Financial Planning & Analysis (FP&A)

Department: Finance

Location: Corporate Office – Optalis Health & Rehabilitation (On-site)

Reports To: CFO

FLSA Status: Full-Time / Salary Exempt

Position Summary

Financial Planning & Analysis (FP&A) is a strategic partner to both the finance and operations teams at Optalis. This role provides actionable financial insights through reporting, analysis, and forecasting to support decision-making and long-term planning. The FP&A will lead budgeting, financial modeling, operational reporting, and performance analysis across all facilities and business units. This position also plays a critical role in aligning financial outcomes with operational goals to ensure the financial health and sustainability of the organization.

Key Responsibilities

Financial Planning & Operational Support

• Lead and coordinate the annual budgeting and monthly forecasting processes.
• Partner with operations leaders to understand census trends, labor performance, and cost controls.
• Translate complex financial data into digestible, decision-ready insights for operations, HR, and executive leadership.
• Create and maintain dashboards and business intelligence reports that tie financial outcomes to census and productivity KPIs.
• Perform scenario planning and multi-year financial modeling to support strategic decisions.
• Assist in developing capital planning and facility expansion/renovation forecasts.
  
  

Financial Management & Reporting

• Oversees reporting software.
• Provide meaningful, timely, and accurate financial information for decision-making.
• Consult with leadership on budget tracking and analysis; examine historical trends and forecast implications.
• Oversee the generation of monthly financial statements for each center, entity, and the consolidated corporation.
• Analyze variances to ensure accurate allocations and alignment with budget expectations.
• Collaborate with CFO, finance, and operations to develop and refine accounting policies and procedures.
• Implement internal financial controls in accordance with GAAP, regulatory standards, and risk best practices.
  
  

Employee Performance & Development

• Foster a positive work environment that attracts and retains top finance talent.
• Delegate effectively and ensure cross-training for functional redundancy.
• Recruit, coach, and develop finance staff to uphold Optalis' cultural and professional standards.
• Promote continuous learning and high-performance expectations.
• Support engagement and collaboration across departments to maintain strong interdepartmental relations.
  
  

Organizational Competencies

• Customer Service
• Expectations Management
• Communication Skills
• Team Player
• Reliability & Accountability
• Functional Knowledge & Learning
• Creative Problem Solving
• Conflict Resolution
  
  

Functional Competencies

• Project Management
• Vendor Management
• Fiscal/Budget Management
• Financial Management & Reporting
• Compliance & Risk Management
• Employee Performance & Development
  
  

Personal Attributes

• Strong Negotiation Skills
• Ability to Influence Others
• Effective Time Management
• Adaptability & Change Management
• Excellent Planning & Organizational Skills
• High Integrity & Ethical Standards
• Analytical Thinking
• Results-Oriented Mindset
  
  

Education

Qualifications Required

• Bachelor’s degree in accounting or finance required
  
  

Experience

• 5+ years of progressive experience in Accounting and Finance
• Healthcare, post-acute, or long-term care experience preferred
• Experience in capital financing highly desired
• Demonstrated success in both short- and long-term strategic financial planning
• Strong working knowledge of GAAP and financial reporting standards
• Familiarity with financial system implementation, maintenance, and conversions
• Prior experience integrating finance with operational data for improved performance tracking
  
  

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