Manager- Financial Planning & Analysis

Legacy Community Health is a premium, Federally Qualified Health Center (FQHC) that provides comprehensive care to community members regardless of their ability to pay. Our goal is to treat the entire patient while improving their overall wellness and quality of life, in addition to providing free pregnancy tests, HIV/AIDS screening. At Legacy, we empower patients to lead better lives by promoting healthy behaviors and offering resources such as literacy classes, family planning services, and nutrition and weight management information.

Our roots began in 1981 as the Montrose Clinic, with specialization in HIV education, testing, and treatment. Since then, the agency has expanded to >50 clinics in Houston, one in Baytown, 3 in Beaumont, and one in Deer Park with extensive services that include: Adult primary care, HIV/AIDS care, pediatrics, OB/GYN and maternity, dental, vision and behavioral health. We also service students within KIPP and YES Prep schools. Legacy is committed to driving healthy change in our communities.

Position Summary

Leads the financial planning and analysis team. Oversees the annual budgeting process and ongoing financial forecasting, prepares monthly financial packages and dashboards, and provides financial insights to senior leadership. Ensures timely and value-added analysis and reports are completed and reviewed with various leaders and departments, including Site Directors, Medical Directors, Pharmacy, and Admin Team Leaders. Ensures the integrity of budget/forecast data, the efficacy of the planning/forecasting processes, and the support and training needed for all budget tool users. Acts as a strategic thought leader, providing the organization with a data-driven and technologically savvy approach.

Essential Duties & Functions

• Lead and manage the Financial Planning & Analysis (FP&A) team, providing guidance, mentorship, and performance management for team.

• Oversee the annual budgeting process, quarterly forecasts, and long-term financial planning activities.

• Develop, maintain, and improve financial models to support various business scenarios and decision-making processes.

• Analyze financial results against budget, forecast, and prior periods. Identify trends, variances, and key performance indicators (KPIs).

• Provide financial insights and recommendations to support business decisions, growth initiatives, and organizational strategy.

• Develop and deliver comprehensive financial reports, presentations, and dashboards for management, board meetings and other meetings/stakeholders.

• Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function.

• Partner with business unit leaders, operations, and other stakeholders to gather necessary data and ensure alignment of financial goals.

• Conduct scenario analysis and stress testing to evaluate potential risks and opportunities.

• Lead and participate in special projects and ad-hoc financial analyses as required.

• Perform other duties as assigned

Required Education, Certifications, Licenses, & Training

• Bachelors degree in finance, accounting, or another business-related field or masters in business administration is required.

Required Years of Experience

• Five (5) years of experience in financial planning and analysis or similar role is required.

• One (1) year in a supervisory/managerial role is required.

Desirable Education and/or Experience

• Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) is preferred.

• Business Intelligence/Data Analytics certifications preferred.

• Previous experience in Healthcare, Nonprofit, and/or Cost Accounting is preferred.

Required Knowledge, Skills, and/or Abilities

• Strong financial modeling, analytical, and strategic thinking skills.

• Advanced skills in Excel and data analytic/dashboard tools (i.e., Business Intelligence).

• Proficiency in Microsoft Office and financial software/planning tools.

• Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.

• Proven collaboration and team management skills.

• Strong organizational skills and attention to details.

• Ability to thrive in a fast-paced and dynamic environment.

• Proven talent for leading through ambiguity and change.

Desirable Knowledge, Skills, and/or Abilities

• Working knowledge of coding languages is preferred.

• Working knowledge of Abila and/or Insights is preferred.

• Working knowledge of EPIC is preferred.

Benefits

• Medical / Vision / Dental (Costs of benefits are based on your yearly salary)

• Medical visit copays are waived when seeing a Legacy provider.

• 9 Holiday + 1 Floating Holiday

• 403b Retirement Plan

• Bright Horizons Back-up Care

• As a user of Bright Horizons Back-Up Care, you can conveniently schedule care right from your mobile device with the Back-Up Care app your easy, time-saving solution to managing family care challenges while on the go.

• Paid Time Off (PTO)

• PTO Exchange benefit

PTO Exchange will provide you with the option to convert a portion of your accrued but unused PTO hours for use toward several different benefits and causes, based on your own priorities.

With PTO Exchange, you can convert a portion of your unused PTO into:

• 403(b) Retirement contributions

• Student loan payments / Tuition for the employee

• Leave Sharing donations to fellow employees