About this role

Assist with the execution of annual budgeting process, quarterly forecast, and development of five-year forecast.
Assist with the monthly review of financial results.
Analyze detailed corporate and financial information.
Participate in corporate financing (debt and equity) and M&A transactions.
Prepare presentations to Board of Investors and Investors.
Build financial models based on the operational drivers of the business to evaluate historical performance and forecast projected financial results.
Improve financial and operational status by analyzing results; monitoring variances; identifying trends; recommending actions to management.
Develop supporting materials to share analyses and findings with senior management.

5 years of FP&A or comparable experience
Health plan experience preferred
At least an intermediate to advanced level of proficiency with MS Excel
Bachelor of Science in Finance, Business or Accounting preferred
Knowledge of principles and practices of finance administration in accounting, budgeting, and auditing
Detail-oriented personality with executive maturity, business acumen, and the ability to influence with exceptional communication skills.
Strong Problem-Solving Skills, Process Improvement, Statistical Analysis, Reporting research results, Excellent Presentation skills

Financial Planning and Analysis Manager

Key skills