Finance Manager

Company

Compassus

Position Summary

The Finance Manager is responsible for modeling the Compassus values of Compassion, Integrity, Excellence, Teamwork, and Innovation and for promoting the Compassus philosophy, using the 6 Pillars of Success as the foundation. S/he is responsible for upholding the Code of Ethical Conduct and for promoting positive working relationships within the company, among all departments, and all external stakeholders. The Finance Manager is responsible for the analysis and reporting of financial performance across the organization. This position develops and conducts complex financial analyses to support operational and strategic objectives.

Key Responsibilities

Three-Statement Modeling:

• Develop and maintain comprehensive three-statement financial models (Income Statement, Balance Sheet, Cash Flow Statement) to support decision-making and strategic planning.
• Ensure models are updated regularly with actual financials, forecasts, and strategic changes.
• Analyze financial trends and variances, providing actionable insights to senior management.
  
  

Private Equity Firm Communication

• Serve as a key point of contact for communication with private equity stakeholders, ensuring transparency and alignment on financial performance and strategic initiatives.
• Prepare detailed financial reports and presentations for investor meetings and board reviews.
• Address and resolve any inquiries or concerns raised by private equity partners.
  
  

Joint Ventures

• Analyze and support financial aspects of joint venture agreements, including structuring, valuation, and performance monitoring.
• Collaborate with internal teams and joint venture partners to align on financial goals and reporting requirements.
• Evaluate the financial impact of potential joint ventures and provide recommendations.
  
  

Long Range Planning

• Assist in the long-range financial planning process, including the development of multi-year financial forecasts and strategic plans.
• Identify and evaluate key drivers of long-term value creation and risk mitigation.
• Collaborate with cross-functional teams to ensure alignment between financial plans and business strategy.
  
  

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CFA designation is a plus.
• Minimum of 5 years of experience in financial planning and analysis, with a strong emphasis on three-statement modeling.
• Experience working with private equity firms and understanding of private equity investment structures and reporting.
• Proven track record in managing joint ventures and complex financial agreements.
• Strong analytical skills, with the ability to interpret complex data and provide strategic recommendations.
• Excellent communication and interpersonal skills, with the ability to interact effectively with senior executives, investors, and other stakeholders.
• Advanced proficiency in financial software and tools (e.g., Excel, financial modeling platforms, ERP systems).
• Investment Banking or Transaction Advisory experience strongly preferred
  
  

Skills

• Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percentage.
• Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from leaders, team members, investors, and external parties. Strong written and verbal communications. Ability to turn data into information and effectively narrative a story to influence company leadership and peers to take action.
• Other Skills and Abilities: Ability to understand, read, write, and speak English. Articulates and embraces integrated healthcare at home philosophy. Strong critical thinking skills and attention to detail. Ability to work in ambiguity and manage multiple deadlines.
  
  

Physical Demands and Work Environment: The demands of this role necessitate a team member to effectively perform essential functions. Adaptations can be made to accommodate team members with disabilities. Regular standing, walking, and manual dexterity are fundamental, along with the ability to lift and move objects up to 25 pounds. Visual acuity requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. This description provides a general overview and may vary by role and department, capturing the nuanced demands and conditions inherent to positions in our organization.

At Compassus, including all Compassus affiliates, diversity, equity, and inclusion are fundamental to our Pillars of Success. We are committed to creating a fair work environment where our team members feel welcomed, highly valued, and respected. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.