Financial Planning & Analysis Lead

Job Description Summary

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How will you make an impact & Requirements

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Key Responsibilities

Financial Planning, Forecasting & Analysis

• 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.

Business Partnership & Decision Support

• 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.

Healthcare Finance & Performance Management

• 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.
• Partner with Accounting, Actuarial, Clinical, and Operations teams to understand performance drivers and improve forecasting accuracy.

Process Improvement & Project Leadership

• Lead complex FP&A projects requiring cross-functional collaboration and independent problem-solving.
• Identify opportunities to improve reporting efficiency, forecasting accuracy, and data quality.
• Support automation initiatives and implementation of planning and reporting tools.
• Establish and maintain documentation, model governance, and reporting standards within the FP&A function.

Leadership & Team Development

• Provide guidance, coaching, and technical support to analysts and other finance team members.
• Review analytical work products and help elevate team capabilities and best practices.
• Lead project teams and coordinate efforts across multiple stakeholders to achieve business objectives.

Qualifications

Required Experience

• 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.

Technical & Functional Expertise

• 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.
• Knowledge of healthcare finance concepts including PMPM, MLR, IBNR, RAF/HCC, and value-based care economics preferred.

Leadership Competencies

• Recognized subject matter expertise in FP&A and financial analysis.
• Ability to independently lead complex projects with minimal supervision.
• Strong problem-solving skills and sound business judgment.
• Proven ability to coach and mentor finance professionals.
• Excellent communication and presentation skills with the ability to influence stakeholders across functions.

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Compensation:

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