Sr. Financial Planning & Analysis Analyst

Intellivo; Missouri; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health Insurance

401(k) matching

Paid Time Off

Life Insurance

Disability Coverage

Employee Assistance Program

Health Savings Account

Job summary

Intellivo is seeking a Senior FP&A Analyst to drive budgeting, forecasting, and long-range planning across the organization. You will build dynamic financial models, analyze variances, and provide actionable insights to executives.

The role requires 5+ years in FP&A or related fields, with strong Excel/PowerPoint skills and experience using NetSuite and Power BI. Collaboration with operations, sales, marketing, and HR is essential to enhance financial performance.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• MBA or CPA/CMA preferred.
• 5+ years of progressive experience in FP&A, corporate finance, or business analysis.
• Advanced proficiency in Excel, PowerPoint, and financial modeling techniques.
• Experience with ERP systems (NetSuite) and planning tools (Power BI).
• Strong analytical skills with high accuracy and attention to detail.
• Excellent written and verbal communication; ability to present complex information clearly.

Responsibilities

• Lead annual budgeting, quarterly forecasting, and long-range planning with business unit leaders.
• Develop and maintain dynamic financial models to support initiatives, scenario analysis, and resource allocation.
• Analyze variances between actuals, budgets, and forecasts to identify trends, risks, and opportunities.
• Prepare monthly/quarterly financial reports and dashboards for executives and board.
• Collaborate cross-functionally with operations, sales, marketing, and HR on FP&A.
• Monitor KPIs, business drivers, and industry trends to inform decisions.
• Provide financial input into pricing, investments, and capital planning.
• Recommend process improvements and automation for FP&A efficiency and accuracy.
• Serve as thought partner to leadership, informing tactical and strategic priorities.

Skills

Financial modeling

Budgeting & forecasting

Excel

PowerPoint

Power BI

ERP systems (NetSuite)

Data analysis

Communication

Independent work

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

MBA or CPA/CMA preferred

Tools

NetSuite

Power BI

Job description

We are seeking a strategic and analytical Senior Financial Planning & Analysis Analyst (FP&A) to join our finance team. This role will be instrumental in driving business insights, supporting decision-making, and enhancing financial performance across the organization. The ideal candidate brings a strong foundation in financial modeling, budgeting, forecasting, and business partnership, with the ability to distill complex data into actionable recommendations.

Responsibilities

• Lead annual budgeting, quarterly forecasting, and long-range planning processes in partnership with business unit leaders
• Develop and maintain dynamic financial models to support strategic initiatives, scenario analysis, and resource allocation
• Analyze variances between actuals, budgets, and forecasts to identify trends, risks, and opportunities
• Prepare monthly/quarterly financial reports and dashboards for executive leadership and board presentations
• Collaborate cross-functionally with operations, sales, marketing, and HR to support financial planning and performance tracking
• Monitor key performance indicators (KPIs), business drivers, and industry trends to inform decision-making
• Provide financial input into pricing, investment, and capital planning initiatives
• Recommend process improvements and automation to increase the efficiency and accuracy of FP&A processes
• Serve as a thought partner to leadership, offering insights that support both tactical and strategic priorities

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA/CMA preferred
• 5+ years of progressive experience in FP&A, corporate finance, or business analysis
• Advanced proficiency in Excel, PowerPoint, and financial modeling techniques
• Experience with ERP systems (e.g., NetSuite) and planning tools (e.g., Power BI)
• Strong analytical skills with attention to detail and a high degree of accuracy
• Excellent written and verbal communication skills with the ability to present complex information clearly
• Proven ability to work independently in a fast-paced, dynamic environment
• Strong business acumen and a proactive, problem-solving mindset

Who is Intellivo?

As an industry market leader in subrogation, Intellivo empowers health plans and insurers to maximize financial outcomes by identifying and pursuing more reimbursement opportunities from alternative third-party liability (TPL) payers. Through innovative technology, Intellivo accelerates the identification of reimbursement opportunities while eliminating burdensome outreach to plan members. With a 26-year history of excellence, Intellivo proudly represents more than 200 of the country’s largest health plans.

Benefits That Support You Inside and Outside of Work

• Comprehensive medical, dental, and vision insurance
• 401(k) retirement savings plan with employer match
• Paid time off and paid holidays
• Company-paid life insurance and short-term and long-term disability coverage
• Employee Assistance Program with counseling, financial coaching, legal resources, career coaching, and wellness support
• Health Savings Account with company contributions for eligible employees
• Wellness, healthcare advocacy, and pet benefits
• A high-performing, collaborative culture built on ownership, accountability, continuous improvement, and meaningful impact