Sr Analyst, Financial Planning & Analysis

Overview

This role supports the organization’s FP&A mission to deliver data-driven financial and operational analyses that inform strategic decision-making, business planning, and future investment. The Senior FP&A Analyst will own FP&A activities within a defined business area and partner cross-functionally with Operations, Accounting, Implementation, Sales, and other stakeholders including executive leadership.

Responsibilities

Supporting the business area in all FP&A activities

• Produce monthly financial packages/reports using 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 findings
• Coordinate forecasting and budgeting activities, identifying opportunities and soliciting input on key business driver assumptions
• Support department leaders across FP&A and other Finance functions (e.g., reporting, coordination with Accounting/Payroll, job requisitions/open role planning, 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 teams (e.g., Actuarial, Accounting) to maintain accurate forecasting

Owning core FP&A activities

• Serve as the primary point of contact for the assigned business area
• Build and maintain forecast models with consistency, accuracy, and scalability
• Continuously improve financial models as the business evolves, including expansion of the customer base and product offerings
• Provide nuanced analysis to explain monthly variances and impacts to future forecasts
• Publish an annual budget and monthly forecast with bridges versus prior forecasts
• Create, automate, and maintain financial reporting tools
• Partner with the Accounting team to investigate variances versus 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, Workday, and Finance (e.g., project codes, capitalization codes, cost centers)

Qualifications

• 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 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 with a focus on accuracy – required
• Ability to thrive 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

Identity Verification, Background Check, and Interview Requirements

• Submission of a government-issued photo ID is required for the hiring process
• Identity verification occurs during interviews; final interviews may require onsite attendance
• Candidates must complete a comprehensive background check and in-person I-9 verification, and may be subject to drug screening prior to employment
• Use of artificial intelligence tools during interviews is prohibited and monitored; misrepresentation results in immediate disqualification

Technical Requirements (Home)

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

Compensation & Benefits

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

Location

Not specified in the provided description.