Financial Planning & Analysis Lead

Job Details

Summary of Position

Prepare high volumes of financial reports and presentations for Senior Management, including P&L and enrollment reporting with multiple views of results from high level to product level and cross walks among P&L data.
Analyze operating results compared with budgets and forecasts.
Collaborate with other departments to assist with planning, forecasting, etc. to gather and provide information.
Compile the annual corporate budget and quarterly forecasts at a legal entity level.
Develop quality visualizations for presentation of financial data and results that capture trends in enrollment, product forecast, budget, etc.

Principal Accountabilities

Lead the preparation of the monthly management reporting packages and recurring Board and other Executive committee presentations.
Produce and analyze results, monthly, quarterly and ad hoc.
Partner with business area team to analyze financial data to provide greater understanding of financial trends for the presentations.
Attend ongoing meetings with executive leadership.
Assist with preparation of annual corporate plan, quarterly forecasts and long-term planning process.
Partner with business area management and staff to analyze enrollment data to provide greater understanding of trends, and to develop enrollment forecasts.
Analyze actual operational results against plan and forecasts, to better understand product performance and variance drivers.
Support initiatives targeted at financial processes improvement and implementation of changes to achieve efficiencies and quality improvements in the areas of financial reporting and analysis.
Prepare recurring and ad hoc operational related reports and analyses, as required.
Prepare recurring reports for senior leaders in conjunction with ongoing meetings with the Department of Financial Services, Department of Insurance, and AM Best.

Qualifications

Education, Training, Licenses, Certifications

Relevant Work Experience, Knowledge, Skills, and Abilities

5 – 8+ years of experience in financial reporting and data analysis required
4+ years of relevant professional finance or accounting experience required
Health care finance experience preferred
High proficiency in MS Office (Word, Excel, PowerPoint, Outlook, Teams) required
Demonstrated ability to produce clear and concise financial reports and analyses required
Analytical ability sufficient to highlight and explain monthly variances, evaluate trends, understand causes required
Strong communications skills (verbal, written, presentation, interpersonal) to collaborate broadly with contacts required
Ability to prioritize work and meet deadlines under high pressure required
Hyperion Planning systems and Tableau knowledge preferred

Additional Information