Sr Analyst, Financial Planning & Analysis

Evolent; United States; Remote; USD 81,000 - 99,000; Full time

Job summary

Evolent is seeking a Sr. Analyst, FP&A to deliver data-driven financial analyses supporting strategic decisions and future investments across business lines. The role partners with Operations, Accounting, Implementation, and Sales to inform planning and performance reviews.

You will own monthly packages, variance analysis, and budgeting processes, collaborating with executives and business leaders to drive improvements and scalable forecasting across the organization.

Qualifications

• Bachelor’s degree or equivalent experience – required.
• 3+ years FP&A or related finance role with strong financial modeling – required.
• Experience with Workday and Adaptive Insights – required.
• Excel expertise – required.
• Detail-oriented with strong analytical skills – required.
• Growth-oriented and adaptable to change – required.
• Healthcare pricing/analytics experience – preferred.
• Ability to work Eastern Time hours – preferred.

Responsibilities

• Produce monthly financial packages with KPIs and commentary on business drivers.
• Present financial performance and trends in monthly meetings.
• Conduct ad hoc analysis and investigate variances with business leaders.
• Forecasting and budgeting coordination with department leaders.
• Support FP&A and related Finance functions (reporting, payroll, P&L forecasting).
• Customize FP&A tools for the business area and drive automation.

Skills

Analytical abilities

Financial modeling

Growth mindset

Attention to detail

Cross-functional collaboration

Problem solving

Education

Bachelor's degree in Business/Finance/Accounting

Tools

Workday

Adaptive Insights

Microsoft Excel

Job description

Your Future Evolves Here

Evolent partners with health plans and providers to achieve better outcomes for people with most complex and costly health conditions. Working across specialties and primary care, we seek to connect the pieces of fragmented health care system and ensure people get the same level of care and compassion we would want for our loved ones.

Evolent employees enjoy work/life balance, the flexibility to suit their work to their lives, and autonomy they need to get things done. We believe that people do their best work when they're supported to live their best lives, and when they feel welcome to bring their whole selves to work. That's one reason why diversity and inclusion are core to our business.

Join Evolent for the mission. Stay for the culture.

What You’ll Be Doing:

Sr. Analyst, FP&A

The FP&A team’s mission is to deliver data-driven financial and operational analyses that inform strategic decision-making, business planning, and areas of future investment. This individual will be responsible for all FP&A activities within their business area, and the FP&A team structure allows for future opportunities to cover other Evolent business lines and operations over time.

Evolent’s FP&A team works cross-functionally with all departments across the organization, including Operations, Accounting, Implementation, and Sales, and partners with all company stakeholders, including the executive leadership team.

What You Will Be Doing:

The primary responsibilities of the Sr. Analyst include assisting in the following FP&A activities for their business area:

Supporting their Business Area in all FP&A Activities –

• Produce monthly financial packages / reports with business intelligence / KPIs with commentary on key business drivers
• Report out to the FP&A team on recent financial performance and trends for their business area during monthly meetings and in any other forums
• Conduct ad hoc analysis and data requests including highlighting unexpected variances / trends and engaging business leaders to jointly investigate these items
• Coordinate with business leaders in forecasting and budgeting processes, highlighting areas of opportunity, and soliciting the department’s input on key business driver assumptions
• Assist department leaders in all areas within FP&A and all other ancillary Finance functions (e.g., reporting, coordinating with Accounting / Payroll, job requisitions / open role planning, department P&L forecasting)
• Customize the standard companywide FP&A tools to aid the unique needs of the business area
• Provide both business updates and process recommendations to the Finance team informed by challenges and opportunities within that business area
• Liaise with other teams under the Finance umbrella (e.g., Actuarial, Accounting) to maintain accurate forecasting

Responsibility for Core FP&A Activities –

• Primary point of contact for your business area
• Build and maintain forecast models with consistency, accuracy, and scalability
• Continuously seek to improve our financial models as the business evolves and the customer base and product offerings expand
• Provide nuanced analysis to help explain monthly variances and impacts to future forecasts
• Publish an annual budget and a monthly forecast with bridges vs. prior forecasts
• Create, automate, and maintain financial reporting tools
• Partner with the Accounting team to investigate variances vs. forecast
• Collaborate with the Financial Information Systems team to drive Adaptive Insights functionality improvement, including automating reporting and developing process automation initiatives
• Manage Workday / Adaptive financial data in partnership with Talent, Workday, and Finance (e.g., project codes, capitalization codes, cost centers)

Qualifications Required and Preferred:

• Bachelor’s degree in Business, Finance, Accounting, or a related quantitative field, or equivalent experience – required
• 3+ years of FP&A experience or other relevant Finance role with substantial financial modeling experience and ideally coming from an institution with a training / rotational / development program – required
• Experience with Workday and Adaptive Insights – required
• Extensive experience using Microsoft Excel – required
• Extraordinarily detail oriented and focus on accuracy – required
• Exceptionally strong analytical abilities, with a track record of identifying insights from financial information and translating into business analytics and recommendations – required
• Candidate who thrives with growth-driven changes – required
• Experience in or exposure to the healthcare space, pricing, and / or operational analytics – preferred
• Ability to work Eastern time zone business hours – preferred

To ensure a secure hiring process we have implemented several identity verification steps, including submission of a government issued photo ID. We conduct identity verification during interviews, and final interviews may require onsite attendance. All candidates must complete a comprehensive background check, in-person I-9 verification, and may be subject to drug screening prior to employment. The use of artificial intelligence tools during interviews is prohibited and monitored. Misrepresentation will result in immediate disqualification from consideration.

Technical Requirements:

We require that all employees have the following technical capability at their home: High speed internet over 10 Mbps and, specifically for all call center employees, the ability to plug in directly to the home internet router.

Evolent is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. If you need reasonable accommodation to access the information provided on this website, please contact [e-mail] for further assistance.

The expected base salary/wage range for this position is $90,000. As part of our total compensation package, Evolent is proud to offer comprehensive benefits (including health insurance benefits) to qualifying employees. All compensation determinations are based on the skills and experience required for the position and commensurate with experience of selected individuals, which may vary above and below the stated amounts.