Sr. Financial Analyst FP&A

The FP&A Senior Financial Analyst will provide financial and analytical support to the enterprise leadership team to help improve business performance and drive improved financial and clinical outcomes.

The ideal will bring a background in supporting operational reporting needs, project ownership, understanding metrics, report development, analytical thinking, teamwork and a preferred 6 years of experience with a health plan or medical group in a finance/analytics/reporting capacity.

Essential Job Functions:

• Partner with internal finance teams to help prepare and consolidate monthly financial deck
• Understand and contribute to enhancement of comprehensive forecast and budget process and provide support with analytic approaches
• Maintain, enhance, and publish standardized financial reporting packages while continuously refining reporting frameworks, automation, and analytics to support business decision-making
• Leverage AI-enabled tools to identify automation opportunities, streamline reporting workflows, and drive deeper analytical insights across the FP&A function
• Develop, maintain, and continuously refine sophisticated mathematical allocation models
• Understand and keep track of KPIs on a monthly/quarterly basis in partner with different functions across the organization
• Build and work with models that contain sensitive information and share results with appropriate parties, demonstrating a high degree of discretion
• Create and maintain reports/data extracts using data source such as Workday/Adaptive platform
• Perform ad hoc analysis based on requests/needs of management in a timely manner

Other Job Functions:

• Understand, adhere to, and implement the Company’s policies and procedures.
• Provide excellent customer services skills, including consistently displaying awareness and sensitivity to the needs of internal and/or external clients.  Proactively ensuring that these needs are met or exceeded.
• Take personal responsibility for personal growth including acquiring new skills, knowledge, and information.
• Engage in excellent communication which includes listening attentively and speaking professionally.
• Set and complete challenging goals.
• Demonstrate attention to detail and accuracy in work product.

Required Qualifications:

• 6+ years related work experience, preferably in a health care / managed care setting
• Strong understanding of financial statements and P&L mechanics, including Net Income and EBITDA, cost centers, and month-end close processes
• Strong MS Excel and PowerPoint skills necessary; experience with Microsoft Access, Power Query, Python, or other automation tools preferred. Financial systems knowledge, strong data analysis skills, and the ability to extract, transform, and summarize large datasets
• Excellent analytical abilities; strong verbal and written communication skills
• Ability to work under tight deadlines, manage multiple responsibilities and work independently with minimal supervision
• Preferred: Any ERP system experience (i.e. Hyperion, Essbase, SAP, Adaptive Insights, etc.). Workday system experience and Healthcare knowledge is a plus

Education:

Bachelor's Degree in Business Economics, Accounting, Finance, Mathematics, or other related field

Skills and Abilities:

Language Skills: Strong communication skills both written and verbal to work with multiple internal and external clients in a fast-paced environment Mathematical Skills: Ability to work with mathematical concepts such as probability and statistical inference.  Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Reasoning Ability: Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems.  Computer Skills: Ability to create and maintain documents using Microsoft Office (Excel, Outlook, PowerPoint, Word)

Salary range shown is a guideline. Individual compensation packages can vary based on factors unique to each candidate, such as skill set, experience, and qualifications.