Manager - Financial Reporting & Analysis

Manager - Financial Reporting & Analysis | Summit Healthcare Mgmt | Franklin, Tennessee

About the Job:

PURPOSE STATEMENT:

The Manager-Financial Reporting & Analysis is responsible for leading the organization''s financial reporting and analytical processes to support informed decision-making by executive leadership, the Board of Directors, lenders, and other key stakeholders. Reporting to the Vice President of Financial Planning & Analysis, this role oversees the preparation of monthly, quarterly, and annual internal and external financial reporting, including Board reporting, management reporting, lender reporting, variance analysis, and Management''s Discussion & Analysis (MD&A).

This position plays a key role in the organization''s financial planning activities by supporting budgeting, forecasting, revenue analysis, and corporate finance initiatives. The Manager is responsible for enhancing the quality, consistency, and efficiency of financial reporting through process improvements, reporting automation, dashboard development, and FP&A tools. Working collaboratively with Accounting, Revenue Cycle, Operations, Information Technology, and executive leadership, the role provides meaningful financial insights, strengthens internal controls and reporting processes, and supports strategic and operational decision-making. The Manager also maintains the highest standards of professionalism, confidentiality, and financial stewardship while fostering effective cross-functional partnerships and contributing to a culture of collaboration, accountability, and continuous improvement.

Roles and Responsibilities:

ESSENTIAL FUNCTIONS:

Financial Reporting & Analysis

• Lead the monthly, quarterly, and annual financial reporting processes, including preparation of Management's Discussion & Analysis (MD&A).
• Analyze financial results and prepare variance analyses for executive leadership.
• Develop and maintain financial reporting packages for management, lenders, investors, and the Board of Directors.
• Perform financial analysis and reporting related to healthcare revenue accounting.
• Support executive leadership with financial reporting, insights, and presentations.

Financial Planning, Budgeting & Forecasting

• Participate in the annual budgeting process and periodic reforecast cycles, partnering with operational and executive leadership to develop accurate financial plans.
• Coordinate monthly forecasting activities, including revenue, labor, operating expenses, capital expenditures, and cash flow projections.
• Assist leadership with financial analyses supporting operational and strategic initiatives.
• Develop dashboards and key performance indicator (KPI) reporting to support informed decision-making.

Financial Systems, Reporting Optimization & Business Intelligence

• Drive continuous improvement in financial planning, forecasting, and reporting processes.
• Enhance reporting automation and data visualization capabilities.
• Leverage financial planning and business intelligence tools to improve reporting and decision-making.
• Support the implementation and optimization of FP&A systems and technologies.
• Ensure consistency and accuracy across financial reporting systems and processes.

Financial Governance, Compliance & Internal Controls

• Partner with Corporate Accounting to support timely and accurate month-end and year-end close activities.
• Assist external auditors with year-end audit testing and support the execution of the internal controls review process, ensuring appropriate documentation is maintained for financial reporting activities.

Cross-Functional Partnership & Financial Support

• Partner with Accounting, Revenue Cycle, Operations, Information Technology, and business teams to improve data quality and reporting consistency.
• Serve as a finance resource by supporting financial operations across the organization and responding to finance- and accounting-related inquiries.
• Build collaborative relationships with operational and executive leadership to provide financial guidance and support organizational objectives.

EDUCATION/EXPERIENCE/SKILL REQUIREMENTS:

• Five or more years of public accounting, financial reporting or FP&A experience.
• Big 4 experience preferred.
• Experience working in healthcare industry strongly preferred.
• Bachelor's degree in Accounting, Finance, or a related field required.
• Experience with business intelligence tools such as Power BI preferred.
• Advanced proficiency in Microsoft Excel and financial reporting tools.
• Detail oriented and ability to manage deadlines.

LICENSES/DESIGNATIONS/CERTIFICATIONS:

Certified Public Accountant ("CPA") qualifications preferred.

WORK LOCATION:

This position is on-site at the Company's headquarters in Franklin, TN and is not a remote position.

SUPERVISORY REQUIREMENTS:

Two or more years of supervisory experience required

Why Summit Healthcare Mgmt?Summit Healthcare Mgmt offers a comprehensive benefit plan and a competitive salary commensurate with experience and qualifications. Qualified candidates should apply by submitting a resume. Summit Healthcare Mgmt is an EOE.

Veterans and military spouses are highly encouraged to apply. Summit BHC is dedicated to serving Veterans with specialized programming at our treatment centers across the country. We recognize and value the unique strengths of the military community in supporting our mission to serve those who have served.