Financial Planning and Analysis Manager

Vivos Holdings is committed to leading enterprise-wide financial planning efforts. Our mission is to provide coordinated leadership in budgeting, forecasting, and capital allocation, fostering a culture of collaboration and excellence.

About the Role

The Manager, Financial Planning & Analysis is responsible for leading enterprise-wide financial planning efforts. This position will serve as a key financial partner across Vivos Holdings and its operating companies.

Responsibilities

Financial Planning and Analysis

• Oversees and coordinates budgeting, forecasting and financial planning processes across Vivos Holdings and its operating companies.
• Oversees and coordinates consolidated budgeting and forecasting processes across Vivos Holdings and its operating companies.
• In conjunction with business unit leaders, develops budgets and forecasts for certain Vivos affiliates.
• Develops multi-year scenario-based financial models and reporting tools to monitor performance, ensure compliance with debt covenants, project growth and support strategic decision-making.
• Provides timely, actionable insights to senior leadership and stakeholders to guide financial strategy and optimize financial returns.
• Ensures alignment and transparency across corporate and divisional financial plans, establishing meaningful dashboards and performance trackers to effectively communicate progress toward achievement of short- and long-term financial objectives.

Capital Allocation and Investment Strategy

• In conjunction with the Chief Financial Officer, responsible for developing, overseeing and implementing a disciplined, multi-year, organization-wide capital allocation and investment strategy, focused on optimizing risk-adjusted returns that exceed established financial objectives.
• Partners with the Chief Financial Officer to design and implement a disciplined, multi-year, organization-wide capital allocation strategy.
• Evaluates investment opportunities across all operating companies with a focus on optimizing risk-adjusted returns.
• Analyzes capital expenditures, return on investment initiatives, and strategic funding requirements, working with the operating companies to establish ongoing maintenance capital requirements and developing key investment criteria.
• Monitors liquidity and working capital trends to support enterprise objectives.

Cross-Functional Coordination

• Collaborates with finance teams at Vivos Holdings and its operating businesses to ensure cohesive financial analysis, budgeting, forecasting and reporting.
• Manages a high-performance FP&A function, driving best practices across the organization.
• Supports the Chief Executive Officer, the Chief Financial Officer and senior management with board presentations, investor communications, and strategic planning activities.

Qualifications

• Minimum Bachelor’s degree (B.A. or B.S.) or equivalent in Finance, Economics, or Accounting; MBA or CPA highly preferred.

Required Skills

• Strong attention to detail and sense of urgency.
• Excellent communication skills -- both written and oral.
• Critical thinking - using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Time management - ability to prioritize workload and manage one’s own time.
• Experience coordinating across multiple business units or operating companies.
• Proven ability to drive enterprise-level financial planning and transaction execution.
• Expertise in financial modeling, valuation techniques, and strategic forecasting.
• Strong interpersonal skills for cross-functional collaboration and executive-level influence.
• Commitment to excellence and high standards.

Limited travel required.

Equal Opportunity Statement

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 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.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.