Manager, Financial Planning – Budget

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

📋 Description

• Oversee the preparation process for MCW’s annual budget cycle, which includes configuring systems, developing calendars, and documenting budget entries.

• Provide budgetary support for intricate departments that operate with multiple missions or lines of business.

• Supervise and guide financial analysts who assist various other departments.

• Act as the main contact and escalation point for any budgetary inquiries and issues.

• Analyze and report on business trends that impact financial outcomes.

• Direct special financial analyses, such as cost-saving initiatives, reimbursement modeling, and evaluating service-line profitability.

• Delegate and review the work of the analyst team to ensure high-quality, timely deliverables.

• Collaborate with departments to devise solutions for cost reduction and revenue optimization.

• Assess and analyze both annual and ad hoc budget submissions, providing recommendations as necessary.

• Offer support, training, and guidance regarding the departmental budgetary system.

• Address discrepancies between budget and finance information, escalating issues as needed.

• Monitor the success of initiatives and suggest improvements.

• Oversee enhancements of financial planning and analysis systems and processes.

• Manage and mentor a team of financial analysts.

⛳️ Requirements

• Relevant experience may be accepted in lieu of education on a comparable basis.

• Bachelor's degree in Finance, Business, Accounting, or a related field.

• 7-10 years of relevant experience.

• A background in Finance, Business, Accounting, or a related field is mandatory.

• Exceptional written and verbal communication skills.

• A collaborative and team-oriented approach.

• Capability to deliver results in a complex matrix organization through effective task assignment, resource allocation, barrier resolution, problem-solving, and escalation.

• Aptitude for critical listening to formulate solutions valued by operational end users.

• Openness to understanding systems and applications that support business processes.

• Ability to effectively communicate business processes and requirements to technical IT/IS personnel.

• Familiarity with infrastructure setup and how different components are interconnected.

• Strong technical and analytical skills.

• Proficiency in Microsoft Excel.

• Meticulous attention to detail while integrating the overall perspective.

• Capability to efficiently manage others.

🏝️ Benefits

• Excellent Healthcare Coverage, including Health, Vision, and Dental.

• Flexible Spending options available.

• 403B Retirement Package.

• Competitive Vacation and Paid Holidays provided.

• Tuition Reimbursement program.

• Paid Parental Leave.

• Employee & Family Assistance Program (EFAP).

• Pet Insurance options.

• On-campus Fitness Facility, which offers onsite classes.

• Additional discounts on various items, including select cell phone plans, local fitness facilities, and recreational activities in Milwaukee.