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Job Details

Manager Financial Planning amp Analysis

Company name
Apple & Associates, Inc.

80,000 - $100,000

Raleigh, NC
1 hit(s)  


Job ID


Our Story

We are a team of innovators that equip our healthcare partners with

the tools to stay focused on patient experience and engagement while delivering the very best

in quality coordinated care, improved population health management, and increased efficiency

to reduce costs and promote financial success.

Position Summary

This position is responsible for financial reporting, as well as financial profitability analysis and

some limited general ledger maintenance. This position is a key liaison connecting our multiple

business units and reports directly to Controller.


? Create and advance financial and decision-making models and prepare ad-hoc analysis

to support critical initiatives.

? General ledger maintenance for specific accounts.

? Produce and summarize financial and profitability analysis.

? Prepare executive level reporting of metrics and financial results for internal and

external audiences, including Board of Directors.

? Take ownership of the forecasting process and identify areas for improvement,

efficiencies, and automation.

? Support with financial projects such as year-end close, audit, tax package, and budgets.

? Maintain balance sheet integrity and accuracy by verifying, allocating, posting and

reconciling transactions according to schedule.

? Create adjusting journal entries for balance sheet accounts as needed.

? Assist in developing and documenting business processes and accounting policies to

maintain and strengthen internal controls.

? Conduct due diligence.

? Other duties as assigned.


? Bachelor’s degree (B.A.) in Accounting or Finance from accredited college or university;

and five years related experience and/or training; or equivalent combination of

education and experience.

? Advanced knowledge of MS office, specifically Excel.

? Accuracy and attention to detail.

? Excellent communication and organization skills with the ability to multi-task and master

new tasks quickly are essential.

? Ability to read, analyze, and interpret general business periodicals, professional journals,

technical procedures, or governmental regulations.

? Aptitude for numbers and quantitative skills.

? Ability to calculate figures and amounts such as discounts, interest, commissions,

proportions, percentages, and volume.

? Thorough knowledge of basic accounting procedures and principles.

Software Knowledge

? Advanced user of excel

? Proficient at Power Point

? Experience with MS Microsoft Dynamics SL a plus

Company Profile
At Apple & Associates, we understand that relationships are what make us stand apart. Whether you are a client or a candidate, you are an extension of the Apple & Associates’ family. Many of our recruiters have been with the company since its earliest days. They take great pride in the relationships they build; always emphasizing high standards, ethics and quality service. Our President, Debi Apple started her recruiting career in Aiken, South Carolina. She quickly became a top producer and leading authority in recruiting for the medical device, pharmaceutical and consumer product industries. Her passion and drive led her to open Apple & Associates in 1993. Under her leadership, Apple & Associates has grown to be one of the leading recruiting firms in these industries. Our company is proud to represent two of the largest medical device and pharmaceutical companies in the U.S., Covidien (formerly known as Tyco Healthcare) and our first and longtime client, Becton Dickinson. Now headquartered in Chapin, South Carolina, Apple & Associates has offices from coast to coast, offering regional recruiting expertise throughout the U.S. and Latin America. Our searches and permanent placements represent all levels, from CEO to staff level positions.

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