Financial Analyst Lead

About the role

The Financial Analyst Lead provides advanced financial planning and analysis expertise to support the Corporate FP&A organization during critical planning cycles, strategic initiatives, organizational transformations, and periods of increased business demand. This individual contributor role serves as a project lead, coordinating enterprise planning activities, delivering executive-level financial analysis, and driving high-impact financial projects. The position partners closely with Finance leadership and cross-functional business teams to develop financial forecasts, build executive reporting, perform strategic analyses, and continuously improve planning processes. While this role leads projects and facilitates cross-functional initiatives, it does not include direct people management responsibilities.

Responsibilities

• Lead enterprise budgeting, forecasting, and financial planning processes in support of Corporate FP&A objectives.
• Coordinate complex, cross-functional planning activities across finance and business teams to ensure alignment and timely delivery.
• Develop, refine, and maintain detailed financial forecasts and models to support strategic and operational decision-making.
• Deliver clear, concise executive-level financial analysis and insights to leadership and key stakeholders.
• Prepare high-quality executive and Board-level presentations using advanced PowerPoint skills, translating complex data into compelling narratives.
• Build and enhance executive reporting packages that highlight performance trends, key drivers, risks, and opportunities.
• Perform strategic financial analyses, including scenario modeling, sensitivity analyses, and evaluation of business initiatives.
• Apply GAAP and statutory accounting knowledge to ensure accuracy and compliance in financial planning and reporting.
• Incorporate health insurance industry operations and key expense drivers into financial models and forecasts to improve business relevance.
• Drive high-impact financial projects from inception through completion using solution-oriented project management skills.
• Collaborate with finance leadership and cross-functional teams to improve planning processes, tools, and methodologies.
• Leverage advanced