Description
Who We Are - Motivated by Purpose. Powered by Clinical Expertise.
Founded in 1983, we’re a clinically-driven, tech-enabled utilization management company offering expert clinical reviews, regulatory guidance, and actionable insights to healthcare organizations.
Excellence starts with our people.
WE OFFER
- A competitive compensation package.
- Benefits include healthcare, vision and dental insurance, a generous 401k match, paid vacation, personal time, and holidays.
- Growth and training opportunities.
- An award-winning remote work environment
POSITION OVERVIEW
The Manager of Expense Forecasting and Business Support is responsible for leading expense planning, forecasting, analysis, and business partnership activities across the organization. This role serves as a key finance partner to business leaders, providing actionable insights, expense performance reporting, variance analysis, and decision support to help manage costs, improve forecast accuracy, and support strategic and operational priorities.
Roles:
- Lead a team of two analysts focusing on providing support to the business and developing talent
- Lead the development, maintenance, and continuous improvement of expense forecasts, annual budgets, and long-range plans.
- Partner with department leaders to understand expense drivers, staffing needs, vendor costs, operational trends, risks, and opportunities.
- Prepare monthly and quarterly expense reporting, including budget-to-actual variance analysis, forecast updates, and executive-ready commentary.
- Identify trends, cost pressures, savings opportunities, and performance gaps; recommend practical actions to improve financial results.
- Support business leaders with financial modeling, scenario analysis, investment cases, workforce planning, and ad hoc decision support.
- Drive improvements in forecasting accuracy, reporting efficiency, data quality, and planning processes.
- Coordinate with Accounting, FP&A, Operations, HR, IT, and other functional teams to ensure expense forecasts align with business activity and financial reporting.
- Develop and maintain dashboards, management reporting packages, and recurring analyses that provide clear visibility into expense performance.
- Support month-end close processes by reviewing expense results, accruals, reclasses, and key variances in partnership with Accounting.
- Provide leadership, coaching, and guidance to analysts or cross-functional partners involved in forecasting and business support activities.
Core Competencies:
- Communication: Presents financial information clearly to both finance and non-finance audiences.
- Business Partnership: Builds trusted relationships with leaders and provides practical financial guidance.
- Analytical Rigor: Uses data, financial models, and operational context to identify trends and explain results.
- Process Improvement: Looks for ways to streamline forecasting, reporting, and recurring finance processes.
- Ownership: Takes accountability for accurate, timely, and high-quality deliverables.
- Leadership: Influences cross-functional partners and supports a culture of collaboration and continuous improvement.
Success Measures
- Improved accuracy and reliability of expense forecasts and budgets.
- Timely delivery of clear, actionable expense reporting and variance commentary.
- Stronger financial visibility for business leaders and improved decision support.
- Identification of meaningful cost savings, efficiency opportunities, and risk mitigation actions.
- More efficient and scalable forecasting and reporting processes.
Requirements
Required Qualifications:
- 5+ years of progressive experience in financial planning and analysis, expense management, corporate finance, business support, or a related finance role.
- Strong understanding of budgeting, forecasting, variance analysis, financial modeling, and management reporting.
- Advanced proficiency with Microsoft Excel and experience using financial planning, ERP, business intelligence, or reporting tools.
- Ability to translate complex financial information into clear insights, recommendations, and executive-level communication.
- Strong analytical, problem-solving, organizational, and project management skills.
- Demonstrated ability to work collaboratively with business leaders and cross-functional teams in a fast-paced environment.
Preferred Qualifications
- BBA with a focus on Financial concepts, accounting, or analytics. MBA not required but helpful.
- Experience supporting expense forecasting in a healthcare, technology, professional services, insurance, or business services environment. Private Equity exposure is also helpful.
- Experience with workforce planning, vendor spend analysis, cost center reporting, or shared services financial support.
- Experience building scalable reporting processes, dashboards, and planning templates.
- Experience with Sage or Cube Planning tools are helpful
- Development of Staff and experience working with offshore teams
Education:
- Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field.
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Work Environment:
Ability to sit at a desk, utilize a computer, telephone, and other basic office equipment is required. This role is designed to be a remote position (work-from-home).
Diversity Statement:
Diversity creates a healthier atmosphere: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
Drug-Free Workplace:
This company is a drug-free workplace. All candidates are required to pass a Background Screen before beginning employment. All newly hired employees will take a Drug Screen, as well as agreeing to all necessary Compliance Regulations on their first day of employment. Employees are required to adhere to all applicable HIPAA regulations and company policies and procedures regarding the confidentiality, privacy, and security of sensitive health information.
California Consumer Privacy Act (CCPA) Information (California Residents Only):
- Sensitive Personal Info: MRIoA may collect sensitive personal info such as real name, nickname or alias, postal address, telephone number, email address, Social Security number, signature, online identifier, Internet Protocol address, driver’s license number, or state identification card number, and passport number.
- Data Access and Correction: Applicants can access their data and request corrections. For questions and/or requests to edit, delete, or correct data, please email the Medical Review Institute at HR@mrioa.com.
