Lead Financial Planning Analyst

Job Summary

Lead Financial Planning Analyst serves as the key administrative expense support person to a subset of all enterprise functional areas. Total administrative cost for these areas is $700M+ and includes Operations, Information Technology, Health Care Services, Chief Medical Office, Chief People Officer, Finance and Legal. The position reports to the Senior Manager of Financial Planning & Analysis and provides business partner support and analysis.

Assist with the annual expense planning and forecasting activities for corporate shared service functional administrative costs. Execute monthly close activities and conduct monthly expense reviews with leadership and act as the Finance partner for all financial matters.

• Budget Management
  • Execute the forecast and annual budgeting process and continually assess for areas of enhancement
  • Manage monthly budgets to conduct monthly expense reviews with leadership
  • Build out monthly budgets to include cost drivers for more accurate allocation reflecting business reality
  • Identify and track monthly expense accrual and coordinate with AP (Accounts Payable) and the accounting team
  • Assist with verification of cost reduction initiatives
  • Document financial processes
• Support Model (COO)
  • Serve as the primary financial contact for the areas of responsibility
  • Create and distribute VP/Director level budget to actual reporting
  • Monthly financial review meetings with key Directors and VPs
  • Assist in creating financial views for Monthly Business Reviews with COO
  • Itemize, budget and track budget and actuals for all critical vendors
  • Provide input as COO defines new operating metrics
• Financial Analysis
  • Assist with ad‑hoc financial analysis projects (membership shifts, system consolidation, impacts of automation, etc.)
  • Support Manager of Financial Planning & Analysis through Regulatory reporting and benchmarking exercises
• Service Excellence
  • Demonstrate best‑in‑class business behaviors
  • Partner with Finance team and business partners to achieve results
  • Act as one team to ensure work is completed
  • Always ask how you can help with a constant focus on proactive behavior
  • Treat business partners as clients with a focus on returning phone calls and emails timely, setting up meetings to discuss critical topics, sharing processes before executing and allowing ample time to review draft documents
  • Err on the side of over‑communicating
  • Demonstrate an understanding of business operations with the goal of becoming the spokesperson for your areas of responsibility
  • Constructively challenge decisions and processes to ensure optimal decision making and performance
  • Focus on identifying process efficiencies, improving message, and enabling ease of understanding
  • Other projects and duties as assigned

• Education, Certification and Licensure
  • Bachelor’s degree in Finance, Accounting or Business - required
  • Advanced degree preferred (MBA or Masters)
  • Professional license (e.g., CPA, CIA, etc.) - preferred
• Experience
  • Healthcare Industry Experience;
    Preferably Healthcare Insurance experience
  • Minimum 6–8 years related business experience with finance, operations and process understanding
• Skill Requirements
  • Proficient in budget management and techniques
  • Proficient in using financial systems (e.g., Oracle, Hyperion) and modelling tools
  • Advanced Excel skills
  • Ability to manage deadlines and shifting priorities
  • Project management and organizational skills
  • Ability to implement new processes (comfortable working in white space)
  • Analytical
    
    Skills:
    
    ability to synthesize and organize information for meaningful use and action
  • Proven oral and written communication skills
  • Strong relationship building and leadership skills to influence work and collaboratively across all levels of employees, management and cross‑functionally
  • Strategic thinking skills: ability to draw meaningful insights and identify business implications

Minimal activity outside external sites. Must be able to work under normal office conditions and work from home as required. Work may require simultaneous use of a telephone/headset and PC/keyboard and sitting for…