FP&A Manager

Job purpose
The Financial Planning & Analysis (FP&A) Director is responsible for efficient and effective financial
oversight, including budgeting, analysis and forecasting, reconciliation and reporting. The role is
essential in ensuring compliance and providing timely and useful financial data and guidance to sr.
leadership to support decision making.

Duties and responsibilities
Reporting to the VP of Finance the Director (FP&A) will support the VP with regular monthly financial
planning, analysis and reporting to various constituents (internal and external) for federally qualified
health center with a $40M budget. Typical duties include, but are not limited to:

• Create and maintain monthly budget-to-actual analyses and forecasts. Develop tracking and
forecasting reports to regularly present to department budget owners to ensure adherence to
budget.

• Adhere to financial policies and month close timelines. Monitor and reconcile financial activity
using multiple systems (e.g Abila MIP, EHB, PMS).

• Provide preparation support as needed for monthly Finance Committee and Board of Directors
meetings.

• Create models to provide timely ad hoc analysis, including proforma modeling.

• Create and maintain department-wide calendar for Finance, to include key annual deliverable
dates. Track and assist in preparing quarterly financial and compliance reporting requirements
of New Market Tax Credit (NMTC) transaction to external CDEs and banks.

• Understand FHCHC's grant universe (Federal, State and private), including grant cycles, funder
agreements, restrictions and compliance with spend and reporting requirements.

• Partner with various grant leads and respective sr. leadership (e.g. VP Finance, VP Data &
Quality, CEO, etc.) to create grant budgets throughout the year per organization strategy and
needs.

• Work with the Grants Manager on progress and financial analysis and report reconciliation,
including grant billing, drawdown and expense reports.

• Maintain close oversight of grants, including allocations and time/effort reporting. Forecast and
assess progress, proactively report on financial implications and suggest recommendations for
action, including re-budgeting.

• Perform other financial-related tasks as requested.

Qualifications
Bachelor's degree in Finance or related field and a minimum of five years' experience in financial
reporting and analysis, budgeting and forecasting required. (Master's degree in Finance or related is
preferred). At least two years of experience with grants (preferably Federal and State) - budgeting,
revenue and expense tracking, compliance and reconciliation and competency with Office 365, with
advanced knowledge in Excel, including modeling, pivot tables and vlookups also required.

The ideal candidate will have:
Five years in a supervisory role; the ability to work independently with minimal supervision, prioritize
tasks in a deadline driven environment, think out of the box and suggest recommendations for
improvement; strong problem-solving and analytical skills with attention to detail; excellent
interpersonal and communication skills with demonstrated proof of presenting to sr. leaders; non-profit
and healthcare experience; and knowledge of UKG Kronos and Abila MIP financial software.

Direction of Others
Grants Manager and Financial Reporting Sr. Manager.