Regional Finance Business Partner - Help at Home

Help at Home is the leading national provider of in-home personal care services, where our mission is to enable individuals to live with independence and dignity at home. Our team supports 66,000 clients monthly with the help of 53,000 compassionate caregivers across 12 states. We’re looking for people who care about others, who are willing to listen, lean in and make impactful change. Each role at Help at Home can have a positive impact in supporting our caregivers and clients. If you are someone who leads with passion and integrity and are looking to join a rapidly growing, industry leading team, Help at Home may be a good fit for you.

Job Summary:

Reporting to the Sr. Director of Financial Planning & Analysis, the Regional Finance Business Partner will serve as the primary finance leader for a specific geographic area. This role involves supporting regional and branch management with forecasting, budgeting, KPI reporting, financial statement review and analysis. The objective for this role is to provide Regional Vice Presidents with critical financial and operational decisions while ensuring alignment with the company's overall financial goals. The Regional Finance Business Partner will provide support across all lines of business within the region. 

**This position is primarily remote, with occasional travel to the Chicago, IL headquarters expected once or twice quarter for on-site collaboration and department meetings.

Duties/Responsibilities:

• Works with Regional Vice Presidents/Branch Managers to improve financial acumen and detailed understanding of regional financial statements through training and educating.
• Support regional team through the forecast/budget process and provide financial modeling.
• Collects and analyzes a variety of metrics for implications regarding budget, projects, and program initiatives.
• Effectively synthesizes and summarizes detailed financial data to create meaningful, high-level, results-oriented analysis.
• Identify opportunities to leverage a structured-autonomy model to accelerate new business development.
• Initiate and complete business case proposals for customer retention improvement strategies for each operating division.
• Develop and maintain strong working relationships with Corporate Departments, Retail Regional Presidents, and Executive Leadership.
• Evaluate and quantify new and historical business data.
• Execute controllership and reporting for select business segments.
• Design and propose evidence-based turnover reporting and cost calculation methodologies.
• Ad Hoc business analysis.

Required Skills/Abilities:

• Planning/organizing - the individual is very detail oriented, prioritizes and plans work activities and uses time efficiently.
• Interpersonal skills - the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
• Oral communication - the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
• Written communication - the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
• Problem solving - the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
• Quality control - the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality and confidentiality.
• Adaptability - the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
• Strong Analytical skills.
• Proficient in Microsoft suite; focus on Excel, PowerPoint and Word.

Education and Experience:

• Bachelor's degree in Finance or Accounting, MBA desirable
• CPA and/or MBA or related advanced degree preferred
• CFA (Chartered Financial Analyst) preferred
• Five (5) to Eight (8) years in a similar position with senior financial responsibilities.
• Must have experience in delivering projects and initiatives that deliver measurable financial results with a focus on driving organic growth.
• Healthcare industry experience beneficial but not required
• Working with Private Equity-backed companies beneficial but not required
• Software skills: Advanced skills in Excel and PowerPoint essential; experience in Workday, Oracle/NetSuite, Power BI, or other financial accounting software

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer
• Ability to travel 15% of time; may fluctuate based on business needs

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.

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