Senior Financial Planning & Analysis (FP&A) Analyst – Business Cases

Delta Dental Ins.

Oakland (CA)

Hybrid

USD 71,000 - 150,000

Full time

3 days ago

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Benefits offered by this job

Competitive base pay

Incentive pay

401(k) with matching

Medical & pharmacy benefits

Dental and vision benefits

Paid time off and holidays

Job summary

Delta Dental Ins. seeks a Senior Financial Analyst - Business Cases to evaluate strategic investments, M&A, and growth opportunities across the enterprise, building models and scenarios to guide leadership.

The role requires strong FP&A experience and cross-functional collaboration in a dynamic health-insurance environment. The position partners with business owners for planning and forecasting, delivers monthly performance reports, and mentors junior team members while driving operational

Qualifications

4+ years of progressive experience in financial planning & analysis.
Strong organizational 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 (Oracle/Hyperion, SAP, Cognos) preferred.
Understanding of basic accounting concepts.
Able to coordinate work across disparate groups and levels.
PC literacy; MS Office (Outlook, Word, Excel, PowerPoint, Access).
Knowledge of health insurance industry desirable.

Responsibilities

Drives planning, budgeting and forecasting process with business owners.
Monthly financial performance reporting and variance analysis for leaders.
Persuasive analysis to drive strategic decision-making across the business.
Manages cost allocations, profitability analysis, scenario analysis, rate reviews.
Develops and maintains complex financial models.
Identifies opportunities and leads process improvement for efficiency.
Mentors junior team members and oversees their work.
Drives financial acumen across partners and supports decision making.

Skills

Financial planning & analysis

Communication skills

Analytical/problem solving

Time management

Mentoring

Education

Bachelor’s degree

Tools

Oracle/Hyperion

SAP

IBM Cognos

Job description

The Senior Financial Analyst - Business Cases evaluates strategic investments, business cases, mergers and acquisitions, and other growth opportunities proposed across the enterprise. The analyst will perform financial modeling, investment analysis, benchmarking, and scenario evaluation to assess opportunities and provide data-driven recommendations using metrics such as ROI, payback period, NPV, and IRR. A key responsibility is measuring value realization after implementation by evaluating actual outcomes against original assumptions and helping leadership improve future investment 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 lead process improvement efforts to achieve operational efficiency.
Mentors junior members of the team and oversee 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+ w/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 MSOffice skills (Outlook, Word, Excel, PowerPoint, Access)
Knowledge of health insurance industry desirable

Hybrid Position

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.

Base Pay Information

The national base pay range at the end is a good‑faith estimate of what Delta Dental may pay for new hires. Actual pay may vary based on Delta Dental’s assessment of the candidate’s knowledge, skills, abilities (KSAs), related experience, education, certifications and ability to meet required minimum job qualifications. Other factors impacting pay include prevailing wages in the work location and internal equity.

Pay Grade 20. $71,400 - $149,500

About Us

Behind the smile! We are dedicated to safeguarding the health and financial stability of our employees and their loved ones. This commitment extends beyond the workplace to foster personal growth and holistic wellbeing. Our life‑changing rewards package includes:

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.

About The Team

At Delta Dental, we’re behind millions of smiles and counting. For over 68 years, we’ve served our communities by increasing access to affordable, quality care – but that commitment to care extends beyond the people we serve, to the dedicated employees who make those smiles genuine. We've come this far by building fair programs that offer opportunities for advancement, create meaningful connections and improve the lives of our employees and their families. Because we know that when we take exceptional care of each other, we can make a positive impact for all.

We champion an inspirational workplace through our commitment to trust, service, excellence and innovation. Joining us means working for a company that offers stability and balance, opportunities for leadership at all levels, and a work environment focused on teamwork and camaraderie.

Discover the smiling faces behind Delta Dental and experience our values and culture in action by connecting with us on social media. Follow Delta Dental Ins. on Facebook and Instagram , on Facebook and Instagram , Delta Dental Ins. on Twitter and Delta Dental Ins. on LinkedIn. If you've got an appetite for innovation and want to be a part of a team that’s transforming the future of health care, join us!

Since 1955, we have offered comprehensive, high‑quality oral health care benefits to millions of enrollees and built the strongest network of dental providers in the country. The Delta Dental of California network includes affiliates Delta Dental Insurance Company; Delta Dental of Pennsylvania; Delta Dental of New York, Inc.; Delta Dental of the District of Columbia; Delta Dental of Delaware, Inc.; and Delta Dental of West Virginia, providing dental benefits to more than 31 million people across 15 states, the District of Columbia, Puerto Rico and the Virgin Islands.

The company and its affiliates are part of Delta Dental Plans Association (DDPA), a not‑for‑profit national association based in Oak Brook, Illinois. Through our national network of Delta Dental companies, we offer dental coverage in all 50 states, Puerto Rico and other U.S. territories. We offer vision coverage through DeltaVision in 15 states and the District of Columbia. Collectively, we deliver benefits to more Americans than any other dental insurance company.

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.

Unfortunately, our Delta Dental Enterprise is unable to hire individuals residing in Alaska, North Dakota, Nebraska, Hawaii, Oklahoma, Vermont, Maine, West Virginia, New Hampshire, Wyoming, Puerto Rico, District of Columbia (Washington D.C.) or other US Territories at this time.

Proof of eligibility to work in the United States must be provided if selected for hire.