Manager – Expense Forecasting, Business Support

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

📋 Description

• Manage a team of two analysts, providing business assistance and fostering talent development.

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

• Collaborate with department leaders to gain insights 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 commentary suitable for executives.

• 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.

• Enhance forecasting precision, reporting efficiency, data integrity, and planning methodologies.

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

• Create and sustain dashboards, management reporting packages, and recurring analyses.

• Aid in month-end closing by examining expense results, accruals, reclassifications, and significant variances with Accounting.

• Offer leadership, coaching, and support to analysts or cross-functional partners engaged in forecasting and business support functions.

⛳️ Requirements

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

• Strong grasp of budgeting, forecasting, variance analysis, financial modeling, and management reporting.

• Advanced skills in Microsoft Excel.

• Experience utilizing financial planning, ERP, business intelligence, or reporting tools.

• Ability to convert complex financial data into clear insights, actionable recommendations, and communication suitable for executives.

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

• Proven capability to collaborate effectively with business leaders and cross-functional teams in a dynamic environment.

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

• Experience in supporting expense forecasting within healthcare, technology, professional services, insurance, or business services sectors.

• Exposure to Private Equity.

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

• Proven track record of developing scalable reporting processes, dashboards, and planning templates.

• Familiarity with Sage or Cube Planning tools.

• Experience in staff development and working with offshore teams.

• Ability to successfully complete a background check prior to commencing employment.

• Newly hired employees are required to undergo drug screening.

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

• Compliance with applicable HIPAA regulations and company policies regarding 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 culture.