Financial Planning & Analysis Lead

Overview

This role analyzes and forecasts 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 and serving as interim CFO for new markets during the RFP process.

Responsibilities

• Lead financial due diligence and provide input and assessment for financial pro forma models
• Serve as interim CFO for new markets during the RFP process
• Represent Medicaid Finance regarding newly acquired company integration efforts
• Support Medicaid Finance with new market RFP response activities
• Partner with the Medicaid Actuary in the development of the Return on Invested Capital (ROIC) model
• Analyze the financial implications of proposed investments and 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 source 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
• Bonus incentive plan eligibility
• 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
  • Other opportunities supporting whole-person well-being

Location

• Remote position (work from home)
• Scheduled weekly hours: 40
• Occasional travel to company offices for training or meetings may be required

Work-From-Home Requirements

To ensure home or hybrid home/office employees can work effectively:

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

Application Deadline

• 11-07-2026

Equal Opportunity Employer

The employer is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability, or protected veteran status. The employer also takes affirmative action to employ and advance individuals with disability or protected veteran status, in compliance with Section 503 of the Rehabilitation Act and VEVRAA.