Analyst, financial planning and analysis

Employment Type

: Full-Time


: Miscellaneous

JOB PURPOSE: This position is responsible to support the financial planning process, prepare monthly expense reports, prepare member level financial statements, and support the monthly actual versus budget analysis. This includes making improvements to the plan model, meeting with leaders to develop assumptions, consolidating financial results, and uploading the plan into Workday. This position will work closely with the FP&A Manager and the Accounting team to improve reporting out of Workday.JOB RESPONSIBILITIES: Support the financial planning and forecasting processGather assumptions and help build the annual plan Prepare monthly expense reports and analysis by leaderPrepare member level financial statements (member economics analysis)Identify and quantify financial impact of various initiativesReview current business processes and recommend ways to streamline reportsAnalyze, review and make recommendations on budget requestsReview the chart of accounts and allocations and recommend ways to improvePrepare ad-hoc financial modeling, analysis, and projectionsWork on special projects as assignedQUALIFICATIONS: Education: Bachelor’s degree in Finance or Accounting, MBA preferred Experience: 2 4 year of related work experience in financial reporting, planning and analysis or equivalent.Experience in health insurance, healthcare administration, or management consulting. Preference given to those with Medicare or Government Programs related experience.Must have advanced Excel, Access, and PowerPoint skills.Strong analytical skillsExcellent written and verbal communication skills are essential as this position will be interacting with various departments within the company.Experience building financial models and product allocations.Highly organized with an attention to details. The ability to adapt to and lead change in a business environment is also critical.Must be an independent and creative thinkerMust be able to work with and communicate with individuals at all levels within the organizationMust be able to present ideas clearly and concisely to all audiences verbally and in writing.Be a self-starter and have the ability to multi-task.Experience working effectively and influencing others on cross-functional teamsMust be able to manage and deal with conflict and stressful situations in a calm, reasonable and composed manner.Experience with SQL a plus

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