Capital Planning Manager

HealthPartners is hiring a Capital Planning Manager. This role is responsible for leading the Health Partners capital planning process and serving as the enterprise subject matter expert for capital investments. This role ensures effective governance, prioritization, and monitoring of capital expenditures across Health Partners, aligning investments with strategic and financial objectives.

This position partners broadly across finance, IT, real estate, supply chain, care group, and health plan leadership to develop capital budgets, track performance, and improve capital planning processes. The role provides visibility and insights into capital utilization, enabling disciplined decision-making and financial stewardship across the organization.

MINIMUM QUALIFICATIONS:

Education, Experience or Equivalent Combination:

• Bachelor's degree in Finance, Accounting, Business, or related field
• 5-7 years of progressive finance, capital planning, or budgeting experience

Knowledge, Skills, and Abilities:

• Strong financial analysis and modeling capabilities
• Experience managing budgets and tracking project performance
• Ability to work effectively in a matrixed organization
• Strong communication and presentation skills

PREFERRED QUALIFICATIONS:

• Knowledge, Skills, and Abilities:
• Experience in healthcare finance or capital planning
• Experience supporting capital governance processes

ESSENTIAL DUTIES:

1. Lead Annual Capital Planning Process (30%)

• Coordinate the end-to-end capital planning cycle, including timelines, templates, and submissions
• Facilitate prioritization of capital requests in alignment with organizational strategy
• Ensure consistency and completeness of capital business cases

2. Capital Budgeting & Cross-Functional Partnership (20%)

• Partner with leaders across IT, real estate, supply chain, care group, and health plan
• Support development of capital budgets and investment plans
• Align capital requests with financial goals and operational priorities

3. Capital Spend Monitoring & Variance Management (20%)

• Track capital project spending against approved budgets throughout the year
• Identify and communicate variances, risks, and opportunities
• Partner with stakeholders to address off-budget performance

4. Capital Reporting, Analytics & Governance (20%)

• Develop and maintain capital reporting by department, category, and time period
• Build and enhance reporting to track capital spend by area and month
• Prepare agendas, analyses, and materials for monthly Capital Council meetings
• Support governance processes including review, approval tracking, and decision documentation

5. Capital Process Improvement & Program Optimization (10%)

• Improve the capital lifecycle process from planning through approval and execution
• Recommend enhancements to reporting tools, systems, and workflows
• Serve as the organization's subject matter expert on capital planning practices

At HealthPartners we believe in the power of good - good deeds and good people working together. As part of our team, you'll find an inclusive environment that encourages new ways of thinking, celebrates differences, and recognizes hard work.

We're a nonprofit, integrated health care organization, providing health insurance in six states and high-quality care at more than 90 locations, including hospitals and clinics in Minnesota and Wisconsin. We bring together research and education through HealthPartners Institute, training medical professionals across the region and conducting innovative research that improve lives around the world.

At HealthPartners, everyone is welcome, included and valued. We're working together to increase diversity and inclusion in our workplace, advance health equity in care and coverage, and partner with the community as advocates for change.

Benefits Designed to Support Your Total Health

As a HealthPartners colleague, we're committed to nurturing your diverse talents, valuing your dedication, and supporting your work-life balance. We offer a comprehensive range of benefits to support every aspect of your life, including health, time off, retirement planning, and continuous learning opportunities. Our goal is to help you thrive physically, mentally, emotionally, and financially, so you can continue delivering exceptional care.

Join us in our mission to improve the health and well-being of our patients, members, and communities.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant because of race, color, sex, age, national origin, religion, sexual orientation, gender identify, status as a veteran and basis of disability or any other federal, state or local protected class.