Senior Financial Planning & Analysis Analyst; FP&A)

Role Summary

We are seeking a strategic and analytical Senior Financial Planning & Analysis Analyst (FP&A) to join our finance team. This role will be instrumental in driving business insights, supporting decision-making, and enhancing financial performance across the organization. The ideal candidate brings a strong foundation in financial modeling, budgeting, forecasting, and business partnership, with the ability to distill complex data into actionable recommendations.

• Lead annual budgeting, quarterly forecasting, and long-range planning processes in partnership with business unit leaders
• Develop and maintain dynamic financial models to support strategic initiatives, scenario analysis, and resource allocation
• Analyze variances between actuals, budgets, and forecasts to identify trends, risks, and opportunities
• Prepare monthly/quarterly financial reports and dashboards for executive leadership and board presentations
• Collaborate cross-functionally with operations, sales, marketing, and HR to support financial planning and performance tracking
• Monitor key performance indicators (KPIs), business drivers, and industry trends to inform decision-making
• Provide financial input into pricing, investment, and capital planning initiatives
• Recommend process improvements and automation to increase the efficiency and accuracy of FP&A processes
• Serve as a thought partner to leadership, offering insights that support both tactical and strategic priorities

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA/CMA preferred
• 5+ years of progressive experience in FP&A, corporate finance, or business analysis
• Advanced proficiency in Excel, PowerPoint, and financial modeling techniques
• Experience with ERP systems (e.g., Net Suite) and planning tools (e.g., Power BI)
• Strong analytical skills with attention to detail and a high degree of accuracy
• Excellent written and verbal communication skills with the ability to present complex information clearly
• Proven ability to work independently in a fast-paced, dynamic environment

• Strong business acumen and a proactive, problem-solving mindset

As an industry market leader in subrogation, Intellivo empowers health plans and insurers to maximize financial outcomes by identifying and pursuing more reimbursement opportunities from alternative third-party liability (TPL) payers. Through innovative technology, Intellivo accelerates the identification of reimbursement opportunities while eliminating burdensome outreach to plan members. With a 26-year history of excellence, Intellivo proudly represents more than 200 of the country’s largest health plans.

• Comprehensive medical, dental, and vision insurance
• 401(k) retirement savings plan with employer match
• Paid time off and paid holidays
• Company-paid life insurance and short-term and long-term disability coverage
• Employee Assistance Program with counseling, financial coaching, legal resources, career coaching, and wellness support
• Health Savings Account with company contributions for eligible employees
• Wellness, healthcare advocacy, and pet benefits
• A high-performing, collaborative culture built on ownership, accountability, continuous improvement, and meaningful impact