Manager, Financial Forecasting & Systems

About the role

The Manager, Financial Forecasting & Systems manages financial strategy and forecasting for the organization, including the Annual Operating Plan, interim, and long-term financial modeling. They monitor organizational performance and adjust these forecasts for known and anticipated changes in the business environment. They provide strategic direction for all of Finance for the OneStream platform and manage its advancement.

Responsibilities

• Manages the development of Annual Operating Plan, as well as interim forecasts throughout the year.
• Collaborates with Finance, Actuarial, Sales and other departments on key assumptions and estimates.
• Develops and maintains intermediate and long-term financial projections, to support and reflect Medical Mutual’s strategic planning process.
• Manages the development, evaluation, measurement of corporate functions, including variance and trend analysis, key performance drivers for such as MLR, and improvement opportunities including strategic initiatives.
• Supports the MMNext Governance monthly tracking and reporting.
• Advances the OneStream platform based on direction from Finance management by overseeing the development and maintenance of the OneStream platform to support Annual Operating Plan, short and long-range forecasting, data models, dashboards, and related processes.
• Oversees and supervises OneStream Administrators and financial strategy and forecasting staff.
• Collaborates with Corporate Reporting on the development of comparative financial and operating reports and schedules that can be used to analyze departmental and company performance.
• Performs other duties as assigned.

Qualifications

• Bachelor’s degree in Accounting, Finance, Information Systems, or Business Administration.
• 8 years of progressive experience in financial planning & analysis or financial systems analysis, preferably in a health plan; 3 years which are in a leadership capacity.
• Experience with OneStream preferred.
• Experience with Oracle Financial Systems preferred.
• Experience in health insurance industry preferred.
• Certified Public Accountant Preferred.
• Strong working knowledge of OneStream, DB2, SQL, SQL Server, Microsoft Visual Basic, SAS and familiarity with mainframe-based accounting systems.
• Intermediate to advanced Microsoft office skills including Access.
• Advanced knowledge of generally accepted accounting principles and rules and the ability to apply the appropriate accounting standards to the relevant job duties. (i.e. statistical data analysis, regression analysis, business modeling).
• Knowledge of basic actuarial principles.
• Able to interpret and articulate standard business and financial concepts.
• Able to facilitate the acceptance and implementation of change and innovation.
• Able to build and manage a successful team and create partnerships within the organization.

Benefits

A Great Place To Work
Medical Mutual offers an exceptional package that includes:
• Equipment you need for this role, including a laptop, monitors, keyboard, mouse and headset.
• On-site fitness centers at many locations, or a gym membership reimbursement when there is no Medical Mutual facility available.
• Enjoy the use of weights, cardio machines, locker rooms, classes and more.
• On-site cafeteria, serving hot breakfast and lunch, at the Brooklyn, OH headquarters.
• Discounts at many places in and around town, just for being a Medical Mutual team member.
• The opportunity to earn cash rewards for shopping with our customers.
• Business casual attire, including jeans.
• Excellent Benefits And Compensation
• Employee bonus program.
• 401(k) with company match up to 4% and an additional company contribution.
• Excellent medical, dental, vision, life and disability insurance — insurance is what we do best, and we make affordable coverage for our team a priority.
• Access to an Employee Assistance Program, which includes professional counseling, personal and professional coaching, self-help resources and assistance with work/life benefits.
• Company holidays and up to 16 PTO days during the first year of employment with options to carry over unused PTO time.
• After 120 days of service, parental leave for eligible employees who become parents through maternity, paternity or adoption.
• An Investment In You
• Career development programs and classes.
• Mentoring and coaching to help you advance in your career.
• Tuition reimbursement up to $5,250 per year, the IRS maximum.
• Diverse, inclusive and welcoming culture with Business Resource Groups.

About Medical Mutual

Founded in 1934, Medical Mutual is the oldest and one of the largest health insurance companies based in Ohio. We provide peace of mind to more than 1.2 million members through our high-quality health, life, disability, dental, vision and indemnity plans. We offer fully insured and self-funded group coverage, including stop loss, as well as Medicare Advantage, Medicare Supplement, and individual plans. There’s a good chance you already know many of our Medical Mutual customers. As the official insurer of everything you love, we are trusted by businesses and nonprofit organizations throughout Ohio to provide high-quality health, life, disability, dental, vision and indemnity plans. We maintain a drug-free workplace and perform pre-employment substance abuse and nicotine testing.