Financial Planning & Analysis Lead

About the Role

The Financial Planning & Analysis Lead will be an integral part of the finance team, collaborating closely with senior leaders, operational, clinical, and functional stakeholders to drive business outcomes. The role requires strong analytical capabilities, healthcare finance expertise, and the ability to translate complex financial data into meaningful business recommendations.

The ideal candidate will have a deep understanding of the healthcare industry, specifically value-based care arrangements, capitation agreements, and shared savings programs. They will be able to analyze healthcare-specific financial and operational metrics, including PMPM, utilization, medical cost trends, MLR, and membership performance.

What You Will Do

• Lead annual budgeting, quarterly forecasting, and monthly financial planning activities for assigned business areas
• Develop and maintain complex financial models supporting operational, clinical, and strategic initiatives
• Analyze financial performance, key business drivers, and emerging trends to identify risks and opportunities
• Support long-range planning activities through scenario modeling and sensitivity analysis
• Recommend improvements to forecasting methodologies and planning processes
• Serve as a trusted finance partner to operational, clinical, and functional leaders
• Translate financial and operational data into actionable insights and recommendations
• Lead monthly variance analysis and communicate performance drivers to leadership
• Provide financial guidance for business initiatives, investments, and operational improvement efforts
• Present financial findings and recommendations to senior leaders and stakeholders
• Analyze healthcare-specific financial and operational metrics, including PMPM, utilization, medical cost trends, MLR, and membership performance
• Support financial modeling and performance monitoring for value-based care arrangements, capitation agreements, and shared savings programs

What We Are Looking For

• Bachelor's degree in Finance, Accounting, Economics, Statistics, or related field
• 7+ years of progressive FP&A, corporate finance, or healthcare finance experience
• Healthcare industry experience required
• Demonstrated experience leading complex financial analyses, planning processes, and cross-functional initiatives
• Experience partnering with senior functional leaders and influencing business decisions through data-driven recommendations
• Advanced financial modeling and analytical skills
• Strong understanding of financial statements, budgeting, forecasting, and variance analysis
• Experience with planning systems such as Workday Adaptive Planning, Oracle, or similar platforms
• Proficiency working with large financial and operational datasets

Nice to Have

• Experience with data visualization tools, such as Tableau or Power BI
• Certification in financial planning and analysis, such as FP&A or CFA
• Experience with automation initiatives and implementation of planning and reporting tools

Benefits and Perks

• Competitive salary and benefits package
• Opportunity to work with a pioneering healthcare organization
• Collaborative and dynamic work environment
• Professional development and growth opportunities
• Flexible remote work arrangements
• Access to cutting-edge financial planning and analysis tools
• Recognition and reward for outstanding performance
• Comprehensive health insurance and wellness programs
• Generous paid time off and holidays
• Remote work stipend and home office setup support

• Tip: Showcase your ability to communicate complex financial insights to non-financial stakeholders, as this is a critical aspect of the role.
• To stand out, highlight your experience with financial planning and analysis in the healthcare industry, particularly in value-based care arrangements.
• Prepare to discuss your approach to financial modeling, forecasting, and variance analysis, and be ready to provide examples of your work.
• Familiarize yourself with the company's financial planning and analysis tools, such as Workday Adaptive Planning or Oracle, to demonstrate your technical expertise.
• When negotiating salary, consider the industry standards for financial planning and analysis professionals in the healthcare sector, and be prepared to discuss your expectations.
• Be cautious of roles that lack clear expectations or require excessive overtime, as these can be red flags for burnout and poor work-life balance.
• Tip: Keep your portfolio up-to-date with examples of your financial planning and analysis work, including any relevant certifications or training programs.