Senior Analyst, Financial Planning & Analysis

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist the Business Area with all FP&A activities by generating monthly financial packages and reports that include business intelligence and KPIs, along with commentary on essential business drivers.

• Present updates to the FP&A team regarding recent financial performance and trends for the business area during monthly meetings and in other relevant forums.

• Perform ad hoc analyses and respond to data requests, emphasizing unexpected variances or trends, and collaborate with business leaders to investigate these issues together.

• Work alongside business leaders during forecasting and budgeting processes, identifying potential opportunities and gathering the department's input on key assumptions related to business drivers.

• Support department leaders in all aspects of FP&A and additional finance functions, including reporting, coordination with Accounting and Payroll, job requisitions, and department P&L forecasting.

• Tailor the standard company-wide FP&A tools to meet the specific needs of the business area.

• Provide the Finance team with both business updates and process suggestions based on challenges and opportunities identified within the business area.

• Coordinate with other teams within the Finance division, such as Actuarial and Accounting, to ensure accurate forecasting.

• Serve as the primary point of contact for Core FP&A Activities within your business area.

• Develop and sustain forecast models that are consistent, accurate, and scalable.

• Actively seek ways to enhance financial models as the business evolves and the customer base and product lines expand.

• Deliver detailed analyses to clarify monthly variances and their effects on future forecasts.

• Produce an annual budget and a monthly forecast, including comparisons to previous forecasts.

• Develop, automate, and maintain financial reporting tools.

• Collaborate with the Accounting team to analyze variances against forecasts.

• Work with the Financial Information Systems team to enhance Adaptive Insights functionality, focusing on automating reporting and developing process automation initiatives.

• Manage Workday and Adaptive financial data in partnership with Talent, Workday, and Finance, including project codes, capitalization codes, and cost centers.

⛳️ Requirements

• Bachelor’s degree in Business, Finance, Accounting, or a comparable quantitative field, or equivalent experience (REQUIRED).

• Over 3 years of FP&A experience or a relevant Finance role with significant financial modeling experience, preferably from an institution with a training, rotational, or development program (REQUIRED).

• Proficient in Workday and Adaptive Insights (REQUIRED).

• Extensive experience with Microsoft Excel (REQUIRED).

• Highly detail-oriented with a strong emphasis on accuracy (REQUIRED).

• Exceptionally strong analytical skills, with a proven history of deriving insights from financial data and translating them into business analytics and recommendations (REQUIRED).

• A candidate who thrives in a dynamic, growth-oriented environment (REQUIRED).

• Experience or exposure to the healthcare sector, pricing, and/or operational analytics (PREFERRED).

• Availability to work during Eastern time zone business hours (PREFERRED).

🏝️ Benefits

• Health insurance benefits