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Financial Planning & Analysis Supervisor 24365 in Greater Milwaukee Area at Baker Tilly Search & Staffing

Date Posted: 5/4/2018

Job Snapshot

Job Description

Financial Planning & Analysis Supervisor

Our client is looking for a Financial Planning & Analysis Supervisor to join their team.  This position is the perfect opportunity to really make an impact with the company.  With a large and growing accounting and finance team, there is significant opportunity for growth and advancement within the organization.  The company boasts a team-oriented culture and provides its’ employees with excellent benefits, flexible schedule, great amenities and equips them with the tools and training necessary to succeed.

The Financial Planning & Analysis Supervisor will work with sales, operations and account services teams to provide information and strategic recommendations to internal teams, clients and potential clients.  Responsibilities will include, but are not limited to, the following:


  • The Financial Planning & Analysis Supervisor will analyze complex financial actions and prepare recommendations for policy, procedure, control, or action.

  • Analyze financial information to determine present and future financial performance.

  • Prepare expected ROI analysis, quarterly and annual customer experience data reviews, and quantify financial impact of company’s services for clients.

  • Serve as a liaison to business partners in pricing. Participate in the pricing function by providing strategic guidance and analysis.

  • Continually assess pricing initiatives; recommend changes to increase effectiveness.

  • Coordinate with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, trended future requirements, and operating forecasts.

  • Assist in the preparation of the annual budget and periodic reforecasts.

  • Provide ad hoc analysis to project teams as assigned.

  • The Financial Planning & Analysis Supervisor will perform other duties as assigned.

Job Requirements



The Financial Planning & Analysis Supervisor will possess the following:


  • The Financial Planning & Analysis Supervisor will have 10+ years of business analytics experience. Healthcare industry experience a plus.

  • A minimum 5 years’ experience supervising and leading a team is required.

  • Strong research and analytic skills.

  • Excellent written and verbal communication skills with the ability to interact with all levels of the organization.

  • The Financial Planning & Analysis Supervisor will have a Bachelors’ degree in Accounting or Finance.

  • CPA preferred.

Equal Opportunity Employer