Associate Director, Financial Planning & Analysis

Overview

An organization specializing in healthcare partnerships is seeking an Associate Director to join their Operations Finance Team. This role involves providing financial expertise and analytical support to operational leadership, focusing on financial modeling, headcount forecasting, and translating operational data into actionable business insights.

Responsibilities

• Build and maintain headcount models, financial packages, and business intelligence/KPIs
• Report on recent performance and trends to Operations and Finance leadership during monthly meetings and other forums
• Serve as a subject matter expert for Operations, supporting ad hoc analyses and data requests
• Identify and investigate unexpected variances or trends in collaboration with business leaders
• Develop creative, data-driven solutions to operational challenges
• Continuously improve financial models to reflect business growth, new product offerings, and operational efficiencies
• Provide business updates and process recommendations to cross-functional teams such as Talent, Workday, and Enterprise FP&A
• Contribute to annual budgeting, monthly forecasting, and corporate planning in coordination with Enterprise FP&A
• Support department budget owners with monthly reports, job requisition support, and department P&L forecasting
• Collaborate with other Finance teams, including Accounting, to maintain accurate forecasting and assist with month-end variance analyses

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or a related quantitative field, or equivalent experience
• 3-5 years of experience as an Associate Director or Senior Analyst in corporate finance (FP&A), investment banking, or a similar finance role with substantial financial modeling experience
• Extensive experience with Microsoft Excel
• Experience creating dynamic executive-level dashboards with drop-downs, visuals, and summaries to distill complex data into actionable insights
• Strong documentation and version control skills for iterative change analyses
• Ability to work independently and manage multiple work streams and stakeholders
• Exceptional attention to detail and accuracy
• Strong analytical skills with a proven ability to translate financial information into business analytics and recommendations

Preferred Qualifications

• Experience with Adaptive Insights and reporting tools such as Power BI or Tableau
• Exposure to healthcare, pricing, or operational analytics
• Ability to thrive in a growth-driven, changing environment

Technical Requirements

• High-speed internet connection over 10 Mbps at home
• For call center employees, the ability to connect directly to the home internet router

Hiring Process

Candidates will undergo identity verification steps including submission of a government-issued photo ID, background checks, in-person I-9 verification, and may be subject to drug screening prior to employment. Final interviews may require onsite attendance. Use of artificial intelligence tools during interviews is prohibited and monitored. Misrepresentation will result in disqualification.

Compensation & Benefits

• Expected base salary range: $115,000
• Comprehensive benefits package including health insurance for qualifying employees
• Compensation is based on skills and experience and may vary above or below the stated amount

Equal Opportunity

The employer is an equal opportunity organization and considers all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.