Sr Analyst, Financial Planning & Analysis

Overview

This role supports FP&A (Financial Planning & Analysis) efforts for a specific business area, providing data-driven financial and operational analysis to inform strategic decision-making, business planning, and future investment.

The FP&A team works cross-functionally with Operations, Accounting, Implementation, and Sales, and partners with executive leadership and other stakeholders.

Responsibilities

Supporting Business Area FP&A Activities

• Produce monthly financial packages/reports with business intelligence and KPIs, including commentary on key business drivers
• Report on recent financial performance and trends during monthly meetings and other forums
• Perform ad hoc analysis and data requests, highlighting unexpected variances/trends and partnering with business leaders to investigate
• Coordinate with business leaders in forecasting and budgeting processes, highlighting opportunities and gathering input on key assumptions
• Assist department leaders across FP&A and other ancillary Finance functions, including reporting; coordination with Accounting/Payroll; job requisitions/open role planning; and department P&L forecasting
• Customize standard FP&A tools to meet the unique needs of the business area
• Provide business updates and process recommendations to the Finance team based on challenges and opportunities within the business area
• Liaise with other Finance umbrella teams (e.g., Actuarial, Accounting) to maintain accurate forecasting

Core FP&A Activities

• Serve as the primary point of contact for the business area
• Build and maintain forecast models with consistency, accuracy, and scalability
• Continuously improve financial models as the business evolves and the customer base/product offerings expand
• Provide nuanced analysis to explain monthly variances and their impact to future forecasts
• Publish the annual budget and monthly forecast, including bridges vs. prior forecasts
• Create, automate, and maintain financial reporting tools
• Partner with Accounting to investigate variances vs. forecast
• Collaborate with the Financial Information Systems team to improve Adaptive Insights functionality, including automating reporting and developing process automation initiatives
• Manage Workday/Adaptive financial data in partnership with Talent and Finance (e.g., project codes, capitalization codes, cost centers)

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or a related quantitative field, or equivalent experience — required
• 3+ years of FP&A experience or other relevant Finance role with substantial financial modeling experience; ideally experience coming from an institution with a training/rotational/development program — required
• Experience with Workday and Adaptive Insights — required
• Extensive experience using Microsoft Excel — required
• Exceptionally strong analytical abilities, including a track record of identifying insights from financial information and translating them into business analytics and recommendations — required
• Extraordinarily detail oriented and focused on accuracy — required
• Candidate who thrives with growth-driven changes — required

Preferred Qualifications

• Experience in or exposure to the healthcare space, pricing, and/or operational analytics
• Ability to work Eastern time zone business hours

Compensation & Benefits

• Expected base salary/wage range: $90,000
• Comprehensive benefits (including health insurance benefits) to qualifying employees
• Compensation determinations are based on skills and experience required for the position and commensurate with experience of selected individuals, which may vary above and below the stated amounts

Location

• Work schedule requires ability to work Eastern time zone business hours (preferred)

Technical Requirements

• High speed internet over 10 Mbps at home
• Specifically for all call center employees: ability to plug in directly to the home internet router

Additional Information (Hiring & Compliance)

• Identity verification steps include submission of a government issued photo ID; identity verification is conducted during interviews; final interviews may require onsite attendance
• All candidates must complete a comprehensive background check and in-person I-9 verification and may be subject to drug screening prior to employment
• The use of artificial intelligence tools during interviews is prohibited and monitored; misrepresentation will result in immediate disqualification from consideration

Equal Opportunity

• Equal opportunity employer considering qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.
• Reasonable accommodation may be available to access information provided on the website; contact recruiting for further assistance.