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 Under the general direction of the Senior Director, Strategic Finance, or Exec. Dir, Finance & Controller-CWM this position will work collaboratively with finance staff and Business Units within CWM to bring financial leadership, process improvement and support strategy development.

Oversee financial operations including: financial reporting and analysis, budget development and monitoring, and the invoicing of client agencies for services based upon Interagency Service Agreement (ISA), Memorandum of Understanding (MOU), and other contractual agreements.
Drive  projection process, including review of team-submitted forecasts, integration with other data sources, and communication of results and implications to management.
Monitor financial operations monthly at the project and Business Unit level and compare to approved budgets for assigned program units.  Work with program leads to identify any potential adjustments needed and/or reasons for budget variances.
Develop, implement and oversee fiscal systems such as cost-accounting, program budgeting and forecasting, common service chargeback, accounts receivable, accounts payable, purchasing and budget forecasting systems that meet the needs of multiple programs while developing appropriate relationships to State, Federal, and the University system.
Direct the fiscal affairs of BUs programs including the development and preparation of annual budgets, monthly and quarterly financial reports, annual profit and loss forecasts, and annual capital budgets. Review and approve commitments and expenditures against approved budget.
Work with Directors of assigned Program/Unit to establish and maintain strong relationships with clients and customers, as needed.
Develop complex financial models for budgeting, forecasting, and long-range planning related to strategic initiatives including new product development, product pricing, partnerships, renewal strategy, and other opportunities to drive growth and improve profitability.
Review and analyze financial operation's business processes and workflows; and identify, develop and implement areas for streamlining and improvements, including automation and systems controls, to reduce manual tasks and controls.
Review financial statements and other performance data to measure productivity and goal achievement, and to determine areas needing cost reduction and program improvement.
Design, implement, and maintain a core data system that consolidates data, monitors financial performance linked to specific indicators, and generates reports.
Oversee and support Compensation Review Committee submissions.
Analyze proactively and interpret key performance metrics, and statistical, financial, and accounting information. Identify and communicate trends, patterns and events that may be of interest or concern to leadership for CWM.
Implement financial management systems to address decision-making ensuring the financial resource requirements of the organizations are met. 
Lead financial market research activities to evaluate competitors, inform approaches to cost modeling, and increase competitive edge.
Lead financial risk management efforts to maximize revenue and margin through ongoing analysis of resources, pricing models and re-engineering opportunities; evaluate new business opportunities from cost and long-term sustainability perspective.
Influence decision making with objective and data-driven financial and strategic frameworks.
Drive continual process improvements and optimize recurring deliverables.
Develop and implement performance initiatives designed to optimize and maximize revenue/margin from the programs.
Maintain reporting systems that provide the ability for executives and senior staff to oversee program service delivery and for staff to be accountable and accurate in their duties.

REQUIRED EDUCATION
Bachelors Level Degree in Finance, accounting, a related field, or equivalent experience.
Certified Public Account (CPA), Certified Management Account (CMA), or equivalent certification(s).
 
REQUIRED WORK EXPERIENCE
10+ years of progressively responsible experience in a financial related position.
5 + years of management experience
Expertise to acquire, manage and analyze financial documents and results.
Ability to work with staff at various levels to ensure effective operations to maintain accurate records and use discretion in handling confidential information.
Demonstrated ability to meet reporting deadlines.
Proficient in Microsoft Office software applications (Microsoft Access and Excel - including modeling, macros, and complex formulas).
Demonstrated communication and presentation skills including to Executive Leadership
Experience with pricing models and business proposals.
Demonstrated organizational, interpersonal and problem-solving skills required.
Demonstrated leaderships skills including the ability to build productive teams and motivate individuals at all levels of the organization in the pursuit of common objectives
Ability to work in a team environment providing high quality customer service.
High level of diplomacy and discretion.
 
PREFERRED EDUCATION
Master's Level Degree or equivalent.
 
PREFERRED WORK EXPERIENCE
11- 13+ years previous financial experience working in healthcare, consulting, academic or insurance industries.
Previous experience working with Financial Systems (PeopleSoft).