Financial Planning & Analysis Lead

Overview

This role involves analyzing and forecasting financial, economic, and other data to provide accurate, timely information for strategic and operational decisions. Responsibilities include overseeing RFPs and M&A financial due diligence, serving as interim CFO for new markets during the RFP process, and supporting Medicaid Finance integration and RFP response activities.

Responsibilities

• Lead financial due diligence and provide input for financial pro forma modeling and assessment
• Serve as interim CFO for new markets during the RFP process
• Represent Medicaid Finance regarding newly acquired company integration efforts
• Support Medicaid Finance’s new market RFP response activities
• Work with the Medicaid Actuary to develop the Return on Invested Capital (ROIC) model
• Analyze the financial implications of proposed investments or other transactions
• Conduct financial modeling, reporting, and budgeting
• Apply insight into the current Medicaid health care regulatory environment and competitive environment, including how components of the business model interrelate to support competitiveness
• Cultivate internal and external business relationships to drive technical knowledge and performance improvement
• Collaborate with corporate HR teams to maintain internal controls on hiring and resource requests for new markets
• Conduct market intelligence by pulling statutory financial statements of competitors

Requirements

• Bachelor’s degree in finance, accounting or related field
• 8 or more years of finance and/or accounting experience, or equivalent
• 2 or more years of project leadership experience
• Experience advising senior leadership on financial strategies
• Experience developing methodologies and criteria to summarize data for complex analyses, including financial modeling and forecasting
• Knowledge of complex accounting and financial transactions for internal and external reporting
• Experience managing special projects across cross-functional partnerships
• Passion for contributing to an organization focused on continuously improving consumer experiences

Preferred Qualifications

• Master’s Degree in Business Administration or a CPA strongly preferred
• Prior health insurance industry experience working in Finance/Accounting

Compensation & Benefits

• Pay range: $104,000 - $143,000 per year
• Eligible for a bonus incentive plan (based on company and/or individual performance)
• Benefits include medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, paid parental and caregiver leave), short-term and long-term disability, life insurance, and other opportunities

Location & Work Schedule

• Scheduled weekly hours: 40
• Remote position with occasional travel to offices for training or meetings may be required

Work at Home Requirements

To ensure Home or Hybrid Home/Office employees’ ability to work effectively:

• Self-provided internet service must meet minimum requirements: download speed of 25 Mbps and upload speed of 10 Mbps
• Wireless, wired cable or DSL connection is suggested
• In certain roles, the minimum recommended internet speed required may not be sufficient for business needs; the employer reserves the right to require associates to upgrade internet service if necessary
• Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information

Application Deadline

• 11-07-2026