Financial Planning & Analysis Lead

Summary of Position

• Prepare high volumes of financial reports and presentations for Senior Management, including P&L and enrollment reporting with multiple views of results from high level to product level and cross walks among P&L data.

• Analyze operating results compared with budgets and forecasts.

• Collaborate with other departments to assist with planning, forecasting, etc. to gather and provide information.

• Compile the annual corporate budget and quarterly forecasts at a legal entity level.

• Develop quality visualizations for presentation of financial data and results that capture trends in enrollment, product forecast, budget, etc.

Principal Accountabilities

• Lead the preparation of the monthly management reporting packages and recurring Board and other Executive committee presentations.

• Produce and analyze results, monthly, quarterly and ad hoc.

• Partner with business area team to analyze financial data to provide greater understanding of financial trends for the presentations.

• Attend ongoing meetings with executive leadership.

• Assist with preparation of annual corporate plan, quarterly forecasts and long-term planning process.

• Partner with business area management and staff to analyze enrollment data to provide greater understanding of trends, and to develop enrollment forecasts.

• Analyze actual operational results against plan and forecasts, to better understand product performance and variance drivers.

• Support initiatives targeted at financial processes improvement and implementation of changes to achieve efficiencies and quality improvements in the areas of financial reporting and analysis.

• Prepare recurring and ad hoc operational related reports and analyses, as required.

• Prepare recurring reports for senior leaders in conjunction with ongoing meetings with the Department of Financial Services, Department of Insurance, and AM Best.

Qualifications

Education, Training, Licenses, Certifications

• Bachelors' Degree

Relevant Work Experience, Knowledge, Skills, and Abilities

• 5 - 8+ years of experience in financial reporting and data analysis.

• 4+ years of relevant professional finance or accounting experience.

• Health care finance experience.

• High proficiency in MS Office (Word, Excel, PowerPoint, Outlook, Teams).

• Demonstrated ability to produce clear and concise financial reports and analyses.

• Analytical ability sufficient to highlight and explain monthly variances, evaluate trends, understand causes.

• Strong communications skills (verbal, written, presentation, interpersonal) to collaborate broadly with contacts.

• Ability to prioritize work and meet deadlines under high pressure.

• Hyperion Planning systems and Tableau knowledge.

Additional Information

• Requisition ID: 1000003078
• Hiring Range: $77,760-$149,040