Capital Planning Manager

Communities We Serve

HealthPartners serves communities in Minnesota and Wisconsin.

About the role

Lead the Health Partners capital planning process and serve as the enterprise subject matter expert for capital investments. Ensure effective governance, prioritization, and monitoring of capital expenditures across Health Partners, aligning investments with strategic and financial objectives. Partner broadly across finance, IT, real estate, supply chain, care group, and health plan leadership to develop capital budgets, track performance, and improve capital planning processes. Provide visibility and insights into capital utilization, enabling disciplined decision-making and financial stewardship across the organization.

Responsibilities

• Lead Annual Capital Planning Process (30%)
  • Coordinate the end-to-end capital planning cycle, including timelines, templates, and submissions
  • Facilitate prioritization of capital requests in alignment with organizational strategy
  • Ensure consistency and completeness of capital business cases
• Capital Budgeting & Cross-Functional Partnership (20%)
  • Partner with leaders across IT, real estate, supply chain, care group, and health plan
  • Support development of capital budgets and investment plans
  • Align capital requests with financial goals and operational priorities
• Capital Spend Monitoring & Variance Management (20%)
  • Track capital project spending against approved budgets throughout the year
  • Identify and communicate variances, risks, and opportunities
  • Partner with stakeholders to address off-budget performance
• Capital Reporting, Analytics & Governance (20%)
  • Develop and maintain capital reporting by department, category, and time period
  • Build and enhance reporting to track capital spend by area and month
  • Prepare agendas, analyses, and materials for monthly Capital Council meetings
  • Serve governance processes including review, approval tracking, and decision documentation
• Capital Process Improvement & Program Optimization (10%)
  • Improve the capital lifecycle process from planning through approval and execution
  • Recommend enhancements to reporting tools, systems, and workflows
  • Serve as the organization’s subject matter expert on capital planning practices

Requirements

• Education, Experience or Equivalent Combination: Bachelor’s degree in Finance, Accounting, Business, or related field 5–7 years of progressive finance, capital planning, or budgeting experience
• Knowledge, Skills, And Abilities: Strong financial analysis and modeling capabilities, Experience managing budgets and tracking project performance, Ability to work effectively in a matrixed organization, Strong communication and presentation skills

Preferred Qualifications

• Knowledge, Skills, and Abilities: Experience in healthcare finance or capital planning, Experience supporting capital governance processes

Skills

• Strong financial analysis and modeling capabilities
• Experience managing budgets and tracking project performance
• Ability to work effectively in a matrixed organization
• Strong communication and presentation skills

Benefits

Designed To Support Your Total Health As a HealthPartners colleague, we’re committed to nurturing your diverse talents, valuing your dedication, and supporting your work-life balance. We offer a comprehensive range of benefits to support every aspect of your life, including health, time off, retirement planning, and continuous learning opportunities. Our goal is to help you thrive physically, mentally, emotionally, and financially, so you can continue delivering exceptional care.

About Us

At HealthPartners we believe in the power of good – good deeds and good people working together. As part of our team, you’ll find an inclusive environment that encourages new ways of thinking, celebrates differences, and recognizes hard work. We’re a nonprofit, integrated health care organization, providing health insurance in six states and high-quality care at more than 90 locations, including hospitals and clinics in Minnesota and Wisconsin. We bring together research and education through HealthPartners Institute, training medical professionals across the region and conducting innovative research that improve lives around the world. At HealthPartners, everyone is welcome, included and valued. We’re working together to increase diversity and inclusion in our workplace, advance health equity in care and coverage, and partner with the community as advocates for change.