Lead, Financial Planning & Analysis (FP&A)

Delta Dental of California Inc.

Oakland, CA

JOB DETAILS
SALARY
$92,500–$200,400 Per Year
SKILLS
Accounting, Analysis Skills, Animal Care, Automation, Budget Management, Business Administration, Business Analysis, Business Intelligence Software, Business Skills, Business Support, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Communication Skills, Continuous Improvement, Corporate Finance, Data Quality, Data Science, Data Sets, Data Visualization Tools, Decision Support, Detail Oriented, Documentation, ERP (Enterprise Resource Planning), Economic Analysis, Emerging Technology, Establish Priorities, Finance, Financial Analysis, Financial Modeling, Financial Operations, Financial Planning, Financial Planning and Analysis (FP&A), Financial Systems, Forecasting, Hyperion, Leadership, Mentoring, Oracle, Power BI, Problem Solving Skills, Process Improvement, Productivity Management, Reporting Dashboards, Risk Analysis, SAP, Structured Data, Tableau, Team Player, Time Management, Trend Analysis, Tuition Reimbursement, Variance Analysis
LOCATION
Oakland, CA
POSTED
10 days ago

The FP&A Lead is a highly analytical and hands-on finance professional responsible for delivering high-quality financial planning, analysis, and insights to support business decision-making. This role combines strong technical FP&A expertise, business partnership, and emerging leadership capability. As a trusted advisor to functional leaders, the FP&A Lead translates data into actionable insights, supports financial performance, and drives disciplined execution across planning and reporting processes. In addition, this role plays a key part in advancing digital finance capabilities-leveraging automation, data tools, and emerging technologies to improve efficiency, enhance insights, and modernize FP&A workflows. The ideal candidate is curious, proactive, and detail-oriented, with the ability to operate in ambiguity, challenge existing approaches, and continuously improve how work gets done. This role may oversee 1-3 team members and is expected to lead through ownership, strong execution, and collaborative influence.

Behind the smile! We are dedicated to safeguarding the health and financial stability of our employees and their loved ones. This commitment extends beyond the workplace to foster personal growth and holistic wellbeing. Our life-changing rewards package includes:

  • Competitive base and incentive pay
  • 401(k) with robust matching and non-matching contributions
  • Rich medical & pharmacy benefits
  • 100% employer-paid dental and vision benefits
  • Holistic wellbeing program with deep financial incentives
  • Generous paid time off plus 12 paid holidays and your birthday off
  • Culture of growth and learning: career development; tuition reimbursement; recognition program
  • Family support: adoption assistance, fertility treatment, child, elder & pet care assistance
  • Social responsibility and volunteer opportunities
  • Employee discount program

Fair Chance Ordinances and Criminal Background Considerations

This position requires that the applicant undergo a background check. Qualified applicants with arrest or conviction records will be considered for employment in accordance with any applicable federal, state or local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and/or New York Corrections Law Article 23-A.

Important Work Authorization Information

Please note, Delta Dental will not sponsor applicants for work visas for this position.

#LI-Hybrid

  • 8+ years w/Bachelor's degree; 1+ years supervisory/management
  • Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or related field
  • 5-8 years of experience in FP&A, corporate finance, or related roles
  • Curious and growth-oriented with a continuous learning mindset, thrives in ambiguity and adapts quickly to changing priorities, actively challenges existing processes to improve ways of working, demonstrates strong ownership, accountability, and initiative, and maintains resilience and focus under pressure.
  • Strong strategic and business acumen with a deep understanding of key financial and operational drivers, applying structured thinking and scenario planning to support decision-making, connecting financial results to operational performance, and identifying trade-offs through data-driven insights.
  • Strong expertise in financial modeling, forecasting, and analysis, combined with strong analytical and problem-solving skills and sharp attention to detail, applying structured, data-driven approaches to complex problems while synthesizing large datasets into clear, actionable insights and recommendations.
  • Strong communication and influence skills with the ability to communicate clearly and effectively across finance and non-finance stakeholders, building credibility through insightful, fact-based recommendations, and influencing decisions through clarity, logic, and trust rather than authority.
  • Strong execution and continuous improvement mindset with the ability to prioritize effectively and focus on high-impact work, consistently deliver accurate and timely outputs, maintain strong documentation and process discipline, and actively contribute to enhancing FP&A processes, tools, and overall efficiency.
  • Strong data and technology fluency with advanced Excel and financial modeling skills, experience working with financial systems and data tools, a strong embrace of automation and digital solutions to improve efficiency, and a curious, proactive mindset for applying data and technology to enhance insights and decision-making.
  • Experience mentoring or informally leading others
  • Experience with ERP/EPM systems (Hyperion, Anaplan, SAP, Oracle, etc.)
  • Experience with data visualization tools (Power BI, Tableau, etc.)
  • Master of Business Administration (MBA) preferred
  • Certified Public Accountant (CPA) preferred
  • Certified Financial Analyst preferred
  • Please Note: This is a hybrid position. During the first three months of employment, team members are expected to work onsite approximately three days per week in either our Oakland, CA or Rancho Cordova, CA office for onboarding and training. After this initial period, the role transitions to approximately one day per week onsite. Candidates should be within a reasonable commuting distance of one of these locations.*

Base Pay Information

The national base pay range at the end is a good-faith estimate of what Delta Dental may pay for new hires. Actual pay may vary based on Delta Dental's assessment of the candidate's knowledge, skills, abilities (KSAs), related experience, education, certifications and ability to meet required minimum job qualifications. Other factors impacting pay include prevailing wages in the work location and internal equity.

