Financial Planning & Analysis Manager

Posted Yesterday
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75062, Irving, TX, USA
In-Office
77K-135K Annually
Senior level
Analytics • Consulting
The Role
Serves as a finance partner to business groups, managing budgeting, forecasting, reporting, financial modeling, P&L analysis, and operating-plan support. Identifies trends, risks, opportunities, and performance drivers; investigates variances with accounting; prepares financial reports; and communicates actionable insights to leaders. The role also improves financial processes and supports ad hoc initiatives.
Summary Generated by Built In

When you’re the best, we’re the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future.

Summary:


In this role, you will serve as a finance partner to assigned client groups, managing financial planning, forecasting, reporting, and analysis for your supported business areas. You will collaborate with business leaders and accounting to conduct complex financial analyses, evaluate financial performance, identify risks and opportunities, and translate financial data into actionable insights that support informed business decisions and organizational performance.


Responsibilities:


  • Serve as the finance partner to assigned client groups, providing financial analysis, guidance, and decision support.
  • Manage budgeting, forecasting, and financial planning activities for assigned client groups.
  • Analyze financial performance to identify trends, risks, opportunities, and key performance drivers.
  • Prepare and present monthly financial reporting, including key metrics, forecasts, and performance insights.
  • Review Profit & Loss (P&L) results and perform root-cause analysis to identify and explain financial variances and anomalies.
  • Partner with accounting to investigate financial discrepancies and ensure accurate expense reporting.
  • Develop and maintain financial models to evaluate business performance and support operational and financial decisions.
  • Provide financial guidance and analytical support throughout the Operating Plan process.
  • Communicate financial insights and recommendations to business leaders and other stakeholders.
  • Identify and implement opportunities to improve financial processes, reporting, and analysis.
  • Manage or contribute to ad hoc financial projects and initiatives based on business needs.

Qualifications:


  • Relevant degree in Finance, Accounting, Business, Economics, or a related field preferred; advanced degree preferred.
  • 5 or more years of experience in financial analysis required.
  • Strong knowledge of financial planning, forecasting, budgeting, and P&L analysis required.
  • Demonstrated financial modeling and analytical skills, including the ability to interpret complex financial data.
  • Advanced proficiency in Microsoft Excel and proficiency in PowerPoint.
  • Experience translating financial analysis into clear insights and recommendations for business stakeholders.
  • Ability to identify financial trends, variances, risks, and opportunities through detailed analysis.
  • Strong problem-solving skills and attention to detail.
  • Strong written and verbal communication skills, with the ability to clearly present financial information to various stakeholders.
  • Ability to independently manage multiple priorities and deliver accurate work in a dynamic environment.
  • Experience with Workday and Adaptive Planning is a plus.

Estimated Hiring Range:

At Vizient, we consider skills, experience, and organizational needs in our compensation approach. Geographic factors may adjust the range estimate and hires typically fall below the top range. Compensation decisions are tailored to individual circumstances. The current salary range for this role is $77,400.00 to $135,400.00.

This position is also incentive eligible.

Vizient has a comprehensive benefits plan! Please view our benefits here:

http://www.vizientinc.com/about-us/careers

Equal Opportunity Employer:   Females/Minorities/Veterans/Individuals with Disabilities

The Company is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law.

Skills Required

  • Relevant degree in Finance, Accounting, Business, Economics, or a related field
  • Advanced degree
  • At least 5 years of experience in financial analysis
  • Strong knowledge of financial planning, forecasting, budgeting, and P&L analysis
  • Financial modeling and analytical skills, including interpreting complex financial data
  • Advanced proficiency in Microsoft Excel
  • Proficiency in Microsoft PowerPoint
  • Ability to translate financial analysis into clear insights and recommendations for stakeholders
  • Ability to identify financial trends, variances, risks, and opportunities through detailed analysis
  • Strong problem-solving skills and attention to detail
  • Strong written and verbal communication skills and ability to present financial information
  • Ability to independently manage multiple priorities and deliver accurate work in a dynamic environment
  • Experience with Workday and Adaptive Planning

Vizient Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vizient and has not been reviewed or approved by Vizient.

  • Leave & Time Off Breadth — Time off allowances are generous, with ample PTO and holidays available from day one. Separate paid volunteer days add additional protected time away.
  • Flexible Benefits — Flexibility to work from anywhere for part of the year and hybrid options support work-life balance. Policies enabling remote periods complement the broader PTO structure.
  • Retirement Support — Retirement benefits include a competitive 401(k) company match alongside HSA contributions on eligible plans. These elements strengthen long-term financial security within the total rewards package.

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The Company
HQ: Irving, TX
5,661 Employees
Year Founded: 1977

What We Do

Vizient, Inc., the nation’s largest health care performance improvement company, serves more than 50% of the nation’s acute care providers, which includes 97% of the nation’s academic medical centers, and more than 20% of ambulatory care providers. Vizient provides expertise, analytics and advisory services, as well as a contract portfolio that represents more than $130 billion in annual purchasing volume. Vizient is based in Dallas and has offices in 20 metropolitan areas across the United States. We have 4,000 employees with a breadth of expertise, experience and compassion, who are eager to develop and implement solutions that advance health care for the greater good.

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