Manager of Financial Planning & Analysis (FP & A)

Position Summary

1199SEIU United Healthcare Workers East is seeking a strategic and analytical Manager of Financial Planning & Analysis (FP&A) to establish and lead a comprehensive financial planning and analysis function. Reporting directly to the Chief Financial Officer, this newly created position will develop the analytical infrastructure necessary to provide leadership with timely, meaningful, and forward-looking financial information to support organizational decision-making.

The Manager of FP&A will develop and maintain budgeting, forecasting, financial reporting, performance analysis, and financial modeling for one of the nation's largest healthcare unions. The position will play a key role in strengthening financial management by providing visibility into financial performance across regions, programs, departments, divisions, and entities.

Key Responsibilities

Strategic Financial Planning & Analysis

• • In partnership with CFO, build the FP&A function from the ground up.
  • Coordinate union-wide budget development and consolidation.
  • Develop periodic forecasting processes, including multi-year financial projections.
  • Conduct scenario planning and analyses to support strategic initiatives and leadership decision-making.
  • Develop cash flow forecasting and forward-looking financial analyses.
  • In partnership with CFO, develop annual operating and capital budgeting processes across all departments and divisions.

Financial Reporting & Budget Management

• Develop Budget-vs-Actual reporting and variance analysis processes by Region, Program, Department, Division and Entity
  • Assist CFO in Identifying key financial trends, risks, opportunities, and performance drivers.
  • Establish and maintain meaningful financial and operational key performance indicators (KPIs)
  • Partner with CFO in developing and implementing tools and templates for Zero-based budgeting.

Revenue and Operational Analysis

• • Analyze Dues Revenues, Dues Refund and Uncollected Dues by Region, Division and Employer to identify trends, underlying drivers and financial outliers.
  • Analyze other operating and financial trends to ensure revenue collection is complete.

Financial Systems

• Partner with Director of Finance and MIS leadership to assess and modernize financial reporting capabilities.
  • Create dashboards and reporting tools that improve management visibility and decision-making.

Compliance & Governance

• • Develop and maintain sophisticated analytical tools to meet expanded transparency and granularity required under the new LM2 reporting environment.

Qualifications

Education

• • Bachelor’s degree in finance, Accounting, Economics, Business Administration, or related field required.
  • CPA, CMA, or similar professional certification strongly preferred.

Experience

• • Minimum 7-10 years of progressively responsible experience in financial planning and analysis, budgeting, forecasting, or corporate finance or multi-states national non-profit
  • Experience building Financial Planning & Analysis (FP&A) function or significantly expanding an FP&A function
  • Experience collaborating across different functional areas to cultivate financial best practices
  • Proven experience to streamline and automate financial processes and improve efficiency
  • Minimum 3-5 years of supervisory experience
  • Experience within labor unions, non-profit organizations, healthcare organizations, or complex multi-entity organizations with revenue size $100M or more strongly preferred.

Knowledge, Skills & Abilities

• • Strong expertise in:
  • Budgeting and forecasting
  • Financial modeling
  • Variance analysis
  • Cash flow analysis and projection
  • Management reporting
  • Experience in lease accounting according to the accounting standard ASC842 is a plus.
  • Advanced proficiency in Excel is required.
  • Proficiency in Macro, Power BI 360 and financial reporting tools strongly preferred.
  • Experience with ERP and financial management systems is highly preferred.
  • Ability to translate complex financial information into actionable recommendations for non-financial leaders.
  • Ability to work effectively in a mission-driven, member-focused environment.

Leadership Competencies

• • Strategic and forward-thinking financial leadership.
  • Strong analytical and problem-solving abilities.
  • Business partnership and collaboration skills.
  • Sound judgment and decision-making.
  • Commitment to accountability and continuous improvement.
  • Dedication to the mission and values of 1199SEIU United Healthcare Workers East.

GENERAL INFORMATION:

The statements above are intended to describe the general nature and level of work performed by employees assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the role. Duties and responsibilities may vary based on organizational and departmental needs, and employees may be assigned additional responsibilities as necessary.

Comprehensive benefit package offered including medical, dental, vision, and pension.