Position Description: Manager, General Budgeting and Forecasting
Reports to: Director of FP&A (Sharron Steele)
Direct Reports: none
Responsibilities:
Manage the budgeting and rolling forecasting processes for USMD Holdings and related
entities.
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Develop, Lead and Document the budgeting and rolling forecasting processes for
the organization, including recommending appropriate tools and processes.
Lead/ Perform variance analyses and work with Management to identify and report
financial issues and trends.
Collect information from all relevant financial and operational functions and
develop lines of formal and informal communications to identify trends and resolve
issues.
Function as Capital Budgeting manager for selected USMD entities (IT, Ancillary
companies) pending hiring of a formal Capital Budgeting manager. Subsequently,
work with the Capital Budgeting manager to identify and resolve issues and to
ensure capital needs are met.
Interface as a primary user and information provider for the cash forecasting
process performed by Treasury functions.
Lead the preparation and analysis of monthly/quarterly/annual reports for USMD
entities. Work with other FP&A and Accounting departments to secure appropriate
information and explanations of issues and trends.
Interface with senior management, including creating reports and ad hoc analysis
requests for executive committee, operations meetings, and board of directors
meetings.
Work with all levels in the organization to review information and identify
financial/operational issues and work with relevant staff to resolve the issues.
Supervise the efforts of matrix-assigned financial analysts and technical support
personnel.
Work on special projects as assigned by Financial or CNHO/PPM management.
Prepare and/or assist in the preparation of business case analyses for USMD entities
as requested.
Education: MBA highly preferred, CPA desirable
Years’ Experience: 4-6, including 1+ in healthcare
General Skills/Characteristics:
 Strong communications skills, verbally and with tools such as PowerPoint
 Self-starter with intellectual curiosity and a desire to learn healthcare finance and
operations
 Ability to work in a highly “matrixed” environment
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Ability to work in a fast-paced environment and with all levels in the organization,
including executive management
Reporting/Analytics:
 Some industry knowledge highly preferred. Strong understanding of business
profitability analysis and work environment
 Demonstrated ability to identify business patterns, potential problems and recommend
/implement solutions
 Strong and insightful analytical aptitude, including creating and/or supervising the
creation of EXPERT financial models for the specific task.
 Can “balance” and verify accuracy of work produced. Can create and monitor balancing
processes.
 Can develop checklists and process diagrams.
Technical Skills:
 Superior ability with data extraction, file manipulation and data analysis using a variety
of tools and/or the ability to manage staff with same.
 Strong skills in SQL; ability to write complex, efficient queries against large, disparate
data sources and/or ability to manage staff with same.
 Skilled in reporting tools, such as SQL, Excel, Oracle, Crystal, etc.
 Expert skills in Excel – including, function (e.g. Vlookups), formulas, pivot tales, charts,
analyses (e.g., regression
 Knowledge of NetSuite, Next Gen and/or Qlikview software platform is highly desirable.