Manager Financial Planning (Budget) - Financial Operations 100% Remote

Overview

This role oversees and manages financial budgeting and planning activities, including the annual budget process, central funds modeling, and monthly variance reporting. The position leads the organization’s Budget function within Financial Planning and Analysis, partnering with the Associate Director of Budget on institutional budget strategy and financial planning priorities, and supervising and developing a team of financial analysts.

This position is 100% remote. All remote work must be performed within one of the registered payroll states, which currently includes: WI, AL, AZ, DE, FL, GA, IL, IN, MD, MI, MN, MO, NC, TN, TX, and UT.

Responsibilities

• Lead preparation for the annual budget cycle, including system configuration, calendar development, and documentation for budget entry to ensure departments can submit timely, accurate budgets.
• Direct budget support for the most complex departments with multiple missions/lines of business (e.g., clinical, basic science, etc.) and supervise and direct financial analysts supporting other departments.
• Serve as the primary point of contact and escalation point for budgetary questions and concerns across the Budget function.
• Proactively measure and report key business trends that will impact financial results.
• Perform ad hoc financial analyses (e.g., cost savings initiatives, reimbursement modeling, service-line profitability, etc.), assigning and reviewing work across the analyst team to ensure rigor and timeliness.
• Act as a business advisor and partner with departments to develop innovative solutions to address financial pressures, including cost reduction and revenue optimization.
• Review, interpret, analyze, and make recommendations regarding annual and ad hoc budget submissions.
• Provide support, training, and guidance on the department budgetary system.
• Examine, communicate, implement, and resolve discrepancies between budget and finance information; escalate discrepancies or concerns as needed.
• Monitor initiative success and provide insight and recommendations to improve success as necessary.
• Drive and oversee system enhancements to improve financial planning and analysis systems and processes.

Knowledge – Skills – Abilities

• Excellent written and verbal communication skills; collaborative, team-oriented approach.
• Ability to anticipate and adapt to changes in the business environment; proactively support performance improvement initiatives.
• Capacity to deliver results in a complex matrix organization through clear task assignment and appropriate resource allocation; help resolve barriers and escalate resource issues and concerns as needed.
• Ability to critically listen to operational participants across all organizational levels to develop solutions owned and valued by end users.
• Willingness to understand how business process supporting systems and applications work, and ability to communicate business processes and requirements effectively with technical IT/IS staff; familiarity with infrastructure setup and how components fit together.
• Strong technical analytical skills, with mastery of Microsoft Excel.
• Strong attention to detail, with ability to integrate detailed information with the big picture.
• Ability to effectively manage others.

Qualifications

• Appropriate experience may be substituted for education on an equivalent basis.

Minimum Required Education

• Bachelor’s degree in Finance, Business, Accounting, or related field

Minimum Required Experience

• 7-10 years

Preferred Education

• Master’s preferred

Preferred Qualifications

• Finance, Business, Accounting, or related field required

Compensation & Benefits

• Target salary range: $108,300.00 to $139,800.00 annually.
• Final offered salary will depend on the applicant’s education, experience, skills, and knowledge, as well as considerations of internal equity and market alignment.

Benefits include:

• Outstanding Healthcare Coverage, including but not limited to Health, Vision, and Dental, along with Flexible Spending options
• 403B Retirement Package
• Competitive Vacation and Paid Holidays
• Tuition Reimbursement
• Paid Parental Leave
• Employee & Family Assistance Program (EFAP)
• Pet Insurance
• On campus Fitness Facility, offering onsite classes
• Additional discounted rates on items such as select cell phone plans, local fitness facilities, and Milwaukee recreation and entertainment

Physical Requirements

• Work requires occasionally lifting moderate weight materials, standing, or walking continuously.

Work Environment

• Occasional exposure to dust, noise, temperature changes, or contact with water or other liquids.
• Work is performed in an environmentally controlled environment.

Sensory Acuity

• Ability to detect and translate speech or other communication required.
• May occasionally require the ability to distinguish colors and perceive relative distances between objects.

Equal Opportunity Employer

The organization is an Equal Opportunity Employer and is committed to non-discrimination and equal opportunity in employment and access to services, programs, and activities without regard to protected characteristics. Employees and applicants are protected from harassment prohibited by law and from adverse treatment or retaliation based on protected characteristics.