Lead financial reporting partner - epm

Description

The Partner, Consolidations & Reporting – Operations leads the end-to-end delivery of financial reporting and planning processes within Oracle EPM, ensuring accurate, timely, and insight-driven outputs for senior leadership. This role owns standardized reporting for business reviews, board, and investor communications, while overseeing budgeting, forecasting, and consolidated reporting activities. Partnering closely with Finance, Accounting, Corporate Planning, and IT, the role drives system enhancements, ensures data integrity, and delivers actionable financial analysis to support strategic decision-making. This position also supports special projects and serves as a key backup to the Director of Consolidations & Reporting.

Company Overview: Envision Healthcare is a leading national medical group focused on delivering high-quality care to patients when and where they need it most. You’ll find clinicians and clinical support professionals across the nation who are proud to call Envision home. We welcome teammates of every background and work in communities that reflect the racial, ethnic, gender, sexual orientation, and economic diversity of our country.

Benefits: At Envision Healthcare, we offer benefits at the speed of your life. Our wide range of health and welfare benefits allow you to choose the right ones for you and your family. Best of all, qualifying employees are eligible to enroll from day one, so you can rest easy knowing you and your loved ones are protected. Envision Healthcare offers a variety of health and welfare benefit options to help protect your health and promote your wellbeing. The benefits offered include but not limited to: Medical, Dental, Vision, Life, Disability, Healthcare FSA, Dependent Care FSA, Limited Healthcare FSA, FSAs for Transportation and Parking & HSAs. Paid Time Off: Envision Healthcare offers paid time off, 9 observed holidays and paid family leave. You accrue Paid Time Off (PTO) each pay period and depending on your position and can earn a minimum of 20 days and up to 25 days per calendar year.

Responsibilities

• Leads the end-to-end delivery of financial reporting, planning, budgeting, forecasting, and consolidated reporting processes within Oracle EPM, ensuring timely, accurate, and actionable outputs that support business decision-making.
• Owns the development and preparation of standardized reporting and presentation materials for monthly business reviews, board meetings, investor reporting, and other executive-level communications, ensuring clarity, accuracy, and strategic relevance.
• Partners with Clinical Operations, Corporate Finance, and Corporate Planning to support budgeting, forecasting, run-rate analyses, and multi-year projections, delivering accurate data and insights to support strategic planning initiatives.
• Analyzes complex financial and operational data, develops meaningful analytics and ad hoc reporting, and provides recommendations and presentations to the CFO and senior leadership for financial, operational, and strategic reviews.
• Oversees Oracle EPM system administration and readiness, including system configurations, forms, business logic, data integrations, processing calendars, and system locking/unlocking activities to support accurate planning and reporting processes.
• Serves as the primary liaison with AIS and IT teams to drive system enhancements, optimize FP&A workflows, improve reporting capabilities, and strengthen data integrity across financial systems.
• Collaborates with Accounting and Finance teams to track, validate, and reconcile management adjustments, ensuring accurate mapping and reporting within consolidated financial results.
• Supports finance leadership and management on special projects, due diligence activities, and strategic initiatives by providing advanced financial analysis, modeling, and recommendations.
• Serves as the primary backup to the Director of Consolidations & Reporting, ensuring continuity of reporting, planning, and system administration responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential responsibility satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required.

• Extensive experience in managing the reporting and planning architecture & processes within the Oracle EPM System (Minimum 5 Years)
• Demonstrated success leading large-scale, high-impact financial reporting initiatives and cross-functional collaborations in a complex organization
• Advanced analytical and critical thinking capabilities; adept at synthesizing complex financial data into clear, actionable insights for executive stakeholders
• Strong verbal and written communication skills required. Must be detail oriented and organized.
• High integrity, including maintenance of confidential information.
• Possess a history of driving improvements through automation, system integration, and process optimization using complex enterprise level financial systems
• Strong experience in Microsoft Office Suite Tools (Excel, PowerPoint, Power BI) and other reporting and/or business intelligence reporting tools
• Highly organized and detail oriented

Education/Experience

Bachelor's Degree from four-year college or university in a Finance, Accounting, or related field required. 6 years experience in Finance related field required Experience in large, complex organizations and healthcare organizations preferred.

If you are ready to join an exciting, progressive company and have a strong work ethic, join our team of experts! We offer a highly competitive salary and a comprehensive benefits package. Envision Healthcare uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify . Envision Healthcare is an Equal Opportunity Employer.