The Director of Financial Planning and Analysis’ responsibilities cover the following areas:

Operational Budgeting Cost Accounting Business Planning and Financial Projections Service Line / Profitability Reporting including physician practices Labor Productivity Management Monthly Financial Close Process support Key Customer Service / Business Partner responsibility for other leaders

Operational Budgeting responsibilities include:

Manage the annual operating budget preparation process with assistance from supporting staff, and ensure proper documentation of budget process and procedures Prepare budget timetable in partnership with Senior Management and complete     budget preparation in accordance with said timeline Meet with Directors and Managers throughout the organization to facilitate generation of departmental budgets and provide for quality control review of those departmental budget submissions Coordinate completion of the operating budget package that is submitted for approval to Finance/Planning Committee and Board of Trustees Monitor departmental budget compliance on a monthly basis and implement initiatives to foster budget compliance across the organization

Cost Accounting responsibilities include:

Supervise the operation of the cost accounting / service line profitability system and ensure the system is properly maintained Coordinate periodic (daily, weekly, etc.) reporting of labor productivity management system and maintain functionality of productivity management tool Maintain existing service line profitability reporting functionality based on periodic updates to cost accounting system Ensure that users (department managers) of the cost accounting system are adequately trained on available reports, report generation and their responsibility to periodically review and approve cost accounting data applicable to their departments Supervise the preparation of financial analysis of existing programs as requested

Business Planning and Financial Projections responsibilities include:

Assist Vice Presidents, Directors and Managers in completing business plans and projections for existing or proposed new ventures in a timely manner. Coordinate completion of financial related Certificate of Need (CON) schedules as necessary. Assist the CFO with completion of financial feasibility studies, as applicable. Research and implement a solution to adopt a rolling budget / forecast function within the organization as soon as practically possible

Service Line Reporting responsibilities include:

The timely and accurate completion of various, periodic financial and statistical performance reports for Ellis’ various service lines, including the Ellis Medical Group (a multi-specialty group physician practice) and extended business operations (ie. Southern Saratoga campus, and other new initiatives) The presentation of aforementioned financial performance reports to service line leaders, senior management and service line cabinet members at periodically scheduled meetings as applicable. Maintain a high-quality financial reporting sytem to ensure integrity, consistency and comparability of service line financial and statistical reports, including the appropriate allocation of indirect costs among all service line financial reports Assist and support service line leaders and senior management to understand financial report information and the impact on their service line operations

Labor Productivity Management responsibilities include:

Ensure accuracy of data routinely uploaded to labor productivity tool Understand the nature of various labor productivity standards incorporated in labor productivity tool Act as subject-matter expert / super-user regarding labor productivity tool in use at Ellis, and respond to labor productivity questions posed by Ellis leaders in a timely manner

General Responsibilities include:

Complete other special projects, requests and duties as assigned by the CFO. Demonstrate strong supervision and leadership of budget, cost accounting and service line reporting staff, including coaching and ongoing feedback to improve overall  departmental performance, retain staff and provide opportunities for staff development and advancement. Ensure that the department operates in a strong internal customer service manner that meets and exceeds the expectations of all staff including Senior Leaders, Directors, Managers and Supervisors. Conduct routine, periodic outreach meetings with service line directors and operational vice-presidents to foster the development of an effective Finance business partner concept

EDUCATION AND EXPERIENCE REQUIREMENTS:

The Director of Financial Planning and Analysis should have a Bachelors or Master’s degree in accounting or a Masters in Business Administration.  Licensure as a Certified Public Accountant is preferred.  The Director of Financial Planning and Analysis must have a minimum of 10 years accounting experience, 5 years of which should be in positions with managerial responsibility.  Further, experience of 5 years should be directly related to the healthcare field in the areas of budgeting, cost accounting, or financial reporting.   Must possess excellent analytical and problem-solving skills as well as the ability to work and communicate effectively with all levels of management, physicians and Board of Trustees members. Must also have strong proficiency with information technology systems including databases, spreadsheets and report-writing systems.

 

PRIMARY RESPONSIBILITIES OF THE POSITION

Completion of service line financial and statistical performance reports with presentation to established audiences. Preparation of specified reports in a timely and accurate, based on pre-determined reporting schedule. Successfully presents periodic service line financial reports to management and at cabinet meetings, as scheduled. Maintain a high-quality financial reporting system to ensure integrity, consistency and comparability of information presented to management and other report end-users, including accurate indirect cost allocations. Insure that all work and reports are reviewed prior to issuance to end-users. Consult with service line leaders and other Finance Department personnel to improve reporting processes. Determine that indirect costs are allocated in a consistent manner across all service lines. Maintain frequent contact with service line leaders and applicable vice-presidents – provides excellent support and customer service to those individuals and their designees. Expand the automation of financial report preparation by using Ellis’ current IT system resources more effectively. Measured by reduction in time period required to produce periodic financial and statistical reports and reduction in the use of manual spreadsheets / data entry in order to produce service line reports. Adheres to hospital policies and procedures related to mandatory education and annual health assessment

PHYSICAL REQUIREMENTS:

Should be able to push/pull, lift/move 15 lb., be able to perform moderately difficult manual manipulations such as using a keyboard, writing, and filing for extended periods of time, must be able to perform tasks which require hand-eye coordination such as data entry, typing and using photo copiers.  Mobility requirements may include the ability to be stationary at a workstation for a prolonged period time in addition to being able to squat or be mobile for a reasonable length of time and distance.  Communication requirements include the ability to comprehend the spoken English language in addition to being able to communicate and read the English language.

Ellis Medicine is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex/gender, age, national origin, disability, genetic information, predisposition or carrier status, military or veteran status, prior arrest, or conviction record, marital or familial status, sexual orientation, transgender status, gender identity, gender expression, reproductive health decisions, or domestic violence victim status.

 

Salary Range:  $38.59-57.89  /hour                   Pay is based on experience, skills, and education. Exempt positions under the Fair Labor Standards Act (FLSA) will be paid within the base salary equivalent of the stated hourly rates. The pay range may also vary within the stated range based on location.