Be a part of driving healthy change in our communities
Financial Planning and Analysis Leader
About the Position
Leads the financial planning and analysis team. Oversees the annual budgeting process and ongoing financial forecasting, prepares monthly financial packages and dashboards, and provides financial insights to senior leadership. Ensures timely and value-added analysis and reports are completed and reviewed with various leaders and departments, including Site Directors, Medical Directors, Pharmacy, and Admin Team Leaders. Ensures the integrity of budget/forecast data, the efficacy of the planning/forecasting processes, and the support and training needed for all budget tool users. Acts as a strategic thought leader, providing the organization with a data-driven and technologically savvy approach.
Key Responsibilities
- Lead and manage the Financial Planning & Analysis (FP&A) team, providing guidance, mentorship, and performance management for team.
- Oversee the annual budgeting process, quarterly forecasts, and long-term financial planning activities.
- Develop, maintain, and improve financial models to support various business scenarios and decision-making processes.
- Analyze financial results against budget, forecast, and prior periods. Identify trends, variances, and key performance indicators (KPIs).
- Provide financial insights and recommendations to support business decisions, growth initiatives, and organizational strategy.
About Legacy Community Health
Legacy Community Health is a premium, Federally Qualified Health Center (FQHC) that provides comprehensive care to community members regardless of their ability to pay. Our goal is to treat the entire patient while improving their overall wellness and quality of life, in addition to providing free pregnancy tests, HIV/AIDS screening. At Legacy, we empower patients to lead better lives by promoting healthy behaviors and offering resources such as literacy classes, family planning services, and nutrition and weight management information.
Our roots began in 1981 as the Montrose Clinic, with specialization in HIV education, testing, and treatment. Since then, the agency has expanded to >50 clinics in Houston, one in Baytown, two in Beaumont, and one in Deer Park with extensive services that include: Adult primary care, HIV/AIDS care, pediatrics, OB/GYN and maternity, dental, vision and behavioral health. We also service students within KIPP and YES Prep schools. Legacy is committed to driving healthy change in our communities.
Requirements
- Bachelor’s degree in finance, accounting, or another business-related field or master’s in business administration is required.
Five (5) years of experience in financial planning and analysis or similar role is required.
- One (1) year in a supervisory/managerial role is required.
- Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) is preferred.
- Business Intelligence/Data Analytics certifications preferred.
- Previous experience in Healthcare, Nonprofit, and/or Cost Accounting is preferred.
Benefits
- Medical, Dental, and Vision insurance
- Long-Term Disability insurance
- Life insurance and AD&D
- 403(b) retirement plan
- Employee Assistance Plan
- Subsidized gym membership
- 24-hour travel assistance
- Paid Time Off
- PTO Exchange Program
- Company holidays (9 days + 1 floating day)
- Bereavement Leave
- And more