Sr. Financial Planning & Analysis Manager

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

Job summary

A forward-thinking company is seeking a Sr. Financial Planning & Analysis Manager to lead financial forecasting and analysis efforts. This pivotal role involves creating financial models and collaborating with business operations to drive revenue strategies. The ideal candidate will possess extensive experience in finance, particularly in financial planning and analysis, and will excel in building financial reporting tools and dashboards. Join a mission-driven organization dedicated to elevating healthcare standards and making a real impact in the community. If you're passionate about finance and want to contribute to a meaningful cause, this opportunity is for you.

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.
• Expertise in complex financial modeling and data-driven analysis.

Responsibilities

• Build financial reporting dashboards and models to assist in data standardization.
• Collaborate on long-term planning and forecasting processes.

Skills

Financial modeling

Data analysis

Financial reporting

Business partnership skills

Communication skills

Education

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

MBA or advanced degree

Tools

Financial reporting tools

Job description

Sr. Financial Planning & Analysis Manager

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.

Compensation:
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. Your Recruiter can share your geographic zone upon inquiry.

Benefits & Perks:

• 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

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.