Financial Planning & Analysis Manager - Captis

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Summary:

In this role, you will deliver strategic financial analysis and insights that drive Captis' operational and growth objectives. You will oversee financial planning, reporting, and forecasting for assigned functional areas, maintaining a comprehensive five-year proforma and annual budget. You will partner closely with Captis leadership, accounting, and cross-functional teams to assess risks, ensure financial accuracy, and support informed decision-making. You will also lead financial modeling and scenario analysis to evaluate the financial impact of key initiatives across innovation, pharmacy, indirect and purchased services, and other strategic programs.

Responsibilities:

• Lead annual budget and proforma development for Captis, LLC, ensuring alignment with organizational strategy and long-range financial objectives.

• Lead financial reporting, planning, and forecasting activities, ensuring accuracy, strategic alignment, and timely delivery of all financial outputs.

• Serve as the finance liaison to assigned business functions, supporting decision-making through financial modeling, risk assessment, and actionable insights.

• Analyze and interpret large, complex data sets to identify trends, risks, and opportunities; perform root cause analyses to uncover issues and develop strategic, data-driven recommendations that support executive decision-making.

• Facilitate comprehensive financial and revenue performance reviews with senior leadership, providing insights, trend analysis, and recommendations.

• Lead revenue acquisition processes through quarterly billing cycles and partner with the Innovation team to design and support revenue-generation programs.

• Collaborate with Captis Finance Committee and leadership to ensure financial transparency and alignment.

• Work cross-functionally with Financial Planning and Analysis counterparts to implement controls and protocols that safeguard financial integrity, define clear lines of responsibility, and ensure cross-training for consistent accounting coverage.

• Oversee financial investment accounts for performance and adjustments, working closely with our investment account advisors.

• Partner with accounting to investigate and resolve financial anomalies

• Execute ad-hoc and special projects to support Captis, LLC operations and strategic initiatives, including merger and acquisition analysis, new product financial modeling, and other priority assignments.

Qualifications:

• Relevant degree in Finance, Accounting, or a related field preferred.

• 5 or more years of relevant experience in financial planning and analysis, with expertise in budgeting, forecasting, and analysis required.

• Strong analytical and problem-solving skills, with the ability to translate complex financial data into actionable insights.

• Experience supporting executive-level financial reporting and presentations.

• Excellent collaboration and communication skills.

• Advanced proficiency in financial modeling and Microsoft Excel; experience with Workday and Adaptive Planning is a plus.

• Knowledge of healthcare industry financial practices preferred.

• Willingness to travel.

Estimated Hiring Range:

This position is also incentive eligible.

Vizient has a comprehensive benefits plan! Please view our benefits here:

http://www.vizientinc.com/about-us/careers

Equal Opportunity Employer: Females/Minorities/Veterans/Individuals with Disabilities

The Company is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law.