Financial Planning & Analysis Manager

Socket.dev; Orlando (FL); On-site; USD 100,000 - 150,000; Full time

Job summary

Socket.dev is seeking a Financial Planning & Analysis Manager to lead comprehensive financial modeling, budgeting cycles, and forecasting for our eye care platform. You will partner with Operations and Executive leadership to streamline reporting, monitor KPIs, and provide actionable insights to improve efficiency, profitability and decision-making.

A minimum of five years in FP&A is required, with CPA/CFA a plus.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Minimum of five (5) years' of experience in financial planning, analysis, or a related role.
• FP&A experience in Private Equity is a plus.
• CPA, CFA, or other relevant certification is a plus.

Responsibilities

• Fosters a positive and successful working environment, creating partnership with team members, leadership, and providers.
• Prepare and analyze revenue recognition financial model by payor.
• Develops financial models to support decision-making processes.
• Supports the development of strategic plans by providing financial insights and recommendations.
• Performs variance analysis to identify trends, risks, and opportunities.
• Collaborates with cross-functional teams to gather financial data and ensure accuracy in reporting.
• Leads financial forecasting and annual budget process.
• Preparation of monthly, quarterly, and annual financial statements.
• Monitors KPIs and provide actionable insights.
• Conducts regular financial performance reviews and present findings to senior management.
• Evaluates business cases for new projects and investments, assessing potential financial impact.

Skills

Excel

Financial systems

SQL

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

ERP systems

BI tools

Job description

Description

Our Mission is to deliver quality, accessible and patient-centered eye care.

Team members are hired to assist the organization in building a differentiated integrated eye care platform focused on superior patient care delivered through our network of optometrists and ophthalmologists. Team members are expected to exhibit a continuous behavior of professionalism, which includes but is not limited to, acting with integrity and accountability, support our clinicians in all aspects of patient care delivery, support a culture of respect, diversity and inclusion in our organization, and enhance the patient access to primary and specialty eye care.

Our vision is to create an admired healthcare company dedicated to delivering personalized eye care with outstanding patient outcomes.

Job Summary:

The Financial Planning & Analysis Manager is responsible to provide comprehensive analysis and business financial modeling for current operations, annual budgeting cycles, and forecasting/planning for future projects. This position streamlines reporting for Executive leadership and partners with partner with Operations to help support efficiency, information relay, and additional company needs.

Essential Duties & Responsibilities:

• Fosters a positive and successful working environment, creating partnership with team members, leadership, and providers.
• Prepare and analyze revenue recognition financial model by payor
• Develops financial models to support decision-making processes.
• Supports the development of strategic plans by providing financial insights and recommendations.
• Performs variance analysis to identify trends, risks, and opportunities.
• Collaborates with cross-functional teams to gather financial data and ensure accuracy in reporting.
• Leads financial forecasting and annual budget process.
• Preparation of monthly, quarterly, and annual financial statements.
• Monitors key performance indicators (KPIs) and provide actionable insights.
• Conducts regular financial performance reviews and present findings to senior management.
• Evaluates business cases for new projects and investments, assessing potential financial impact.
• Ensures compliance with financial regulations and company policies.
• Continuously seeks to improve financial processes and tools for efficiency and effectiveness.
• Supports ad-hoc financial analysis and special projects as needed.

Core Competencies:

• Technical Proficiency: Advanced skills in Microsoft Excel and financial systems (ERP systems, BI tools), along with knowledge of SQL or other coding.
• Analytical & Problem-Solving Skills: Strong ability to analyze complex data, identify patterns, and develop actionable insights to address financial and operational challenges.
• Communication & Collaboration: Excellent written and verbal communication skills to effectively convey financial information and work cross-functionally.
• Attention to Detail & Accuracy: Ensuring the reliability and integrity of financial data, models, and reports.
• Business Acumen & Strategic Thinking: Understanding the organization's business models, industry trends, and contributing to long-term financial strategies.

Requirements

Education & Experience, Required:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of five (5) years' of experience in financial planning, analysis, or a related role

Education & Experience, Preferred:

• Including a minimum of two (2) years FP&A experience in Private Equity (Healthcare industry a plus)
• CPA, CFA, or other relevant certification is a plus
• Working knowledge of GAAP accounting, financial statements, and cash flow