FP&A Systems and Reporting Manager

Overview

As the nation’s leading provider of high-quality home care services, we empower our clients to live independently, safely, and with dignity in their own homes. The home is more than a place – it’s the center of health, care coordination, and Meaningful Moments that transform lives.

The Manager, FP&A Systems & Reporting owns the integrity, governance, and performance of FP&A's planning and reporting systems (PBCS and related tools) and owns the strategy and standards for standardized, automated reporting and dashboards. This role sets direction, priorities, and quality standards, and directs the hands-on build and maintenance work ensuring FP&A's data, models, and tools remain trusted, well-controlled, and scalable.

Our Benefits:

• Comprehensive medical, dental, and vision coverage

• 401(k) retirement plan

• Paid time off and holidays

• Employee assistance programs and wellness initiatives

• Flexible options to support a balanced life

Responsibilities

What You'll Do:

• Serve as system administrator for PBCS (Planning and Budgeting Cloud Service), managing configuration, security, workflow, and metadata.

• Define and manage FP&A data and system ownership, review protocols, and reconciliation standards.

• Share ownership of and assist with maintaining FP&A models, including Market, FSC, and Consolidation tools, partnering with other teams involved to support accuracy and version control.

• Establish controls and review cadences to safeguard data integrity across planning and reporting systems.

• Partner with IT and system vendors on upgrades, enhancements, integrations, and issue resolution.

• Own the standardized dashboard (Power BI), KPI view, and executive analytics strategy, bringing integrity, consistency, and accuracy to how metrics are defined, sourced, and reported.

• Partner directly with the Senior Financial Analyst on Power BI dashboard design and development, reviewing builds and providing hands-on guidance.

• Own the roadmap to reduce manual Excel-based reporting and reconciliation, directing automation efforts.

• Set reporting standards and templates to ensure consistency across the FP&A organization.

• Manage and develop the Reporting & Data Analytics Lead role, including workload prioritization and career development.

Qualifications

What You'll Bring:

• High proficiency in financial modeling and advanced Excel functions.

• Ability to create executive-level dashboards and presentations in PowerPoint.

• Strong analytical, data analysis, and problem-solving skills.

• Excellent written and verbal communication, and interpersonal skills.

Education and Experience:

• Bachelor's degree in Finance, Accounting, Information Systems, or related field.

• 5+ years of FP&A, financial systems, or reporting experience; prior team leadership preferred.

• Hands-on experience administering PBCS/Hyperion or a comparable EPM platform required.

• Strong proficiency in Power BI and advanced Excel; SQL or data modeling experience a plus.

• Track record of building controls, standardizing processes, and driving automation.

• Strong communication skills and ability to partner with IT, finance, and business stakeholders.

Physical Requirements:

• Sedentary – ability to remain in a stationary position for extended periods of time.

• Ability to communicate effectively and clearly with others to exchange information.

Travel Requirements:

• Annual travel

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.

Help At Home is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, disability, veteran status, genetic data, or religion or other legally protected status.

Pay Range

USD $110,000.00 - USD $140,000.00 /Yr.