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

Delta Dental of California; Rancho Cordova (CA); Hybrid; USD 71,000 - 150,000; Full time

Benefits offered by this job

Competitive base pay

Incentive pay

401(k) with matching

Medical benefits

Dental & vision benefits

Wellbeing program

Paid time off

Tuition reimbursement

Volunteer opportunities

Employee discounts

Job summary

Delta Dental of California seeks a Senior Financial Analyst - Business Cases to evaluate strategic investments and growth opportunities across the enterprise. You will build complex models, perform scenario analysis and provide data-driven recommendations, partnering with business owners for planning, budgeting and forecasting.

The role emphasizes insightful analysis and leadership support across functions.

Qualifications

• 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.

Responsibilities

• Evaluate strategic investments, business cases, M&A and growth opportunities.
• Perform financial modeling, investment analysis and scenario evaluation.
• Partner with business owners for planning, budgeting and forecasting.
• Provide monthly performance reporting with trend and variance analysis.
• Develop and maintain complex financial models and drive process improvements.
• Mentor junior team members and promote financial acumen across the enterprise.
• Interpret data to deliver insights and support decision making for business partners.

Skills

Financial analysis

Forecasting

Cross-functional collaboration

Communication

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.

• 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.

• 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

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

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.

• 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.

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