Luminarehealth
Sr Director, Financial Planning and Analysis - Luminare Health
Luminarehealth, Chicago, Illinois, United States
Sr Director, Financial Planning and Analysis - Luminare Health
At Luminare Health, our employees are the cornerstone of our business and the foundation to our success. We empower employees with development plans that foster growth and rewarding careers. This role partners with the business to lead the FP&A function and support the technology ecosystem for organization-wide financial applications (Accounting, Adaptive, Suppliers, Expenses, Procurement, Projects, Workday FDM and General ledger). The position will collaborate with Finance subject matter experts to identify and resolve system issues and pursue opportunities for increased financial system efficiency. It also partners with Luminare Health’s leadership, including pricing and underwriting functions, and leads the annual financial planning process, ongoing financial analysis and reporting activities, and financial projection models (revenue, expense, ratio-based, and KPI modeling). The role analyzes business and financial data to create actionable insights and partners with stakeholders to drive business action.
Job Responsibilities
Own organization-wide planning, forecasting, and financial reporting processes, including developing and maintaining accurate human capital and revenue models, project costing and ROI analysis, ratio-based and expense projections, headcount analysis, version controls, reporting partitions, and executive/board-level financial presentations.
Manage ongoing financial forecasting and reporting on a monthly/quarterly basis.
Maintain organization-wide schedules and communications regarding plan and forecast deadlines, expectations, inputs, outputs, and deliverables.
Incorporate Financial Inputs And Outputs Into Broader Organizational Activities
Conduct monthly financial reviews with business leaders, inform stakeholders of results, and utilize feedback to inform organization-wide forecasts and plans.
Partner with Underwriting, Pricing, and Product teams and use model outputs to inform business decisions.
Support human capital modeling and hiring plans in collaboration with business leaders across Luminare Health.
Lead The Effective Use Of Workday Financials, Adaptive, And Related Systems
Manage data flow to/from Adaptive and Workday integrations.
Oversee planning and forecasting platform; coordinate with HCSC for Adaptive architecture, access, and integrations.
Ensure Adaptive processes are complete, accurate, and timely; troubleshoot and validate corrections of system errors and outages; support system reviews, testing, and upgrades.
Develop solutions for short and long-term system pain points; collaborate with CFO and Finance to optimize Adaptive and other tools for product development, segmentation, and business changes.
Identify opportunities for process improvements and technology enhancements to improve departmental effectiveness.
Lead Financial Planning And Analysis Team
Maintain effective processes and documentation; develop knowledge redundancies for key FP&A activities.
Evaluate and update team knowledge, capabilities, and resources to support evolving business needs.
Manage and support the development of direct reports and succession planning.
Minimum Requirements
Bachelor’s degree in Finance, Accounting, Economics, or related
10 years of related experience
2 years of supervisory or management experience
4 years of experience supporting Workday Core Financials and Adaptive Planning and Forecasting, or similar general ledger and financial planning platforms
Strong knowledge in technology-enabled accounting and FP&A processes and system capabilities
Excellent understanding of financial planning, forecasting, variance analysis, modeling, and reporting
Ability to analyze financial and operational data and provide actionable insights to leadership
Strong customer service skills and ability to communicate complex financial concepts to business partners
Proficiency with MS Office, especially Excel
Preferred
MBA
Hybrid role, based in Rosemont, IL
EEO Statement We are an Equal Opportunity Employment employer dedicated to providing a welcoming environment where the unique differences of our employees are respected and valued. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristics.
Pay Transparency Statement At Luminare, you will be part of an organization committed to offering meaningful benefits. The compensation offered will vary based on skills, experience, and location, and may be eligible for an annual incentive bonus plan.
Min To Max Range: $116,000.00 - $217,800.00. Exact compensation may vary based on skills, experience, and location.
Note: This posting focuses on the Sr Director, Financial Planning and Analysis role and omits extraneous, non-related postings.
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Job Responsibilities
Own organization-wide planning, forecasting, and financial reporting processes, including developing and maintaining accurate human capital and revenue models, project costing and ROI analysis, ratio-based and expense projections, headcount analysis, version controls, reporting partitions, and executive/board-level financial presentations.
Manage ongoing financial forecasting and reporting on a monthly/quarterly basis.
Maintain organization-wide schedules and communications regarding plan and forecast deadlines, expectations, inputs, outputs, and deliverables.
Incorporate Financial Inputs And Outputs Into Broader Organizational Activities
Conduct monthly financial reviews with business leaders, inform stakeholders of results, and utilize feedback to inform organization-wide forecasts and plans.
Partner with Underwriting, Pricing, and Product teams and use model outputs to inform business decisions.
Support human capital modeling and hiring plans in collaboration with business leaders across Luminare Health.
Lead The Effective Use Of Workday Financials, Adaptive, And Related Systems
Manage data flow to/from Adaptive and Workday integrations.
Oversee planning and forecasting platform; coordinate with HCSC for Adaptive architecture, access, and integrations.
Ensure Adaptive processes are complete, accurate, and timely; troubleshoot and validate corrections of system errors and outages; support system reviews, testing, and upgrades.
Develop solutions for short and long-term system pain points; collaborate with CFO and Finance to optimize Adaptive and other tools for product development, segmentation, and business changes.
Identify opportunities for process improvements and technology enhancements to improve departmental effectiveness.
Lead Financial Planning And Analysis Team
Maintain effective processes and documentation; develop knowledge redundancies for key FP&A activities.
Evaluate and update team knowledge, capabilities, and resources to support evolving business needs.
Manage and support the development of direct reports and succession planning.
Minimum Requirements
Bachelor’s degree in Finance, Accounting, Economics, or related
10 years of related experience
2 years of supervisory or management experience
4 years of experience supporting Workday Core Financials and Adaptive Planning and Forecasting, or similar general ledger and financial planning platforms
Strong knowledge in technology-enabled accounting and FP&A processes and system capabilities
Excellent understanding of financial planning, forecasting, variance analysis, modeling, and reporting
Ability to analyze financial and operational data and provide actionable insights to leadership
Strong customer service skills and ability to communicate complex financial concepts to business partners
Proficiency with MS Office, especially Excel
Preferred
MBA
Hybrid role, based in Rosemont, IL
EEO Statement We are an Equal Opportunity Employment employer dedicated to providing a welcoming environment where the unique differences of our employees are respected and valued. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristics.
Pay Transparency Statement At Luminare, you will be part of an organization committed to offering meaningful benefits. The compensation offered will vary based on skills, experience, and location, and may be eligible for an annual incentive bonus plan.
Min To Max Range: $116,000.00 - $217,800.00. Exact compensation may vary based on skills, experience, and location.
Note: This posting focuses on the Sr Director, Financial Planning and Analysis role and omits extraneous, non-related postings.
#J-18808-Ljbffr