Vice President of Financial Planning and Analysis

Overview

A fast-growing health insurance organization is seeking a strategic, data-driven, and collaborative Vice President of Financial Planning & Analysis (FP&A) to join their finance leadership team. This role involves partnering closely with the executive team to drive growth, profitability, and operational efficiency while bridging corporate FP&A with specialized insurance-industry financial analysis.

Responsibilities

• Lead annual budgeting and forecasting cycles by developing sophisticated strategic models tailored to the insurance and administrative services business model.
• Act as a strategic partner to department heads, providing financial expertise and actionable guidance to support operational and financial goals.
• Design and automate management reporting packages that monitor KPIs, highlight critical trends, and evaluate budget versus actual performance for executive and Board reviews.
• Build and maintain advanced financial models analyzing client and broker profitability, claim and reserve dynamics, staffing needs, and potential M&A or partnership opportunities.
• Optimize financial systems and workflows to improve reporting speed and accuracy, with a focus on leveraging AI-driven tools for operational innovation.

Requirements

• Minimum of 10 years of progressive financial experience, including at least 5 years in high-impact FP&A leadership roles.
• Deep expertise preferred in insurance, administrative services, SaaS, or financial services sectors.
• Bachelor’s degree in Finance, Accounting, or Economics required; advanced credentials such as MBA, CPA, or CFA strongly preferred.
• Technical proficiency including:
  • Advanced Microsoft Excel skills for strategic modeling and sensitivity analysis.
  • Hands-on experience with financial planning systems like Adaptive Planning, Anaplan, or Vena.
  • Familiarity with ERP systems such as NetSuite or Intacct and BI/data visualization tools like Tableau or Power BI.
  • Proven ability to utilize AI-driven tools to enhance financial reporting and operational processes.
• Strong strategic competencies:
  • Ability to translate complex financial data into clear narratives for executive audiences.
  • Excellent interpersonal and communication skills to influence stakeholders and foster cross-functional collaboration.
  • Detail-oriented with a broad strategic perspective.

Preferred Qualifications

• Bachelor’s degree preferred; equivalent experience considered.
• Demonstrated critical thinking and balanced judgment to solve problems and support confident decision-making.
• Proficiency in AI-driven tools and solutions to improve processes and drive continuous innovation.

Work Environment

• Fully remote position with regular collaboration via video, phone, email, and messaging platforms.
• Ability to travel occasionally for team meetings, training, or company events.
• Access to a quiet, distraction-free workspace suitable for confidential work.
• Reliable high-speed internet connection.
• Comfortable working in fast-paced, cross-functional environments.
• Ability to use computers and productivity software for extended periods.
• Clear verbal and written communication skills.
• Reasonable accommodations provided as needed.

Compensation and Benefits

• Salary range: $160,000 - $200,000 annually.
• 100% coverage of medical, dental, and vision premiums for employees and their dependents.
• Technology allowance.
• Flexible paid time off and holidays.
• 401(k) plan with employer match.

Employment Eligibility

Applicants must be legally authorized to work in the United States without current or future sponsorship. The employer does not sponsor employment visas.

Equal Opportunity

The organization provides equal employment opportunities to all employees and applicants without regard to race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other protected characteristic under federal, state, or local laws. This policy applies to all employment terms and conditions including recruiting, hiring, promotion, compensation, and training.