Delta Dental of Minnesota

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Financial Planning and Reporting Manager

at Delta Dental of Minnesota

Posted: 9/24/2019
Job Reference #: 329

Job Description

Location:
Minneapolis, MN

Employment duration:
Full-time (40 hrs)

FLSA Status:
Exempt

GENERAL SUMMARY

Responsible for management of the Financial Management Reporting and Analysis, Board Reporting, Annual Planning and forecasting, sales tax filings and other special financial analysis projects within the Finance/Accounting department. Responsible to assure appropriate cost allocations and supporting documentation for various legal reporting entities.  Provides support to the CFO, CAO and Finance Director for Budgeting. 

ESSENTIAL FUNCTIONS

1. Manage the assigned staff to ensure the following functions (as assigned) are completed within required (expected) guidelines or performance levels:

  1. For-profit sales tax filings according to required deadlines
  2. Assist in the development of new financial reporting operations for new entities
  3. Monthly cost center expense reporting and variance analysis
  4. Management and maintenance of reporting and forecasting tool (Adaptive)  and processes
  5. Financial analysis and reconciliations for assigned functions
  6. Board of Directors reporting and presentation development in support of CFO
  7. Manage the annual budget and planning process for the Stratacor entity

2. Supervision of staff, including:

  1. Hiring of competent, qualified staff
  2. Training and on-going development of staff
  3. Coordination of job accountabilities and workloads
  4. Preparation of annual staff performance evaluations, including recommendation of promotions and salary increases. On-going performance management including recommendations of disciplinary actions, employee development plans, etc. to assure staff are appropriately developed and matched with position requirements.
  5. Preparation of annual staff incentive plans for each staff member, and monitoring/reporting of staff members’ status on meeting their incented goals.

3. Handle daily service issues, questions and problems related to the assigned functions within the Finance department, including support to Sales, Marketing and Product, as needed.

4. Special projects as assigned.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

1. Strong leadership and interpersonal skills.

2. Effective verbal and written communication skills.

3. Strong analytical skills with Financial/Accounting related data.

4. Must possess the ability to effectively organize and prioritize personal and staff workloads and manage time accordingly.

5. Significant prior experience with personal computer operation, with strong skills in using Microsoft Office applications (Excel, Word, Access).  Intermediate to advanced level of ability with spreadsheet program (Excel) and a minimum of 5 to 7 years of recent comprehensive experience with a computerized accounting system.

6. Prior experience with Oracle Financials system is preferred.

REQUIRED EDUCATION AND EXPERIENCE

1. Bachelor (4 year) Accounting/Finance or related degree.

2. CPA, CMA and/or MBA is desirable.

3. Types and terms of experience required:

  1. General Accounting/Finance Experience, including: 6 to 8 years
  • Supervision                              Preferred (1 to 2 years)
  • Budget Planning & Analysis    2 to 3 years
  • Financial Reporting                 Minimum of 3 years
  • Cost Accounting                       2 to 3 years

4. Health Care Industry Experience        Preferred (1 to 2 years)

WORK ENVIRONMENT/PHYSICAL DEMANDS

Travel Requirements : Minimal

Weight Lifting Requirements : 20 lbs

RELATIONSHIPS

  1. Reports To :  Director of Accounting
  2. Directly Manages :  1-3  Financial/Sr Financial Analysts
  3. Internal Relationships :  Finance and Accounting Dept staff, Senior Management, all levels of personnel from other divisions.
  4. External Relationships :  Audit & tax personnel from independent accounting firms, various Federal/State departments and other regulatory agencies or associations.

GENERAL SUMMARY


Responsible for management of the Financial Management Reporting and Analysis, Board Reporting, Annual Planning and forecasting, sales tax filings and other special financial analysis projects within the Finance/Accounting department. Responsible to assure appropriate cost allocations and supporting documentation for various legal reporting entities.  Provides support to the CFO, CAO and Finance Director for Budgeting. 


ESSENTIAL FUNCTIONS


1. Manage the assigned staff to ensure the following functions (as assigned) are completed within required (expected) guidelines or performance levels:

  1. For-profit sales tax filings according to required deadlines
  2. Assist in the development of new financial reporting operations for new entities
  3. Monthly cost center expense reporting and variance analysis
  4. Management and maintenance of reporting and forecasting tool (Adaptive)  and processes
  5. Financial analysis and reconciliations for assigned functions
  6. Board of Directors reporting and presentation development in support of CFO
  7. Manage the annual budget and planning process for the Stratacor entity

2. Supervision of staff, including:

  1. Hiring of competent, qualified staff
  2. Training and on-going development of staff
  3. Coordination of job accountabilities and workloads
  4. Preparation of annual staff performance evaluations, including recommendation of promotions and salary increases. On-going performance management including recommendations of disciplinary actions, employee development plans, etc. to assure staff are appropriately developed and matched with position requirements.
  5. Preparation of annual staff incentive plans for each staff member, and monitoring/reporting of staff members’ status on meeting their incented goals.

3. Handle daily service issues, questions and problems related to the assigned functions within the Finance department, including support to Sales, Marketing and Product, as needed.

