Associate Director, Financial Planning & Analysis (Management Reporting & Planning)

About Sellers Dorsey

Sellers Dorsey is a leading and fast-growing national healthcare consulting firm specializing in Medicaid financing, policy, and operations. We deliver impactful outcomes for our clients with a combination of technical expertise and deep understanding of public policy, government, and national and local political landscape. Together with its clients, Sellers Dorsey realizes opportunities that enhance the bottom-line and ultimately improve the lives of people and is committed to expanding access to healthcare in the US. 

About the Role

Sellers Dorsey is seeking an Associate Director of Financial Reporting who will be is accountable for the design, management and delivery of board level Financial data and analytics in support of firmwide strategic initiatives and overall objectives. You will supervise the organization's short and long-term financial planning, budgeting, and forecasting processes through accurate data collection, modelling and financial analysis. Beyond managing the organization’s financial Budget process and management reporting, you will also be responsible for streamlining and building processes for data documentation to support a successful and sustainable data program.

Key Responsibilities

• Critical role in the creation of Firmwide Financial Forecasting and monthly board level forecasting process through in-depth understanding of Financial Performance Reporting. Enhance the Finance Department's ability to manage performance by linking corporate strategy to execution, and ensure alignment to our corporate objectives through clear and accurate financial reporting and presentation. Prepare and present monthly reports and Board level financial analyses to aid in strategic decision-making across firmwide leadership and corporate stakeholders.
• Responsible for the Annual Budget and forecasting reporting process across all departments. Responsible for the cross collaboration between Accounting & Finance with the firmwide stakeholders across client servicing, sales & marketing, as well as admin areas of the firm. This also includes the mid-year budget re-forecasting to refine expectations for the year.
• Lead the Quarterly financial reporting process for all client servicing reporting down to Gross Margin. Provide regular reporting and variance analyses to all departments to promote decision-making and alignment to our corporate objectives & identify opportunities for cost efficiencies.
• Improve upon the Data Management & corporate reporting across the firm. Assist with developing company-wide data management and reporting policies through working with Accounting Department, as well multiple cross-functional areas of the firm, to create internal controls associated to performance and corporate KPI’s.
• Perform additional ad-hoc financial analysis as needed to inform upper management and to aid in decision-making.
• Contribute to continuous process improvements to identify opportunities to streamline and eliminate redundancies.

Key Qualifications

• Minimum 10 years’ experience in professional service organization with a combination of private and public companies; 3 years in a senior/leadership role. Proven FP&A experience and understanding of technical accounting statement analysis.
• Bachelor's Degree in Finance, Accounting, Economics, or related field. MBA, CFA or CPA certification or consulting experience highly preferred.
• Proficiency in Microsoft Office Suite with exceptional fluency in Excel; proven financial modelling skills and ability to build models from scratch
• Demonstrated high-level experience working with an ERP / CRM systems and reporting & analysis tools: Experience working in Netsuite preferred. Proven high level user in ERP expected, and experience running management performance reporting. Rippling experience a plus.

Other Requirements

• Exceptional analytical, data collection, and problem-solving skills with ability to communicate financial performance in a clear and concise fashion.
• Ability to work well as part of a team, and strong interpersonal skills with the ability to work well cross-functionally.
• Excellent communication and organization skills.
• Proven project management skills, and