Lead Financial Analyst

Overview

A health plan solutions organization is seeking a Lead Financial Analyst with strong FP&A expertise and advanced technical skills. This fully remote role supports strategic decision-making by providing financial insights, developing models, analyzing claims volume trends, conducting customer-level variance analysis, and building automated reporting solutions that deliver clear, actionable insights.

Responsibilities

Financial Planning & Analysis

• Develop and maintain advanced financial models for forecasting, budgeting, scenario analysis, and long-range planning.
• Perform variance analyses across revenue, cost, utilization, and operational drivers, explaining underlying trends and risks.
• Analyze claims volume, utilization trends, and cost drivers to improve forecast accuracy and business performance.
• Build scalable, flexible models supporting rapid scenario and sensitivity analysis for leadership decision-making.
• Identify financial and operational risks and opportunities through quantitative analysis and modeling.
• Collaborate cross-functionally with Operations, Claims, and IT teams to align assumptions and ensure transparency into performance drivers.

Data, Reporting & KPIs

• Design automated dashboards and self-service reporting tools using Tableau and Power BI.
• Build complex datasets using SQL and develop Python automation to streamline processes, enhance data accuracy, and improve forecasting models.
• Develop standardized reporting packages and KPI metrics to measure financial and operational performance.

Ad Hoc Analysis

• Conduct deep-dive analyses to support strategic initiatives, pricing decisions, and investment opportunities.
• Provide insights into market trends and business performance drivers.
• Respond to urgent analytical requests with clear, actionable findings.
• Build flexible models and tools to enable rapid scenario analysis as needed.

Requirements

• 8+ years of experience in Accounting, Auditing, FP&A, or related analytical finance roles.
• Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or related field. MBA or CFA is a plus.
• Strong understanding of the healthcare industry.
• Proficiency in SQL, Python, Tableau, Power BI, and advanced Excel (including Power Query/PowerPivot).
• Exceptional analytical thinking, communication, and presentation skills.
• Ability to manage multiple priorities in a fast-paced environment with high attention to detail and data accuracy.

Compensation & Benefits

• Multiple health plan options.
• Company-paid employee premiums for disability and life insurance.
• Parental leave policy.
• 20 days PTO to start plus 10 paid holidays.
• Tuition reimbursement.
• 401(k) company contribution.
• Company-paid short and long-term disability plus life insurance.
• Professional development initiatives and continuous learning opportunities.
• Opportunities to participate in and support diversity and inclusion initiatives.

Location

• This position is 100% remote.