Lead Financial Planner (East Coast resident EST zone)
Core
Lead Financial Planner responsible for advancing overall financial performance, preparing quarterly financial operating forecasts, and modeling/analysis to support business and financial needs.
Role type
Lead Financial Planner
Builds
Enterprise quarterly forecasting software, templates, tools, dashboards, reports, and self-service portals
Domain
Healthcare finance / Financial planning
Deliverable
production ML models | dashboards & analysis
Required skills
Financial forecasting, financial modeling, scenario analysis, sensitivity analysis, dashboard development, report creation, stakeholder collaboration, enterprise software management, training delivery, strategic financial planning support
Preferred skills
Advanced forecasting software proficiency, end-user training expertise, special project management
Technologies
Enterprise quarterly forecasting software, self-service portals
Responsibilities
Implement and maintain enterprise quarterly forecasting software and tools; collaborate with Finance Partners to translate margin goals into metric targets; assess forecast submissions and provide actionable analysis; prepare scenarios and sensitivities to evaluate assumptions; develop and maintain dashboards and reports; present quarterly forecast material; support long-range financial operating projections; assist with end-user training; participate in special projects and committees.
Seniority
Lead, hands-on IC with strategic support