Director - Financial Planning & Analysis

What are important things that YOU need to know about this role?

• Open to permanently remote candidates that are local to the Milwaukee area

• Strong experience with Oracle or another similar ERP is required (Workday, SAP)

• Candidates should be able to attend onsite meetings at our Menomonee Falls office on Wednesdays, but can otherwise plan to be remote

What will YOU be doing for us?  Responsible for overseeing all aspects of financial planning, analysis, forecasting and budgeting for SKYGEN USA and its business units to support informed decision making and strategic initiatives.  Accountable for leading the development of the annual budget and long – term financial plans ensuring alignment with the company’s strategic initiatives.

What will YOU be working on every day?

• Lead the development and enhancement of the annual budget and long-term financial plans in alignment with company objectives.

• Perform financial analysis to monitor and identify trends in each business unit’s financial reports, statements, etc.

• Provide analysis of operational activities, measuring trends, performance and efficiencies.

• Coordinate month end meetings, as needed/appropriate, to determine any variances from the budget and ensure alignment with organizational goals and objectives.

• Collaborate with Chief Financial Officer on different strategic initiatives to better align the departments for meeting organizational goals and objectives.

• Work effectively and collaboratively with peers and other internal resources in diagnosing and resolving issues.

• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes

• Prepare detailed financial forecasts and conduct variance analysis to identify trends, risks, and opportunities.

• Oversee the preparation of monthly, quarterly, and annual financial reports for executive leadership team

• Establish and monitor key performance indicators (KPIs) to assess financial performance and operational efficiency.

• Identify and implement best practices for financial planning processes and tools to enhance efficiency and accuracy.

• Foster an environment of continuous improvement though process and systematic efficiencies.

• Possess an advanced understanding of all client requirements and convey expectations, changes and requirements to staff so that processes can be developed, revised, and implemented to meet all obligations. 

• Develop and implement appropriate training methods to ensure staff is provided with the appropriate training/tools to effectively complete timesheets on a weekly basis and enter expense reports properly, in accordance with the project costing methodology established by the company

• Develop, and motivate staff.  Initiate and communicate a variety of personnel actions including employment, termination, performance reviews, salary reviews, disciplinary actions, and development plans.  Provide regular and behaviorally specific feedback to increase performance levels.

• Foster an environment that focuses on ensuring respect, ownership, innovation and integrity.

• Work in conjunction with Human Resources to evaluate, interview and hire viable candidates for the team.

What qualifications do YOU need to have to be GOOD candidate?

• Required Level of Education, Licenses, and/or Certificates

  • Bachelor’s degree in Accounting, Finance, or a related field

  • CPA License

• Required Level of Experience

  • 10+ years of experience in financial analysis based roles.

  • 5+ years experience in leading a team of financial analysts.

• Required Knowledge, Skills, and Abilities

  • Knowledge of Generally Accepted Accounting Principles

  • Knowledge of Oracle Finance Cloud, including the Enterprise Planning Module (EPM) and Project Costing Module

  • Intermediate knowledge of Microsoft Excel (pivot tables, formulas, etc.)

  • Basic to intermediate knowledge of Microsoft Word

  • Ability to effectively prioritize multiple responsibilities

  • Ability to remain organized with multiple interruptions

  • High attention to detail

  • Ability to successfully lead and motivate teams

  • Ability to communicate successfully with a variety of individuals

What qualifications do YOU need to have to be a GREAT candidate?

• Preferred Level of Experience

  • Experience in managed care or the healthcare field

• Preferred Knowledge, Skills, and Abilities

  • Knowledge of  Enterprise System

The salary range and midpoint is listed below for your reference. Please keep in mind that your education and experience along with your knowledge, skills and abilities are taken into consideration when determining placement within the range.

Compensation Range:

Compensation Midpoint: