Director, Financial Planning and Analysis

Description

At Sight360, we believe sight is our most important sense. It is a priceless gift that goes far beyond how you see the world. Sight is how we move through life, enjoy its wonders and form the memories that define us. That is why we are dedicated to care for our patient’s sight every day.

We’ve assembled the most capable and credentialed multidisciplinary teams across every specialty of vision health – ophthalmology, optometry and optical retail services – to deliver a complete, 360-degree approach to vision care. One seamless patient experience. While we do share a single medical record that allows us to collaborate and coordinate care across all locations and providers, more importantly, we share a common belief and set of principles that guide us as we care for our patients.

Requirements

Summary Objective:. The Director, Financial Planning and Analysis role is a critical finance role, reporting directly to the CFO or designee. The successful candidate will partner closely with leadership across all disciplines, including sales, operations, and controllership to support the budgeting, forecasting, management reporting, and financial analysis processes.

Essential Functions and Responsibilities: 

• Develop daily, weekly, and monthly KPI reporting out of various systems with disparate information.
• Conduct monthly, quarterly, and annual variance analyses, comparing actual results against budgets and forecasts.
• Support budgeting and forecasting process for full financials, including P&L, capex, and balance sheet through historical and operational metrics.
• Develop trends or other ad hoc analyses to test forecast assumptions and understand risks and opportunities to the forecast.
• Develop and manage complex project finance models.
• Partner with cross-functional leadership to support cost improvement and visibility initiatives.
• Present and develop content for communication to the executive team and board
• Develop, review, and refine key performance indicators and performance dashboards / reporting to support critical business decisions.
• Perform other duties as assigned.
• Provide strategic thought leadership and analytical rigor to important business decisions.

Supervisory Responsibility:

• Position reports to CFO or designee
• This position will have no direct reports

Working Conditions and Environmental/Physical Demands: 

• Sedentary work that primarily involves sitting/standing.
• Moving about to accomplish tasks or moving from one worksite to another.
• Light work that includes moving objects up to 20 pounds.
• Communicating with others to exchange information.
• Repeating motions that may include the wrists, hands and/or fingers.
• Operating motor vehicle.
• No adverse environmental conditions expected.

Position/Type/ Expected Hours of Work: 

• This is a full-time position and core hours of work and days are Monday through Friday 8:00 a.m. to 5:00 p.m.
• Position is typically onsite but will allow for consideration of working a hybrid schedule after 6 months of employment and proven performance
• Potential for evening and weekend hours as required.

Travel: 

Travel may be required to support attendance at various meetings to support stakeholders and for training purposes.

Qualifications: 

• Bachelor’s degree in accounting, Economics, or Finance required.
• 3 – 5 years of progressively increasing responsibilities in FP&A/Accounting/Finance
• CPA, MBA or Program Equivalent preferred.
• Healthcare industry experience preferred
• Operational experience with QuickBooks and SAGE/Intacct preferred.
• Familiarity with U.S. GAAP
• Demonstrated advance financial business modeling skills and other key aspects of an evaluation process.
• Demonstrated advanced Microsoft Excel (including ability to mine large sets of data) and PowerPoint skills.
• Demonstrated analytical skills to interpret financial data and make recommendations to fully capitalize on available opportunities
• Knowledge of Medicaid and other third-party payor reimbursement guidelines and requirements preferred

Skills and Abilities: 

• Ability to think creatively, highly driven, and self-motivated.
• Strong attention to detail with the capability to multi-task in a fast-paced environment.
• Interpersonal skills necessary to communicate vision and leadership to employees and physician partners
• Highly organized with developed time management skills
• Excellent verbal and written communication skills