Manager – Expense Forecasting and Business Support

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead a team of two analysts, offering business support and fostering talent development.

• Oversee the creation, upkeep, and ongoing enhancement of expense forecasts, yearly budgets, and long-term plans.

• Collaborate with department leaders to gain insight into expense drivers, staffing requirements, vendor expenses, operational trends, risks, and opportunities.

• Prepare monthly and quarterly expense reports, including budget-to-actual variance analysis, forecast updates, and executive-ready commentary.

• Recognize trends, cost pressures, savings opportunities, and performance gaps; suggest actions to enhance financial outcomes.

• Assist business leaders with financial modeling, scenario analysis, investment cases, workforce planning, and ad hoc decision-making support.

• Propel improvements in forecasting accuracy, reporting efficiency, data quality, and planning methodologies.

• Coordinate with Accounting, FP&A, Operations, HR, IT, and other functional teams to synchronize expense forecasts with business activities and financial reporting.

• Create and sustain dashboards, management reporting packages, and recurring analyses to provide insights into expense performance.

• Aid in the month-end closing process by reviewing expense results, accruals, reclasses, and significant variances with Accounting.

• Offer leadership, coaching, and guidance to analysts or cross-functional partners involved in forecasting and business support activities.

⛳️ Requirements

• Over 5 years of progressive experience in financial planning and analysis, expense management, corporate finance, business support, or a similar finance role.

• Solid understanding of budgeting, forecasting, variance analysis, financial modeling, and management reporting.

• Advanced skills in Microsoft Excel.

• Proficiency in financial planning, ERP, business intelligence, or reporting tools.

• Capability to convert complex financial data into clear insights, recommendations, and executive-level communication.

• Excellent analytical, problem-solving, organizational, and project management abilities.

• Proven track record of collaborating with business leaders and cross-functional teams in a fast-paced environment.

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related discipline.

• Experience in expense forecasting within a healthcare, technology, professional services, insurance, or business services setting.

• Familiarity with workforce planning, vendor spend analysis, cost center reporting, or shared services financial support.

• Experience in developing scalable reporting processes, dashboards, and planning templates.

• Familiarity with Sage or Cube Planning tools is a plus.

• Experience in staff development and working with offshore teams.

• Must pass a background screening prior to starting employment.

• Must undergo a drug screening as a newly hired employee.

• Must agree to comply with necessary regulations on the first day of employment.

• Must adhere to applicable HIPAA regulations and company policies and procedures regarding the confidentiality, privacy, and security of sensitive health information.

🏝️ Benefits

• A competitive compensation package.

• Healthcare, vision, and dental insurance.

• Generous 401k matching.

• Paid vacation, personal time, and holidays.

• Opportunities for growth and training.

• An award-winning remote work environment.