Senior Financial Planning & Analysis (FP&A) Analyst

Delta Dental Ins.; Oakland (CA); Hybrid; USD 71,400 - 149,500; Full time

Benefits offered by this job

401(k) with matching contributions

Rich medical & pharmacy benefits

Generous paid time off

Job summary

Delta Dental Ins. is seeking a Senior Financial Analyst to manage division level budgets and forecasts, analyze financial information, and inform business decisions. This hybrid position requires onsite work initially for training before transitioning to part-time onsite.

The ideal candidate will have a Bachelor's degree with over 4 years of experience in financial analysis and budget management, along with strong analytical, communication, and organizational skills.

Competitive salary range is $71,400 - $149,500 with a comprehensive benefits package.

Qualifications

• Minimum of 4 years' experience in financial planning & analysis.
• Detail-oriented with strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.

Responsibilities

• Drive planning, budgeting and forecasting process with business owners.
• Perform sophisticated analysis to support decision-making.
• Mentor junior team members and oversee their work.

Skills

Financial Analysis

Budget Management

Analytical Skills

Communication Skills

Organizational Skills

Education

Bachelor's degree

4+ years' experience in financial planning

Tools

Oracle/Hyperion

SAP

Microsoft Office

Job description

The Senior Financial Analyst is responsible for developing and managing division level budgets and forecast. This position will analyze, interpret and communicate timely and unbiased financial information to management to inform critical business decisions.

Responsibilities

• Drives planning, budgeting and forecasting process by partnering with business owners.
• Responsible for monthly financial performance reporting and communications, including trend and variance analysis, to functional and finance leaders.
• Works independently or collaboratively with cross‑functional teams to perform sophisticated, high‑impact persuasive analysis that drives strategic decision‑making for all areas of the business.
• Manages key department processes and projects, such as cost allocations, profitability analysis, scenario analysis, rate review, cost benefit analysis, etc.
• Develops and maintain complex models.
• Identifies opportunities and leads process improvement efforts to achieve operational efficiency.
• Mentors junior members of the team and oversees their work.
• Drives efforts to improve financial and business acumen of partners across the enterprise.
• Supports development of analysis, including key drivers that impact business outcome.
• Interprets financial and other data to deliver insights and support decision making for business partners.

Qualifications

• 4+ years’ experience with bachelor’s degree
• A minimum of 4 years of progressive experience in financial planning & analysis
• Strong organizational/time management skills and multi‑tasking abilities.
• Detail oriented with strong analytical and problem‑solving skills.
• Excellent verbal and written communication skills.
• Knowledge of ERP and Planning applications, such as Oracle/Hyperion, SAP, IBM/Cognos required (Oracle/Hyperion preferred).
• Understanding of basic accounting concepts and principles.
• Able to effectively coordinate work and communicate across disparate groups of individuals, functions, and levels in the organization.
• PC literacy required; Excellent MS Office skills (Outlook, Word, Excel, PowerPoint, Access).
• Knowledge of health insurance industry desirable.

Please note: This is a hybrid position. During the first three months of employment, team members are expected to work onsite approximately three days per week in either our Oakland, CA or Rancho Cordova, CA office for onboarding and training. After this initial period, the role transitions to approximately one day per week onsite. Candidates should be within a reasonable commuting distance of one of these locations.

The national base pay range is $71,400 - $149,500 (Pay Grade 20).

Benefits

• Competitive base and incentive pay
• 401(k) with robust matching and non‑matching contributions
• Rich medical & pharmacy benefits
• 100% employer‑paid dental and vision benefits
• Holistic wellbeing program with deep financial incentives
• Generous paid time off plus 12 paid holidays and your birthday off
• Culture of growth and learning: career development; tuition reimbursement; recognition program
• Family support: adoption assistance, fertility treatment, child, elder & pet care assistance
• Social responsibility and volunteer opportunities
• Employee discount program

Fair Chance Ordinances and Criminal Background Considerations

This position requires that the applicant undergo a background check. Qualified applicants with arrest or conviction records will be considered for employment in accordance with any applicable federal, state or local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and/or New York Corrections Law Article 23-A.

Important Work Authorization Information

Please note, Delta Dental will not sponsor applicants for work visas for this position.

Equal Employment Opportunity (EEO)

Delta Dental Ins. is an equal opportunity employer and is committed to providing a professional work environment free from discrimination and harassment. Individuals seeking employment at Delta Dental are considered without regard to race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, actual or perceived physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status, or any other legally protected category. Delta Dental is committed to providing equal employment opportunities to all employees and applicants for employment. Accordingly, we have adopted and maintain an Equal Employment Opportunity Policy, Harassment-Free Work Environment Policy, and Respectful Workplace policies and will not tolerate violations of these policies.