Description
STRATEGIC PLANNING CONSULTANT/FINANCIAL CONSULTANT
TEMPORARY POSITION (Possibility for Permanent Hire)
PURPOSE OF POSITION:
The individual will be responsible for a variety of ad-hoc research and analysis as well as synthesizing and framing information to support the strategic planning process. The Consultant will lead in providing timely and actionable information, analysis and insights to senior leadership to enable critical decision-making and meeting performance objectives. The Consultant will be part of the budgeting and performance tracking & analysis team which is responsible for budgeting, monthly forecasting and monthly performance diagnosis/analytics. He or she will analyze actual and forecasted regional, national and business unit financial performance and key performance indicators, summarize analysis results and frame discussions for presentation to leadership. The position requires strong interpersonal and communication skills for partnering with regional and functional stakeholders, high energy and flexibility to handle a fast-paced, evolving environment, and strong PowerPoint presentation skills for framing messages for varying senior leadership audiences.
MAJOR RESPONSIBILITIES:
Provide analytical expertise and coordinate ad-hoc research and analytical projects
Plan and conduct in-depth and often multi-variant analyses on a variety of complex business projects/issues. Develop appropriate assumptions, analyze results and make recommendations, as well as articulate the rationale for the methodology chosen
Evaluate and interpret financial and other information and relate it to broader business implications
Based on the strategic and business implications that emerge from analysis, lead the development and preparation of presentations on analysis and findings
Prepare responses to urgent ad hoc and routine requests to meet the information requirements of strategic plan team and senior management
Gathers, analyzes, prepares and summarizes recommendations for financial plans, trended future requirements and operating forecasts.
Participates in the planning and development of programwide and BU budgets.
Assists in developing performance monitoring process and coordinating compilation, interpretation and presentation of monitoring information.
Prepares consolidated view of BU budgets using financial models and tools and provide an overview to interpret results and provide recommendations to BU leaders.
Prepares PowerPoint presentations on an ongoing basis for varying senior leadership audiences.
Performs technical analysis to determine present and future financial performance.
Interface with regional FP&A teams and functional stakeholders in analysis efforts.
Provides project and analytical decision support services or technical expertise for a broad array of financial and operational issues.
Responsible for more complex multi-faceted projects and analyses across regions and functional areas.
Supports the team in the budget process completion, high level reviews and conducting program wide analyses
Conducts or participates in complex projects where analysis requires an in-depth evaluation of factors.
Work is accomplished without considerable direction.
MINIMUM REQUIREMENTS:
Typically five (5) to eight (8) plus years of financial analysis or related experience.
Bachelor's degree in finance related field or equivalent experience. Masters degree highly preferred
Extensive knowledge of several or all of the following: general finance theories and methodologies, discounted cash flow analysis, cost/benefit analysis, feasibility studies, large scale business planning, financial modelling and project management.
5+ years of work experience analysing, modelling and forecasting financial and operational data, including a thorough understanding of financial statement construction and analysis to include 5+ years of experience in consulting, project management required
Regularly contributes to the development of new financial analysis concepts, techniques, and standards.
Frequently contributes to the development of new financial analysis theories and methods.
Expert proficiency in PC based word processing and spreadsheet applications, including advanced functions such as graphics, pivot tables, macros and database management.
Thorough knowledge of financial analysis policies, practices and systems.
Prior health care experience is preferred;
Candidate must have the ability to relate financial information to the broader business. Strong financial and statistical analysis highly preferred.
Demonstrable experience in preparing presentations to financial and business leaders including Senior Management; Prior experience in directly working with and supporting senior executives is a plus
Excellent communication skills highly desirable
Able to quickly adapt to changing priorities and to effectively work in a fast past environment
Strong team player, experience working collaboratively as part of a team
REQUIRED COMPETENCIES:
Knowledge of and commitment to the Client's mission and model of care delivery
The incumbent will be expected to exercise appropriate discretion with all of the confidential information that becomes available throughout his/her interaction with senior leadership
Strong listening skills coupled with excellent presentation and business writing skills.
Track record of successfully working in Matrix reporting relationships, ability to interact effectively with all levels including senior management and highly articulate
Able to work in a Labor/Management partnership environment
Must have demonstrable expertise in modelling, analysing and manipulating data
Excellent oral and written communication skills
Ability to cultivate and maintain effective partnerships/working relationships, as well as influence
Consistently demonstrate integrity, prudence, high energy, initiative, and self-confidence.
Dedication to diversity
OTHER:
Work Environment: Finance Operations (FO) Shared Service environment (FO consists of Procurement and Supply, Revenue Cycle, OneLink and FSO- Financial Services Organization specifically, AP, payroll and TEO)
Top Skills:
Expert proficiency in PC based word processing and spreadsheet applications, including advanced functions such as graphics, pivot tables, macros and database management
5+ years of work experience analysing, modelling and forecasting financial and operational data, including a thorough understanding of financial statement construction and analysis to include 5+ years of experience in consulting, project management required
Demonstrable experience in preparing presentations to financial and business leaders including Senior Management; Prior experience in directly working with and supporting senior executives is a plus
Top 3 personality traits:
flexible
self-initiative; minimal supervision