Sr Director, Financial Planning and Analysis - Luminare Health

At Luminare Health , our employees are the cornerstone of our business and the foundation to our success. We empower employees with curated development plans that foster growth and promote rewarding, fulfilling careers.

Join HCSC and be part of a purpose-driven company that will invest in your professional development.

Job Responsibilities:

Own organization-wide planning, forecasting, and financial reporting processes:

• Responsible for managing annual planning timeframes, processes, and key deliverables. This includes developing and maintaining accurate human capital and revenue models, project costing and ROI analysis, ratio-based and point specific expense projections, and headcount analysis and projections. This also includes managing and maintaining effective version controls and reporting partitions as well as supporting the creation of executive and board-level financial presentations.
• Responsible for managing ongoing financial forecasting and reporting which includes maintaining and updating the activities mentioned above on a monthly / quarterly basis.
• Maintain organization-wide schedules and communications regarding plan and forecast deadlines, expectations, inputs, outputs, and deliverables.

Incorporate financial inputs and outputs into broader organizational activities:

• Responsible for monthly financial reviews with business leaders: inform stakeholders of financial results and responsibilities and utilize business feedback around underlying and evolving business and market trends and activities to inform organization wide financial and operational forecasts and plans.
• Partner with Underwriting, Pricing, and Product teams and utilize expense and revenue model outputs to inform business decisions.
• Partner with business leaders across Luminare Health to support human capital modeling and hiring plans.

Partner with stakeholders and subject matter experts to lead the effective use of Workday Financials, Adaptive, and related integrated systems and workflow solutions:

• Manage data flow to/from Adaptive, support data flow to/from Workday.
• Responsible for Luminare Health's planning and forecasting platform; work with HCSC support to manage Adaptive architecture, access, and integrations
• Ensure that Adaptive system processes are complete, accurate and timely; troubleshoot and validate correction of system errors and outages. Support ongoing system reviews, testing and upgrades.
• Develop solutions to address short and long-term issues related to system pain points.
• Collaborate with CFO and Finance team to "think outside the box" to optimize Adaptive and other financial analysis planning and reporting tools to support product development, segmentation, and other business changes.
• Leverage business and finance knowledge to identify opportunities for process improvements.
• Responsible for identifying opportunities to enhance technology and innovation that will improve departmental effectiveness.

Lead financial planning and analysis team:

• Maintain effective processes and documentation.
• Develop knowledge redundances for key FP&A and financial system activities.
• Evaluate and update team knowledge, capabilities, and system resources to adequately support evolving business needs.
• Manage and support the ongoing development of direct reports; create succession planning.

Minimum Requirements:

• Bachelor's degree in Finance, Accounting, Economics, or related
• 10 years of related experience
• 2 years of supervisory or management experience
• 4 years of experience supporting Workday Core Financials and Adaptive Planning and Forecasting, or similar general ledger and financial planning platforms
• Strong, demonstrable knowledge in the application, support, and modification of technology to maintain, analyze, and improve accounting and financial planning and analysis processes and system capabilities.
• Must have excellent understanding of Financial planning, forecasting, trending and variance analysis, modeling, and reporting
• Must have expertise in analyzing financial and operational data and providing actionable business insight and guidance to business leadership
• Must possess outstanding customer service skills, including timely responses, communication to business partners regarding prioritization of multiple projects/tasks, clear explanation of complex financial analysis insight, and the ability to help the business partners define and understand their financial responsibilities on an ongoing and evolving basis.
• Create, change, review and recommend processes.
• Excellent analytical, problem solving, time management, prioritization, organization, and adaptability skills.
• Ability to resolve technical financial reporting, forecasting and analysis issues while maintaining a positive work environment.
• Must be proficient in MS Office, especially Excel.

Preferred

• MBA

*This is a hybrid role, based in Rosemont, IL

Are you being referred to one of our roles? If so, ask your connection at HCSC about our Employee Referral process!

We are an Equal Opportunity Employment employer dedicated to providing a welcoming environment where the unique differences of our employees are respected and valued. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristics.

Pay Transparency Statement:

At Luminare, you will be part of an organization committed to offering meaningful benefits to our employees to support their life outside of work. From health and wellness benefits, 401(k) savings plan,pension plan, paid time off, paid parental leave, disability insurance, supplemental life insurance, employee assistance program, paid holidays, tuition reimbursement, plus other incentives, we offer a robust total rewards package forassociates.

The compensation offered will vary depending on your job-related skills, education, knowledge, and experience. This role aligns with an annual incentive bonus plansubject to the terms and the conditions of the plan.

Min to Max Range:

Exact compensation may vary based on skills, experience, and location.