Pay Grade 22. $92,500 - $200,400

  • Build and maintain driver-based financial models, forecasts, and budgets to support planning, forecasting, and analytical rigor across assigned areas.

  • Own monthly reporting, forecasting, and annual planning processes, ensuring accuracy, integrity, timeliness, and continuous improvement of financial outputs.

  • Perform variance analysis, scenario modeling, and sensitivity analysis to enhance forecasting accuracy and deliver actionable financial insights.

  • Serve as a trusted finance partner to functional stakeholders, translating complex financial data into clear, actionable recommendations.

  • Evaluate trade-offs, investments, and operational decisions while proactively identifying risks and opportunities using data-driven insights.

  • Align financial plans with operational goals and performance targets to support effective business decision-making and execution.

  • Provide day-to-day guidance and mentorship to team members (1-3), fostering accountability, learning, high performance, and ongoing capability development.

  • Develop executive-ready reports, dashboards, and presentations while leveraging ERP/EPM systems and BI tools for analysis, reporting, and data-driven insights.

  • Drive automation, data quality, governance, and continuous enhancement of reporting processes while applying a "citizen data scientist" mindset to improve forecasting, identify trends, and enable predictive analysis.

  • Identify inefficiencies and drive process improvement by implementing standardized models, testing new analytical approaches, and ensuring disciplined, consistent execution across all deliverables.

  • Build and maintain driver-based financial models, forecasts, and budgets to support planning, forecasting, and analytical rigor across assigned areas.

  • Own monthly reporting, forecasting, and annual planning processes, ensuring accuracy, integrity, timeliness, and continuous improvement of financial outputs.

  • Perform variance analysis, scenario modeling, and sensitivity analysis to enhance forecasting accuracy and deliver actionable financial insights.

  • Serve as a trusted finance partner to functional stakeholders, translating complex financial data into clear, actionable recommendations.

  • Evaluate trade-offs, investments, and operational decisions while proactively identifying risks and opportunities using data-driven insights.

  • Align financial plans with operational goals and performance targets to support effective business decision-making and execution.

  • Provide day-to-day guidance and mentorship to team members (1-3), fostering accountability, learning, high performance, and ongoing capability development.

  • Develop executive-ready reports, dashboards, and presentations while leveraging ERP/EPM systems and BI tools for analysis, reporting, and data-driven insights.

  • Drive automation, data quality, governance, and continuous enhancement of reporting processes while applying a "citizen data scientist" mindset to improve forecasting, identify trends, and enable predictive analysis.

  • Identify inefficiencies and drive process improvement by implementing standardized models, testing new analytical approaches, and ensuring disciplined, consistent execution across all deliverables.

About the Company

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Delta Dental of California Inc.

Delta Dental covers more Americans than any other dental benefits provider. As an employee you’ll take part in our mission to become the trusted health partner by collaborating with our communities and employees to reimagine and deliver new possibilities in an ever-changing environment. Our Enterprise Strategy focuses on pillars of Growth and Diversification, supported by the platforms of Culture and People, Process and Technology.

 

Our strategy is only as strong as the people who execute it. We’re hiring individuals that are not just right for today but also for our future. Delta Dental leaders optimistically share future possibilities to inspire and motivate others toward their full potential. We’ve built a foundation of high-trust by treating all people with dignity, making and keeping commitments and consistently striving to do the right thing. As we are working through transformation, we ask employees to find ways to embrace positive change, challenge the status quo to be curious and provide solutions to unmet problems. Joining Delta Dental means joining a culture focused on fostering development, building genuine connections, recognizing each other’s strengths and sharing in successes.

 

We are part of the Delta Dental Plans Association, a network of companies that provides dental coverage to 74 million people in the U.S. Delta Dental of California, Delta Dental of New York, Inc., Delta Dental of Pennsylvania and Delta Dental Insurance Company, together with our affiliate companies, form one of the nation’s largest dental benefits delivery systems, covering 33 million enrollees. All of our companies are members, or affiliates of members, of the Delta Dental Plans Association, a network of 39 Delta Dental companies throughout the country.

 

Delta Dental provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Delta Dental complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

 

COMPANY SIZE
2,500 to 4,999 employees
INDUSTRY
Healthcare Services
EMPLOYEE BENEFITS
Paid Sick Days, Performance Bonus, Prescription Drug Coverage, Professional Development, 401K, Employee Referral Program, Flexible Spending Accounts, Employee Events, Retirement / Pension Plans, Transportation Allowance, Tuition Reimbursement, Life Insurance, Merchandise Discounts
WEBSITE
https://www.deltadentalins.com/