Soleo Health Looking for Senior Director of Financial Planning & Analysis at Frisco, TX Full Time

Job Type

Full-time

Description

Soleo Health is seeking a Senior Director of Financial Planning and Analysis to work Remotely (USA). Join us in Simplifying Complex Care!

Soleo Health Perks:

• Competitive Wages
• 401(k) with a Match
• Referral Bonus
• Paid Time Off!
• Great Company Culture!
• No Weekends or Holidays
• Affordable Medical, Dental, & Vision Insurance Plans
• Company Paid Disability & Basic Life Insurance
• HSA & FSA (including dependent care) Options
• Education Assistant Program

The Position:

The Senior Director of Financial Planning and Analysis reports to the Sr. VP of Financial Planning and Analysis and is responsible for planning, monitoring, evaluation, and reporting of the Company’s financial performance. This involves developing and managing financial analysis procedures, as well as identifying and prioritizing recommended actions. In addition, the role conducts financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations. The Sr. Director, FP&A will prepare and maintain metric-driven financial models used to forecast and evaluate Company profitability and perform additional analysis to assess risks and opportunities as needed.

Responsibilities include:

• Interact proactively and collaboratively with the executive leadership team on a regular basis
• Partner with SVP, FP&A and Director FP&A on development of monthly and quarterly business reviews as well as annual budget process
• Coordinate, prepare and analyze monthly, quarterly and annual rolling forecasts and prepare reporting on actuals vs. budgeted results, including additional ad-hoc analysis on results
• Establish budget and operating benchmarks, to assist in preparation of monthly / annual forecasts
• Lead financial and data analysis for the organization with a focus on revenue and gross margin, including at the market, payor, therapy and patient levels.
• Work cross-functionally to implement tools and systems to ensure margins are optimized across the company’s entire network of pharmacies and infusion centers
• Continuously develop tools/systems and automate processes
• Build clear, accurate and reliable predictive forecast modeling for multiple functional areas
• Build strong financial models for the business, utilizing understanding of financial reporting and cash flow forecasting
• Report on financial results, explain budget variances and impact of trends (vs. one-time events) on projected year end results for the company
• Identify key data sources and utilize data-driven insights about important operational metrics to improve business decisions
• Maintain awareness of proper internal controls
• Perform quantitative analysis required for strategic planning, special projects, and reports for management and communicate results to management team
• Protect the organization’s value by keeping information confidential

Requirements

• Master’s degree in Business, Finance or Accounting required with a minimum of 15 years of professional experience required
• Prior experience managing the FP&A and valuation functions for large enterprises
• Proven experience leading a team of finance professionals (i.e., performance management, organizational/team design to meet a growing organization’s needs, talent development and succession planning)
• Advanced analytical, quantitative, and statistical skills
• Experience with Power BI preferred
• Proficient knowledge of US GAAP, FASB ASC and Valuation modeling
• Strong financial modeling skills, along with understanding of financial reporting and cash flow dynamics
• Must be detail-oriented and able to balance multiple responsibilities and tasks while meeting deadlines
• Solid computer skills with proficiency in MS Excel and working with a large ERP/Financial System
• Ability to act and operate independently with minimal daily direction to accomplish objectives
• Ability to work cooperatively and collaboratively with all levels of employees, management, and outside parties to maximize performance, creativity, problem solving, and results

About Us: Soleo Health is an innovative national provider of complex specialty pharmacy and infusion services, administered in the home or at alternate sites of care. Our goal is to attract and retain the best and brightest as our employees are our greatest asset. Experience the Soleo Health Difference!

Soleo’s Core Values:

• Improve patients’ lives every day
• Be passionate in everything you do
• Encourage unlimited ideas and creative thinking
• Make decisions as if you own the company
• Do the right thing
• Have fun!

Soleo Health is committed to diversity, equity, and inclusion. We recognize that establishing and maintaining a diverse, equitable, and inclusive workplace is the foundation of business success and innovation. We are dedicated to hiring diverse talent and to ensuring that everyone is treated with respect and provided an equal opportunity to thrive. Our commitment to these values is evidenced by our diverse executive team, policies, and workplace culture.

Soleo Health is an Equal Opportunity Employer, celebrating diversity and committed to creating an inclusive environment for all employees. Soleo Health does not discriminate in employment on the basis of race, color, religion, sex, pregnancy, gender identity, national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an organization, parental status, military service or other non-merit factor.