Optalis Health & Rehabilitation Centers
Financial Planning & Analysis (FP&A)
Optalis Health & Rehabilitation Centers, Novi, Michigan, United States, 48377
Overview
Financial Planning & Analysis (FP&A)
role at
Optalis Health & Rehabilitation Centers . Department:
Finance Location:
Corporate Office – Optalis Health & Rehabilitation (On-site) Reports To:
CFO FLSA Status:
Full-Time / Salary Exempt Position Summary:
Financial Planning & Analysis (FP&A) is a strategic partner to both the finance and operations teams at Optalis. This role provides actionable financial insights through reporting, analysis, and forecasting to support decision-making and long-term planning. The FP&A will lead budgeting, financial modeling, operational reporting, and performance analysis across all facilities and business units. This position also plays a critical role in aligning financial outcomes with operational goals to ensure the financial health and sustainability of the organization.
Key Responsibilities
Financial Planning & Operational Support
Lead and coordinate the annual budgeting and monthly forecasting processes.
Partner with operations leaders to understand census trends, labor performance, and cost controls.
Translate complex financial data into digestible, decision-ready insights for operations, HR, and executive leadership.
Create and maintain dashboards and business intelligence reports that tie financial outcomes to census and productivity KPIs.
Perform scenario planning and multi-year financial modeling to support strategic decisions.
Assist in developing capital planning and facility expansion/renovation forecasts.
Financial Management & Reporting
Oversees reporting software.
Provide meaningful, timely, and accurate financial information for decision-making.
Consult with leadership on budget tracking and analysis; examine historical trends and forecast implications.
Oversee the generation of monthly financial statements for each center, entity, and the consolidated corporation.
Analyze variances to ensure accurate allocations and alignment with budget expectations.
Collaborate with CFO, finance, and operations to develop and refine accounting policies and procedures.
Implement internal financial controls in accordance with GAAP, regulatory standards, and risk best practices.
Employee Performance & Development
Foster a positive work environment that attracts and retains top finance talent.
Delegate effectively and ensure cross-training for functional redundancy.
Recruit, coach, and develop finance staff to uphold Optalis' cultural and professional standards.
Promote continuous learning and high-performance expectations.
Support engagement and collaboration across departments to maintain strong interdepartmental relations.
Organizational Competencies
Customer Service
Expectations Management
Communication Skills
Team Player
Reliability & Accountability
Functional Knowledge & Learning
Creative Problem Solving
Conflict Resolution
Functional Competencies
Project Management
Vendor Management
Fiscal/Budget Management
Financial Management & Reporting
Compliance & Risk Management
Employee Performance & Development
Personal Attributes
Strong Negotiation Skills
Ability to Influence Others
Effective Time Management
Adaptability & Change Management
Excellent Planning & Organizational Skills
High Integrity & Ethical Standards
Analytical Thinking
Results-Oriented Mindset
Qualifications Required Education
Bachelor’s degree in accounting or finance required
Experience
5+ years of progressive experience in Accounting and Finance
Healthcare, post-acute, or long-term care experience preferred
Experience in capital financing highly desired
Demonstrated success in both short- and long-term strategic financial planning
Strong working knowledge of GAAP and financial reporting standards
Familiarity with financial system implementation, maintenance, and conversions
Prior experience integrating finance with operational data for improved performance tracking
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Financial Planning & Analysis (FP&A)
role at
Optalis Health & Rehabilitation Centers . Department:
Finance Location:
Corporate Office – Optalis Health & Rehabilitation (On-site) Reports To:
CFO FLSA Status:
Full-Time / Salary Exempt Position Summary:
Financial Planning & Analysis (FP&A) is a strategic partner to both the finance and operations teams at Optalis. This role provides actionable financial insights through reporting, analysis, and forecasting to support decision-making and long-term planning. The FP&A will lead budgeting, financial modeling, operational reporting, and performance analysis across all facilities and business units. This position also plays a critical role in aligning financial outcomes with operational goals to ensure the financial health and sustainability of the organization.
Key Responsibilities
Financial Planning & Operational Support
Lead and coordinate the annual budgeting and monthly forecasting processes.
Partner with operations leaders to understand census trends, labor performance, and cost controls.
Translate complex financial data into digestible, decision-ready insights for operations, HR, and executive leadership.
Create and maintain dashboards and business intelligence reports that tie financial outcomes to census and productivity KPIs.
Perform scenario planning and multi-year financial modeling to support strategic decisions.
Assist in developing capital planning and facility expansion/renovation forecasts.
Financial Management & Reporting
Oversees reporting software.
Provide meaningful, timely, and accurate financial information for decision-making.
Consult with leadership on budget tracking and analysis; examine historical trends and forecast implications.
Oversee the generation of monthly financial statements for each center, entity, and the consolidated corporation.
Analyze variances to ensure accurate allocations and alignment with budget expectations.
Collaborate with CFO, finance, and operations to develop and refine accounting policies and procedures.
Implement internal financial controls in accordance with GAAP, regulatory standards, and risk best practices.
Employee Performance & Development
Foster a positive work environment that attracts and retains top finance talent.
Delegate effectively and ensure cross-training for functional redundancy.
Recruit, coach, and develop finance staff to uphold Optalis' cultural and professional standards.
Promote continuous learning and high-performance expectations.
Support engagement and collaboration across departments to maintain strong interdepartmental relations.
Organizational Competencies
Customer Service
Expectations Management
Communication Skills
Team Player
Reliability & Accountability
Functional Knowledge & Learning
Creative Problem Solving
Conflict Resolution
Functional Competencies
Project Management
Vendor Management
Fiscal/Budget Management
Financial Management & Reporting
Compliance & Risk Management
Employee Performance & Development
Personal Attributes
Strong Negotiation Skills
Ability to Influence Others
Effective Time Management
Adaptability & Change Management
Excellent Planning & Organizational Skills
High Integrity & Ethical Standards
Analytical Thinking
Results-Oriented Mindset
Qualifications Required Education
Bachelor’s degree in accounting or finance required
Experience
5+ years of progressive experience in Accounting and Finance
Healthcare, post-acute, or long-term care experience preferred
Experience in capital financing highly desired
Demonstrated success in both short- and long-term strategic financial planning
Strong working knowledge of GAAP and financial reporting standards
Familiarity with financial system implementation, maintenance, and conversions
Prior experience integrating finance with operational data for improved performance tracking
#J-18808-Ljbffr