Manager Forecasting-SWHR

Southwestern Health Resources CIN; Pittston (Luzerne County); Remote; USD 85,000 - 115,000; Full time

Job summary

A leading healthcare organization is seeking a Manager of Forecasting to develop financial models and oversee financial planning. This remote position requires strong leadership skills and expertise in healthcare finance. Applicants should have a Bachelor's degree and at least 5 years of experience, including supervisory roles. The role involves collaboration across departments to drive financial success in value-based care initiatives.

Benefits

401(k) with match

Paid time off

Tuition reimbursement

Student loan repayment program

Comprehensive health insurance

Qualifications

• 5 years of progressively responsible experience including 1 year in a supervisory role.
• Experience with database applications such as Access and SAS/SQL.
• Experience with dashboard/reporting applications like Tableau and Power BI.

Responsibilities

• Develop financial models for reporting and forecasting.
• Work closely with leadership on financial responsibilities.
• Oversee and organize the finance and operations teams.
• Promote a high-performance culture and implement training programs.

Skills

Ability to prioritize and complete multiple projects

Intermediate to advanced Excel skills

Problem-solving skills

Communication and interpersonal skills

Self-motivation

Healthcare economics knowledge

Expertise in SQL, SAS, R, Python

Understanding of value-based care models

Ability to translate data into actionable insights

Education

Bachelor's Degree in Math, Statistics, Economics, Actuarial Science or related field

Tools

Excel

Tableau

Power BI

Job description

Overview

Manager Forecasting-Southwestern Health Resources-Clinically Integrated Network (SWHR-CIN)

At Southwestern Health Resources (SWHR), we believe healthcare can be more integrated, accessible, and affordable for all. Our purpose is to build a better way to care, together. SWHR is a patient-centered, clinically integrated network that brings together academic and community clinicians, researchers, hospitals, and ambulatory facilities. We partner with physicians to drive a new model of value-based, high-quality, data-driven healthcare—serving everyone in the communities we touch. By combining the strengths of UT Southwestern Medical Center and Texas Health Resources, we\'ve built the largest provider network in North Texas, giving our team members the opportunity to make a meaningful impact at scale. Healthcare in the U.S. is evolving rapidly, and SWHR is committed to leading that change—moving healthcare forward, together.

Position Summary

The Manager of Forecasting will develop and maintain financial forecasts for value-based care contracts, projecting revenue, shared savings, and risk-based outcomes. Will model contract performance, track financial incentive payouts, and provide actionable insights to leadership for strategic decision-making. This role ensures accurate financial planning and supports organizational success in value-based arrangements.

• Work location: Remote opportunity for approved work States below. Home office is: Southwestern Health Resources Headquarters, Farmers Branch, TX.

AR
FL
GA
MO
NC
OK
TN
TX
UT

Position Duties

Financial Responsibilities

• Develop financial models for reporting, forecasting and internal analytics
• Participate in monthly financial review meetings
• Work closely with leadership to ensure financial responsibility and attainment of goals
• Development of a contractual review playbook for revenue from a financial perspective to ensure completeness and accuracy of reporting
• Cash management and develop strategic cash planning
• Help develop higher performance standards leading to profitability and optimization along with leading cost savings opportunities
• Monitor the performance of all LOBs and identify areas of opportunity

Strategy, Vision and Business Development Leadership

• Ownership of the preparation and review of all committee and board presentation materials as well as gathering and organizing all supporting documentation prior to final approval of VP Finance/CFO
• Oversee the financial strategic planning of the company by evaluating its performance and potential risks
• Responsible for the aggregation and packaging of presentation materials from participating departments in a timely manner
• Lead strategic ideas into working plans, evolving the financial planning framework (budgeting/forecasting), and decision support activities
• Advise leadership and key members of senior management on financial planning, budgeting, cash flow investment priorities and policy matters
• Responsible for any adhoc project and reporting requested from leadership

People Development/Leadership

• Oversee, direct and organize the work of the finance and operations teams
• Develop and implement a training program to ensure the staff members receive appropriate training and development
• Promote a culture of high performance and continuous improvement that values learning and commitment to quality
• Establish and monitor staff performance and development goals, assign accountabilities, set objectives, establish priorities, conduct annual performance reviews
• Create a mentoring and development program for staff using a collaborative approach; set accountabilities; set objectives; establish priorities; and monitor and evaluate results

Essential Functions

• Actively participate in quality improvement within the finance department and the organization
• Directly interface with all departments to ensure collaboration and proper knowledge transfers
• Implement proper and detailed department processes and procedures to adhere to performance standards

Education

Bachelor\'s Degree Math, Statistics, Economics, Actuarial Science, or a related field required

Experience

5 years progressively responsible, related experience to include at least one (1) year of supervisory capacity required

Experience with database applications (e.g. Access, SAS/SQL.VBA) preferred

Experience with dashboard/reporting applications (e.g. Tableau, Power BI) preferred

Skills

• Ability to prioritize and complete multiple projects and tasks
• Computer proficient, intermediate to advanced excel skills and proficiency with spreadsheets
• Ability to creatively solve problems
• Ability to organize information and draw logical conclusions
• Good communication and interpersonal skills, and organizational talents
• Must have a high degree of self-motivation and the ability to contribute to an analytical team
• Strong background in healthcare economics, actuarial science, or healthcare finance
• Expertise in SQL, SAS, R, Python, or other data tools for claims analysis
• Deep understanding of value-based care models (capitation, bundled payments, shared savings/risk)
• Ability to translate complex data into actionable insights for non-technical stakeholders

Why Southwestern Health Resources

As a Southwestern Health Resources you\'ll enjoy: comprehensive benefits, including a 401(k) with match; paid time off; competitive health insurance choices; healthcare and dependent care spending account options; wellness programs to keep you and your family healthy; tuition reimbursement; a student loan repayment program; and more.

Explore Southwestern Health Resources Careers for more information and to search all career opportunities.

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