Financial Planning Manager

Wellness Medical Center; Atlantic City (NJ); On-site; USD 105,000 - 166,000; Full time

Job summary

Wellness Medical Center in Atlantic City, NJ seeks a Financial Planning Manager to transform raw finance data into board-ready narratives. Bring 7 years of QuickBooks experience and enjoy a competitive salary, mentorship, and flexible hours as part of a collaborative team.

You will own grant compliance, develop cash flow models, monitor liquidity for the Atlantic City team, and report performance to leadership. This role rewards meticulous detail, critical thinking, and clear performance metrics.

Qualifications

• Patience to mentor without taking over
• Fluency in Bank Reconciliation with DCF Analysis on roadmap
• Comfort navigating ambiguity when brief arrives half-written
• Proven aptitude for Critical Thinking, ideally near Atlantic City, NJ
• Meticulous attention to detail across every deliverable
• Humility to revise strong opinions when data argues back
• Comfort being measured against a clear manager bar

Responsibilities

• Own grant compliance so Wellness Medical Center never returns a restricted dollar
• Develop cash flow models and monitor liquidity for the Atlantic City, NJ team
• Settle expense reports quickly to avoid follow-up
• Monitor key finance metrics and report to leadership
• Keep the full-time commission calc transparent and audit-friendly

Skills

Bank Reconciliation

DCF Analysis

Critical Thinking

Mentoring

Attention to detail

Managerial Leadership

QuickBooks

Tools

QuickBooks

Job description

If you can turn raw finance data into a board-ready narrative, Wellness Medical Center has a Financial Planning Manager chair waiting in Atlantic City. You'll bring 7 years of QuickBooks, and in return get $105,000 - $166,000, a supportive team, and the freedom to drive your own results.

Key Responsibilities

• Own grant compliance so Wellness Medical Center never returns a restricted dollar
• Develop cash flow models and monitor liquidity for the Atlantic City, NJ team
• Settle expense reports fast enough that nobody chases you twice
• Monitor key finance metrics and report on performance to leadership
• Keep the full-time commission calc transparent enough to survive a dispute

What You'll Bring

• The patience to mentor without taking over the keyboard
• Manager fluency in Bank Reconciliation, with DCF Analysis on your roadmap
• Comfort navigating ambiguity when the brief arrives half-written
• Proven aptitude for Critical Thinking, ideally near Atlantic City, NJ
• Meticulous attention to detail across every deliverable
• The humility to revise strong opinions when the data argues back
• Comfort being measured against a clear manager bar

Wellness Medical Center took everything frustrating about finance and rebuilt it from scratch in Atlantic City, NJ, with problem-solving attention to DCF Analysis. Our Atlantic City office prizes the quiet contributor who makes everyone around them measurably better.

Your compensation opens at $105,000 - $166,000, your mentor is waiting, your benefits are ready, and your hours are yours to flex.

This Financial Planning Manager posting is fresh, active, and open for business right now.