Manager, Financial Forecasting & Systems

Medical Mutual; Brooklyn (OH); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Employee bonus program

401(k) with company match

Health Savings Account

Tuition reimbursement

On-site cafeteria

Job summary

Medical Mutual is seeking a Manager for Financial Forecasting & Systems in Brooklyn, OH. This role involves managing financial strategy and forecasting, including the Annual Operating Plan and financial modeling. Collaboration with Finance management to enhance the OneStream platform and improve reporting processes is essential.

Candidates should have at least 8 years of experience in financial planning and analysis, preferably in the health insurance industry, along with a relevant Bachelor’s degree. The position offers excellent benefits including a 401(k) match, health insurance, and career development opportunities.

Qualifications

• 8 years of progressive experience in financial planning & analysis or financial systems analysis.
• Experience with OneStream and Oracle Financial Systems preferred.
• Certified Public Accountant preferred.

Responsibilities

• Manages the development of Annual Operating Plan and interim forecasts.
• Develops and maintains intermediate and long‑term financial projections.
• Advances the OneStream platform to support forecasting and reporting.

Skills

Strong working knowledge of OneStream

Intermediate to advanced Microsoft Office skills

Ability to facilitate change and innovation

Ability to build and manage a successful team

Knowledge of generally accepted accounting principles

Education

Bachelor's degree in Accounting, Finance, Information Systems, or Business Administration

Tools

OneStream

Oracle Financial Systems

DB2

SQL

SAS

Job description

Note: Medical Mutual employees must submit their applications through MySource.

This role is based out of the Brooklyn, OH office, with employees expected to work onsite 4 designated inoffice days each week.

The Manager, Financial Forecasting & Systems manages financial strategy and forecasting for the organization, including the Annual Operating Plan, interim, and long‑term financial modeling. Monitors organizational performance and adjusts these forecasts for known initiatives and changes in the business environment. Provides strategic direction for all of Finance for the OneStream platform and manages the advancement of the platform. Collaborates with all of Finance management to design OneStream to automate processes, create dashboards, and gain efficiencies in reporting, forecasting, and close processes. Supports corporate strategy development through the coordination of enterprise analytics and effectively models out various outcomes. Supports corporate wide initiatives cross functionally throughout Finance.

Responsibilities:

• Manages the development of Annual Operating Plan, as well as interim forecasts throughout the year. Coordinates 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 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:

Education and Experience:

• 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 of which are in a leadership capacity.
• Experience with OneStream preferred.
• Experience with Oracle Financial Systems preferred.
• Experience in health insurance industry preferred.

Professional Certification(s):

• Certified Public Accountant Preferred.

Technical Skills and Knowledge:

• 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.
• Ability to interpret and articulate standard business and financial concepts.
• Ability to facilitate the acceptance and implementation of change and innovation. Ability to build and manage a successful team and create partnerships within the organization.

A Great Place to Work:

• We will provide the equipment you need for this role, including a laptop, monitors, keyboard, mouse and headset.
• Whether you are working remote or in the office, employees have access to 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.
• Health Savings Account with a company matching 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.

We maintain a drug‑free workplace and perform pre‑employment substance abuse and nicotine testing. #Hybrid

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.