ABOUT SHIRLEY RYAN ABILITYLAB

Shirley Ryan AbilityLab is the global leader in physical medicine and rehabilitation for adults and children with the most severe, complex conditions. By joining our team, you will be part of our life-changing Mission and Vision. You’ll work in a truly inclusive environment where diversity and equity are championed through words and actions. You’ll contribute to an innovative culture that is second to none, one that embraces curiosity, discovery and compassion. You’ll play a role in something that’s never been done before as we integrate science and clinical care to help patients achieve better, faster outcomes — as we Advance Human Ability, together.

GENERAL SUMMARY

The Manager, Financial Planning & Analysis will work closely with Management at all levels to develop the annual operating and capital budgets for SRAlab, maintains the budgeting and reporting systems, maintains and enhances budgeting and reporting packages and processes, and prepares forecasting and other financial analyses as required to provide actionable insights and support management decisions.

The Manager, Financial Planning & Analysis will also play a critical role in the re-design and implementation of SRAlab’s budgeting and reporting tool, Adaptive Planning.

The Manager, Financial Planning & Analysis will consistently demonstrate support of the Shirley Ryan AbilityLab statement of Vision, Mission and Core Values by striving for excellence, contributing to the team efforts and showing respect and compassion for patients and their families, fellow employees, and all others with whom there is contact at or in the interest of the institute.

The Manager, Financial Planning will demonstrate Shirley Ryan AbilityLab Core Attributes: Communication, Accountability, Flexibility/Adaptability, Judgment/Problem Solving, Customer Service and Core Values (Hope, Compassion, Discovery, Collaboration, & Commitment to Excellence) while fulfilling job duties.

PRINCIPAL RESPONSIBILITIES

THE MANAGER, FINANCIAL PLANNING & ANALYSIS WILL:

1. Partner with Director, Financial Planning to lead re-design and implementation of SRAlab’s budgeting tool, Adaptive Planning, as part of organization wide ERP implementation, including requirements gathering, working with external project management, testing, process creation/improvement, training, documentation, and support.
2. Manage and develop a small team of financial analysts.
3. Develop operating and capital budgets for SRAlab through a coordinated effort involving management and senior leaderships from all functional areas of the organization.
4. Educate managers in budgeting and analysis techniques and provide technical assistance.
5. Maintain and enhance, as needed, reporting package for budgeting and monitoring departmental and Institute performance.
6. Maintain and enhance, as needed, processes, both computerized and interpersonal, for developing departmental budget detail.
7. Complete and oversee various financial analysis efforts including complex modeling, projections, reports, and presentations using financial and encounter reporting tools and data.
8. Review suite of monthly financial reports and analyses prepared by Financial Planning team. Review monthly financial statements for variances and trends.
9. Manage the organization’s annual Long Range Financial Plan (LRFP) process including development and updating of the LRFP model. Analysis may include scenario modeling and evaluation of projected operating performance, liquidity, and leverage.
10. Partner with the Accounting department to execute a variety of month and year end close activities as well as audit support.
11. Maintains financial reporting systems (Microsoft Dynamics General Ledger and Management Reporter, Workday, etc.) and implements new systems as required. Adapts new systems to institution requirements by designing and creating reports and rolling out to managers.
12. Performs all other duties that may be assigned in the best interest of the Shirley Ryan AbilityLab.

REPORTING RELATIONSHIPS

1. Reports to Director, Financial Planning.

KNOWLEDGE, SKILLS & ABILITIES REQUIRED

1. Knowledge of accounting, financial, statistical, and systems principles. MBA, MHA, or MS in a relevant area, or CPA is preferred.
2. At least seven years progressively advanced experience in healthcare provider budgeting and financial analysis.
3. Full understanding of accounting principles relating to the preparation and analysis of budgets and performance.
4. Experience with ERP and budgeting tool implementation, such as Workday and Adaptive Planning, preferred.
5. Strong computer skills in spreadsheet and financial programs.
6. Ability to communicate effectively and work collaboratively with all levels of clinical and management staff, including Board of Trustees.
7. Ability to lead and manage the work of others.
8. Ability to plan and accomplish goals in a timely manner.
9. Ability to manage multiple projects.
10. Ability to provide advice and counsel across a complex organization.
11. Ability to identify and implement opportunities for continuous quality improvement.

WORKING CONDITIONS

1. Normal office environment with little or no exposure to dust or extreme temperature.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Required Skills Required Experience