for business stakeholders.
• Ability to identify financial trends, variances, risks, and opportunities through detailed analysis.
• Strong problem-solving skills and attention to detail.
• Strong written and verbal communication skills, with the ability to clearly present financial information to various stakeholders.
• Ability to independently manage multiple priorities and deliver accurate work in a dynamic environment.
• Experience with Workday and Adaptive Planning is a plus.

Vizient has a comprehensive benefits plan! Please view our benefits here: http://www.vizientinc.com/about-us/careers

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.

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 shaping the future of healthcare, every day. Alongside our clients, we're building a healthier, more human healthcare system. We connect people, data, and solutions to enable healthcare organizations to improve financial sustainability, enhance system performance, and deliver better care.

Headquartered in Irving, Texas, with 11 offices across the United States, Vizient has more than 5,000 employees who bring deep expertise and a shared commitment to transforming healthcare. Together, we're solving some of the industry's most complex challenges while creating opportunities to learn, grow, and drive lasting change for healthcare organizations and the communities they serve. Through our enterprise of companies, we deliver meaningful impact across the continuum of care: 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. Kaufman Hall - Leading healthcare advisory services to support our clients in achieving financial, clinical, and operational excellence. Provista - Proven supply chain partner specializing in extended, diagnostic, and preventive care facilities, including surgery centers, home health, and senior living.

Click here for Vizient Careers Home Page.