Sr. Financial Planning & Analysis Manager

Included Health; United States; Remote; USD 85,000 - 145,000; Full time

Job summary

Join a forward-thinking healthcare company as a Sr. Financial Planning & Analysis Manager, where you'll play a crucial role in shaping financial strategies that drive revenue and profitability. In this dynamic position, you'll partner closely with business operations to create insightful financial models and reporting dashboards, ensuring data standardization across financial reporting tools. With a strong emphasis on collaboration, you'll work alongside various teams to enhance product profitability and navigate complex financial challenges. This role offers a unique opportunity to contribute to a mission-driven organization that is transforming healthcare delivery for communities nationwide.

Benefits

Remote-first culture

401(k) savings plan

Comprehensive medical coverage

Paid Time Off (PTO)

12 weeks of Paid Parental leave

Work-From-Home reimbursement

Qualifications

• 10+ years of finance experience focused on financial planning and analysis.
• Strong understanding of financial systems and processes.

Responsibilities

• Build financial reporting dashboards and models.
• Collaborate with product line owners for planning and forecasting.

Skills

Financial modeling

Data analysis

Business partnership skills

Communication skills

Problem-solving

Education

Bachelor's degree in finance, accounting, or business administration

MBA or advanced degree

Tools

Financial reporting tools

Job description

Job Summary:

The Sr. Financial Planning & Analysis (FP&A) Manager is responsible for forecasting, analysis, and partnership with business operations to outline strategies for revenue. Reporting to the Finance Director, you will create financial models through a close partnership with the rest of the business.

Responsibilities:

• You will build financial reporting dashboards and models while assisting with data standardization in financial reporting tools.
• You will help build long-term planning, annual planning and monthly forecasting process in partnership with the product line owners.
• You will have excellent financial and business partnership skills that help improve product profitability.
• You will not have managerial responsibilities but will need a collaborative mindset as you work with others on the finance team.

Qualifications and Requirements:

• Bachelor's degree in finance, accounting, business administration, or a related field, MBA or advanced degree.
• 10+ years of Finance experience focused in financial planning and analysis.
• Experience in complex financial modeling.
• Experience understanding and resolving complex financial issues by using data and preparing in-depth analysis.
• Understanding of financial systems, processes, and tools, with a focus on continuous improvement.
• Experience communicating analytical findings for a range of different audiences.
• Experience presenting complex financial information in easily understood formats.
• Can work with employees at all levels of the organization in a collaborative environment.

Physical/Cognitive Requirements:

• Capability to remain seated in a stationary position for prolonged periods.
• Eye-hand coordination and manual dexterity to operate keyboard, computer and other office-related equipment.

The United States new hire base salary target ranges for this full-time position are:

Zone A: $85,320 - $110,910 + equity + benefits

Zone B: $93,852 - $122,001 + equity + benefits

Zone C: $102,384 - $133,092 + equity + benefits

Zone D: $110,916 - $144,183 + equity + benefits

This range reflects the minimum and maximum target for new hire salaries for candidates based on their respective Zone. Below is additional information on Included Health's commitment to maintaining transparent and equitable compensation practices across our distinct geographic zones.

Starting base salary for you will depend on several job-related factors, unique to each candidate, which may include education; training; skills; years and depth of experience; certifications and licensure; our needs; internal peer equity; organizational considerations; and understanding of geographic and market data. Compensation structures and ranges are tailored to each zone's unique market conditions to ensure that all employees receive fair and great compensation package based on their roles and locations. Your Recruiter can share your geographic zone upon inquiry.

Benefits & Perks:

In addition to receiving a great compensation package, the compensation package may include, depending on the role, the following and more:

• Remote-first culture
• 401(k) savings plan through Fidelity
• Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance)
• Paid Time Off ("PTO") and Discretionary Time Off ("DTO")
• 12 weeks of 100% Paid Parental leave
• Family Building & Compassionate Leave: Fertility coverage, $25,000 for surrogacy/adoption, and paid leave for failed treatments, adoption or pregnancies.
• Work-From-Home reimbursement to support team collaboration home office work

Your recruiter will share more about the salary range and benefits package for your role during the hiring process.

About Included Health:

Included Health is a new kind of healthcare company, delivering integrated virtual care and navigation. We're on a mission to raise the standard of healthcare for everyone. We break down barriers to provide high-quality care for every person in every community — no matter where they are in their health journey or what type of care they need, from acute to chronic, behavioral to physical. We offer our members care guidance, advocacy, and access to personalized virtual and in-person care for everyday and urgent care, primary care, behavioral health, and specialty care. It's all included. Learn more at includedhealth.com.

Included Health is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Included Health considers all qualified applicants in accordance with the San Francisco Fair Chance Ordinance.