Manager, Financial Planning & Analysis (Healthcare - SAS)

Description

VMG Health supports a nationwide network of clients with over 70,000 engagements, exclusively in the healthcare industry. Our national client base ranges from large health systems to small practices and everything in between, including investors and private equity firms. VMG Health provides a solutions-oriented approach to client needs through our strong market position, extensive contacts, unparalleled tools and solutions, and expert insights. We are proud to serve as the single source for all our clients’ valuation, strategic, and compliance needs.

Requirements

Strategic Advisory Services (SAS) Managers are expected to effectively leverage and manage all members of their team on a variety of staff training, project management, and client deliverables.  Primary responsibilities will be sourcing, scoping, and managing engagements; executing deliverables; envisioning and executing on all analytics, maintaining existing client relationships; forming new client relationships; developing financial analysis and planning tools, communication of project status to team members and development and training of the team internally. 

KEY RESPONSIBILITIES:

• Properly scope all engagements from all sizes, schedule, and cost perspectives to ensure a profitable engagement. 
• Provide timely status updates to all project team members tailoring the information to the respective levels (i.e., staff or Director/Managing Director) based on their needs. 
• Ensure the team project tracking and status documents are updated in a timely fashion. 
• Develop and maintain continual improvement of existing FP&A tools and techniques. 
• Develop and implement effective engagement communication to clients and ensure compliance by all team members. 
• Communicate all aspects of engagements with staff members on each of their respective engagements. 
• Be responsible for developing weekly training environments for staff, both as designed training sessions and ad hoc related to ongoing client delivery 
• Demonstrate and maintain a high level of understanding and competence across numerous healthcare segments. 
• Comfort in working with large datasets, aggregating information, and summarizing through use of Tableau and/or PowerBI. 
• Uphold values of integrity, professionalism, and respect towards all clients, superiors, administrative staff, and subordinates. 
• Ensure all engagements are on schedule through setting internal deadlines and communication with team members. 
• Ensure accuracy in every phase of the strategic advisory and financial planning process from information receipt and input to client deliverables. 
• Provide insight and direction to team members and the firm by participating with supervisors in training or seminars related to areas of expertise. 
• Provide guidance to overall analysis and approach on each engagement as necessary to both clients and staff. 
• Participate in all calls and site visits as required. 
• Effectively communicate with clients throughout the engagement process ultimately resulting in the explanation of opinion/results of the engagement. 
• Demonstrate  effective administrative practices in terms of expense management and  billing for services. 
• Author or co-author, at minimum, one article for publication (internally and/or externally) annually. 
• Provide feedback directly to staff and to supervisors to help manage, monitor, and make suggestions on the overall personal development of each team member. 
• Proactively promote the elements of VMG’s corporate culture. Define and develop activities that enhance that corporate culture. 
• Have a firm understanding of all services offered by VMG and be able to effectively communicate such services to clients that results in new business opportunities. 
• Participate in recruiting efforts as needed and make recommendations for hiring to the Managing Director(s). 

QUALIFICATIONS:

• Minimum of 5 years of combined business strategy, with specific FP&A experience both in direct and managerial role. 
• Bachelor of Business Administration with course work in Accounting and Finance and or Master’s in Business Administration, Finance or Accounting. 
• Candidates must demonstrate understanding of value drivers within the healthcare industry and must demonstrate an active understanding of the rules and regulations affecting the healthcare industry, not limited to Stark laws and Anti-Kickback statues.
• Strong knowledge of accounting, financial and valuation theory
• Financial modeling experience
• Mastery in Microsoft Excel, PowerPoint, PowerBI and/or Tableau and Word 
• Excellent verbal and written communication skills.
• The ability to provide appropriate customer service, both internally and externally, is a material part of the job. 
• Ability to develop and lead team members through training and mentoring. 

Travel:

• Up to 15%