Financial Planning & Analysis Lead

- Prepare high volumes of financial reports and presentations for Senior Management, including P&L and enrollment reporting with multiple views of results from high level to product level and cross walks among P&L data. - Analyze operating results compared with budgets and forecasts. - Collaborate with other departments to assist with planning, forecasting, etc. to gather and provide information. - Compile the annual corporate budget and quarterly forecasts at a legal entity level. - Develop quality visualizations for presentation of financial data and results that capture trends in enrollment, product forecast, budget, etc. - Lead the preparation of the monthly management reporting packages and recurring Board and other Executive committee presentations. - Produce and analyze results, monthly, quarterly and ad hoc. - Partner with business area team to analyze financial data to provide greater understanding of financial trends for the presentations. - Attend ongoing meetings with executive leadership. - Assist with preparation of annual corporate plan, quarterly forecasts and long-term planning process. - Partner with business area management and staff to analyze enrollment data to provide greater understanding of trends, and to develop enrollment forecasts. - Analyze actual operational results against plan and forecasts, to better understand product performance and variance drivers. - Support initiatives targeted at financial processes improvement and implementation of changes to achieve efficiencies and quality improvements in the areas of financial reporting and analysis. - Prepare recurring and ad hoc operational related reports and analyses, as required. - Prepare recurring reports for senior leaders in conjunction with ongoing meetings with the Department of Financial Services, Department of Insurance, and AM Best. Education, Training, Licenses, Certifications - Bachelors’ degree required Relevant Work Experience, Knowledge, Skills, and Abilities - 5 – 8+ years of experience in financial reporting and data analysis required - 4+ years of relevant professional finance or accounting experience required - Health care finance experience preferred - High proficiency in MS Office (Word, Excel, PowerPoint, Outlook, Teams) required - Demonstrated ability to produce clear and concise financial reports and analyses required - Analytical ability sufficient to highlight and explain monthly variances, evaluate trends, understand causes required - Strong communications skills (verbal, written, presentation, interpersonal) to collaborate broadly with contacts required - Ability to prioritize work and meet deadlines under high pressure required - Hyperion Planning systems and Tableau knowledge preferred