Mgr, Financial Plan & Analysis

TriWest Healthcare Alliance; Phoenix (AZ); On-site; USD 119,000 - 132,000; Full time

Benefits offered by this job

Medical, Dental and Vision Coverage

Paid time off

401(k) Retirement Savings Plan (with-m

Short-term and long-term disability,保

Job summary

TriWest Healthcare Alliance seeks a seasoned finance professional to oversee annual budgeting, forecasting, and variance analysis. You will drive close processes and develop senior-management reports, partnering with Accounting to ensure accuracy and accountability across departments.

Ideal candidates bring 5+ years in financial analytics, advanced Excel, and leadership experience. This role supports a DoD-related program and requires US citizenship per DoD requirements.

Qualifications

• Bachelor's degree in finance, accounting or related field is required.
• 5–10 years progressive finance or accounting experience.
• 3–5 years leading or supervising a team.
• 5+ years of experience in financial analytics and modeling.
• Advanced Excel skills and proficiency with financial reporting tools.

Responsibilities

• Forecast annual budget and ongoing forecast processes with model support.
• Lead monthly close variance analysis and department views.
• Develop analyses for senior management to aid decision making.
• Collaborate with Accounting on monthly close and balance reviews.
• Support departments to maintain budgets meeting goals.
• Create financial analyses using Excel, nVision, and PeopleSoft Query.
• Lead efforts to analyze data and develop analytical tools.
• Produce timely, accurate, and actionable reporting.
• Mentor and develop staff; track goals and performance.

Skills

Advanced Excel skills

Financial analytics

Budgeting & forecasting

Leadership

Communication

Data analysis

Education

Bachelor's Degree in Finance, Accounting or related field

Five to ten years progressive finance or accounting experience

Three to five years experience leading or supervising a team

Five or more years of experience in financial analytics and modeling

Tools

PeopleSoft ERP

Excel

Job description

Profile

Our Department of Defense contract requires US citizenship and a favorably adjudicated DOD background investigation for this position.

Veterans, Reservists, Guardsmen and military family members are encouraged to apply!

Job Summary

This position is responsible for overseeing the development and management of the annual and ongoing financial planning processes and/or the development and management of interim variance analysis reporting. This position is responsible for the initiation and participation in various aspects of financial analysis within the Company. Close and Budget/Forecasting responsibilities may be split between multiple roles.

Education & Experience

Required:

• Bachelor's (BA/BS) Degree in Finance, Accounting or related field
• Five (5) to ten (10) years progressive finance or accounting experience
• Three (3) to five (5) years experience leading or supervising a team
• Five (5) or more years of experience in financial analytics and modeling
• Advanced Excel skills
• If supporting the TRICARE contract, must have U.S. Citizenship
• If supporting the TRICARE contract, must be able to receive a favorable interim and adjudicated final Department of Defense (DoD) background investigation

Preferred

• Masters Degree in Business Administration (MBA)
• Certified Public Accountant (CPA) or Certified Management Accountant (CMA)
• Demonstrated proficiency with budgeting, forecasting, management reporting, and variance analysis

Key Responsibilities

• Forecast responsibilities may include leading and driving the annual budget and ongoing forecast processes, supporting the building, maintenance, and evolution of forecasting models and reporting, and budget analyses.
• Close responsibilities may include leading and driving the monthly close variance analysis reporting, including consolidated reporting as well as department level views, and facilitating and supervising the preparation of periodic cost reports.
• Develop various analyses for senior management for use in decision making.
• Work with Accounting on monthly close, review account balances for appropriateness and potential accrual or miscoding issues.
• Support departments to assist them in maintaining their budgets while achieving their designated goals.
• Use all tools available when creating financial analysis, including Excel, nVision, and PeopleSoft Query.
• Lead efforts to analyze data and develop analytical tools.
• Produce reporting that is timely, complete, thoughtful, understandable and accurate.
• Drive process improvements.
• Mentor, manage and develop staff.
• Develop, align, and track individual goals, performance assessment and compensation recommendations.
• Ensure all processes and documentation supports departmental policies.
• Perform other duties as assigned.
• Regular and reliable attendance is required.

Competencies

• Coaching / Training / Mentoring: Actively foster actions required for desired business outcomes through ongoing constructive feedback.
• Commitment to Task: Ability to conform to established policies and procedures; exhibit high motivation.
• Communication / People Skills: Ability to influence or persuade others under positive or negative circumstances; adapt to different styles; listen critically; collaborate.
• Creativity / Innovation: Ability to develop unique and novel solutions to problems; view change as necessary.
• Independent Thinking / Self-Initiative: Critical thinkers with ability to focus on things which matter most to achieving outcomes; commitment to task to produce outcomes without direction and to find necessary resources.
• Information Management: Ability to manage large amounts of complex information easily, communicate clearly, and draw sound conclusions.
• Leadership: Ability to coach, mentor, and build high-performing teams.
• Organizational Skills: Ability to organize people or tasks, adjust to priorities, learn systems, within time constraints and with available resources; highly detail-oriented.
• Problem Solving / Analysis: Ability to solve problems through systematic analysis of processes with sound judgment; has a realistic understanding of relevant issues.
• Technical Skills: Familiarity with G.A.A.P. Knowledge of PeopleSoft ERP or similar software. Proficiency with Microsoft Suite. Advanced Excel knowledge to include the ability to create pivot tables, write lookup statements and “if” statements, and build, validate and troubleshoot Excel models. Strong statistical background to perform complex calculations. Experience with queries, dashboards, and other financial data reporting tools. Business partnership and presentation skills. The ability to translate complex data into actionable business insights.

Working Conditions

• Works within a standard office environment , with minimal travel
• Extensive computer work with prolonged periods of sitting

Company Overview

Taking Care of Our Nation’s Heroes.

It’s Who We Are. It’s What We Do.

Do you have a passion for serving those who served?

Join the TriWest Healthcare Alliance Team! We’re On a Mission to Serve!

Our job is to make sure that America’s heroes get connected to health care in the community.

At TriWest Healthcare Alliance, we’ve proudly been on that important mission since 1996.

DoD Statement

Our Department of Defense contract requires US citizenship and a favorably adjudicated DOD background investigation for this position.

Benefits

We’re more than just a health care company. We’re passionate about serving others! We believe in rewarding loyal, hard-working people who are willing to learn as they grow. TriWest Healthcare Alliance values teamwork. Join our team, fulfill your responsibilities, and you may also be considered for frequent pay raises, overtime opportunities to earn even more, recognition and reward programs, and much more. Of course, we also offer a comprehensive and progressive compensation and benefits package that includes:

• Medical, Dental and Vision Coverage
• Paid time off
• 401(k) Retirement Savings Plan (with matching)
• Short-term and long-term disability, basic life, and accidental death and dismemberment insurance
• Tuition reimbursement
• Paid volunteer time

TriWest job postings typically include a salary range, which can vary based on the specific role and location, but generally this position ranges from around $119,000 - $132,000 per year.

Equal Employment Opportunity

TriWest Healthcare Alliance is an equal employment opportunity employer. We are proud to have an inclusive work environment and know that a diverse team is a strength that will drive our success. To that end, TriWest strives to create an inclusive environment that supports diversity at every organizational level, and we highly encourage candidates from all backgrounds to apply. Applicants are considered for positions based on merit and without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or any other consideration made unlawful by applicable federal, state, or local laws.