VP-Financial Planning and Analysis

This role is based at our corporate office in Dallas, TX, and requires three days in the office per week.

Position Overview

The VP-Financial Planning and Analysis is responsible for a wide range of cross-functional activities to provide analysis and project management to internal and external stakeholders. The activities range from budgeting & forecasting, evaluating information technology platforms & integrations, strategic & trend analysis, development of new reporting capabilities, integration of reporting workflow, development and maintenance of an Executive Reporting Program (ERP), IT management for the company, and providing consultative advice on efficiencies.

Primary Duties & Responsibilities

Financial budgeting, reporting, forecasting and analysis

Performance Metrics and KPI tracking and reporting

Assessment and realignment of data workflow

Development and maintenance of an ERP including integration of various systems from all functional areas of operations and reporting in concise formats including tables, summaries, dashboards and graphs

Strategic Decision making and risk analysis including assessing current business problems, evaluating options and presenting and implementing recommendations to improve business processes

Creating financial business cases supporting business initiatives

Partners closely with departments, such as accounting, operations, clinical and human resources, to develop and track performance metrics, dashboards, reports, presentations, and generally providing financial analysis on a variety of topics that meet cross-functional business objectives.

Leads workgroups to seek departmental input for development of initiatives.

Promotes and encourages collaboration amongst departments.

Assist in identifying areas where the company can reduce costs or improve efficiency and profitability. Including enhancing controls and streamlining processes, introducing automation where possible

Collecting data from various sources to identify trends, patterns, and anomalies

Reporting, analytics and strategy

Maintain corporate IT infrastructure through third party consultants

Qualifications

Strong analytical and problem-solving skills with ability to analyze large data sets and present conclusions concisely

Ability to examine complex systems, identify problems, and formulate effective solutions

Excellent verbal and written communication skills with the ability to articulate complex issues clearly

Comfortable working with data, various systems, and reporting tools

Strong knowledge of automation tools

Able to understand end user needs and translate into technical requirements

Experience developing interactive dashboards and visualizations

Integrity in handling highly sensitive and confidential information

Collaborative team player who can work flexibly across teams

Organized project manager able to juggle multiple priorities

Passion for improving capabilities through data and technology

Advanced skills in Excel and PowerPoint

Knowledge of Yardi

Senior Living experience is a plus