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. 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 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.