4. Special projects as assigned.


REQUIRED KNOWLEDGE, SKILLS AND ABILITIES


1. Strong leadership and interpersonal skills.

2. Effective verbal and written communication skills.

3. Strong analytical skills with Financial/Accounting related data.

4. Must possess the ability to effectively organize and prioritize personal and staff workloads and manage time accordingly.

5. Significant prior experience with personal computer operation, with strong skills in using Microsoft Office applications (Excel, Word, Access).  Intermediate to advanced level of ability with spreadsheet program (Excel) and a minimum of 5 to 7 years of recent comprehensive experience with a computerized accounting system.

6. Prior experience with Oracle Financials system is preferred.


REQUIRED EDUCATION AND EXPERIENCE


1. Bachelor (4 year) Accounting/Finance or related degree.

2. CPA, CMA and/or MBA is desirable.

3. Types and terms of experience required:

  1. General Accounting/Finance Experience, including: 6 to 8 years
  • Supervision                              Preferred (1 to 2 years)
  • Budget Planning & Analysis    2 to 3 years
  • Financial Reporting                 Minimum of 3 years
  • Cost Accounting                       2 to 3 years

4. Health Care Industry Experience        Preferred (1 to 2 years)


WORK ENVIRONMENT/PHYSICAL DEMANDS


Travel Requirements : Minimal

Weight Lifting Requirements : 20 lbs


RELATIONSHIPS


  1. Reports To :  Director of Accounting
  2. Directly Manages :  1-3  Financial/Sr Financial Analysts
  3. Internal Relationships :  Finance and Accounting Dept staff, Senior Management, all levels of personnel from other divisions.
  4. External Relationships :  Audit & tax personnel from independent accounting firms, various Federal/State departments and other regulatory agencies or associations.


GENERAL SUMMARY

Responsible for management of the Financial Management Reporting and Analysis, Board Reporting, Annual Planning and forecasting, sales tax filings and other special financial analysis projects within the Finance/Accounting department. Responsible to assure appropriate cost allocations and supporting documentation for various legal reporting entities.  Provides support to the CFO, CAO and Finance Director for Budgeting. 

ESSENTIAL FUNCTIONS

1. Manage the assigned staff to ensure the following functions (as assigned) are completed within required (expected) guidelines or performance levels:

  1. For-profit sales tax filings according to required deadlines
  2. Assist in the development of new financial reporting operations for new entities
  3. Monthly cost center expense reporting and variance analysis
  4. Management and maintenance of reporting and forecasting tool (Adaptive)  and processes
  5. Financial analysis and reconciliations for assigned functions
  6. Board of Directors reporting and presentation development in support of CFO
  7. Manage the annual budget and planning process for the Stratacor entity

2. Supervision of staff, including:

  1. Hiring of competent, qualified staff
  2. Training and on-going development of staff
  3. Coordination of job accountabilities and workloads
  4. Preparation of annual staff performance evaluations, including recommendation of promotions and salary increases. On-going performance management including recommendations of disciplinary actions, employee development plans, etc. to assure staff are appropriately developed and matched with position requirements.
  5. Preparation of annual staff incentive plans for each staff member, and monitoring/reporting of staff members’ status on meeting their incented goals.

3. Handle daily service issues, questions and problems related to the assigned functions within the Finance department, including support to Sales, Marketing and Product, as needed.

4. Special projects as assigned.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

1. Strong leadership and interpersonal skills.

2. Effective verbal and written communication skills.

3. Strong analytical skills with Financial/Accounting related data.

4. Must possess the ability to effectively organize and prioritize personal and staff workloads and manage time accordingly.

5. Significant prior experience with personal computer operation, with strong skills in using Microsoft Office applications (Excel, Word, Access).  Intermediate to advanced level of ability with spreadsheet program (Excel) and a minimum of 5 to 7 years of recent comprehensive experience with a computerized accounting system.

6. Prior experience with Oracle Financials system is preferred.

REQUIRED EDUCATION AND EXPERIENCE

1. Bachelor (4 year) Accounting/Finance or related degree.

2. CPA, CMA and/or MBA is desirable.

3. Types and terms of experience required:

  1. General Accounting/Finance Experience, including: 6 to 8 years
  • Supervision                              Preferred (1 to 2 years)
  • Budget Planning & Analysis    2 to 3 years
  • Financial Reporting                 Minimum of 3 years
  • Cost Accounting                       2 to 3 years

4. Health Care Industry Experience        Preferred (1 to 2 years)

WORK ENVIRONMENT/PHYSICAL DEMANDS

Travel Requirements : Minimal

Weight Lifting Requirements : 20 lbs

RELATIONSHIPS

  1. Reports To :  Director of Accounting
  2. Directly Manages :  1-3  Financial/Sr Financial Analysts
  3. Internal Relationships :  Finance and Accounting Dept staff, Senior Management, all levels of personnel from other divisions.
  4. External Relationships :  Audit & tax personnel from independent accounting firms, various Federal/State departments and other regulatory agencies or associations.