Sr. Financial Planning and Analysis Analyst

Alignment Health; United States; On-site; USD 77,000 - 117,000; Full time

Job summary

A leading healthcare company is seeking a Sr. Financial Planning and Analysis Analyst. The role involves supporting budgeting, reporting, and analysis to optimize financial performance for various departments. Ideal candidates will have a strong background in financial analysis within healthcare, along with excellent communication skills to present complex data effectively.

Qualifications

• 5+ years of financial analysis experience in healthcare.
• Strong experience in financial reporting, ERP and business intelligence tools.
• Ability to present financial data clearly to non-financial audiences.

Responsibilities

• Manage the annual budgeting process and ensure alignment with operational goals.
• Conduct detailed financial analyses to support business decisions and optimize performance.
• Prepare and analyze financial reports and variance analysis.

Skills

Financial analysis

Financial modeling

Cost modeling

Scenario analysis

Communication

Education

Bachelor’s degree in Business, Finance or Accounting

MBA

Tools

Power BI

Tableau

Workday

Prophix

Adaptive Insights

Job description

Sr. Financial Planning and Analysis Analyst

Join to apply for the Sr. Financial Planning and Analysis Analyst role at Alignment Health

Sr. Financial Planning and Analysis Analyst

Join to apply for the Sr. Financial Planning and Analysis Analyst role at Alignment Health

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Alignment Health is breaking the mold in conventional health care, committed to serving seniors and those who need it most: the chronically ill and frail. It takes an entire team of passionate and caring people, united in our mission to put the senior first. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment Health community. Working at Alignment Health provides an opportunity to do work that really matters, not only changing lives but saving them. Together.

The Senior Analyst, Financial Planning & Analysis (FP&A) plays a critical analytical role in supporting the financial planning, performance tracking, and operational efficiency of Alignment Health’s business units. This position works directly with business leaders to provide actionable insights on budgeting, forecasting, and financial performance. Through proactive financial analysis and collaboration, the Senior Analyst enables informed decision-making that drives departmental goals, resource optimization, and long-term financial success.

Job Requirements

• Budgeting: Support and guide the annual budgeting process for assigned departments by partnering with department leaders to define financial targets and ensure alignment with operational goals. Support the creation of accurate budgets and scenario-based forecasts through strong financial modeling.
• Forecasting: Collaborate with department leaders to develop key assumptions across a range of FP&A functions including headcount planning, resource allocation, expense forecasting, and revenue and medical expense forecasting. Analyze trends and provide updated forecasts that inform ongoing financial decisions.
• Financial Reporting: Assist in the monthly, quarterly and annual close process. Prepare and analyze monthly and quarterly financial reports, including budget-to-actual variance analysis. Coordinate with department owners to explain performance drivers and key variances.
• Financial Analysis: Conduct detailed financial analyses, which may include cost modeling, revenue and medical expense forecasting, productivity benchmarking, and scenario planning, to support business decisions and identify cost-saving opportunities.
• Executive Reporting & Dashboards: Deliver financial dashboards and executive summaries, highlighting trends, KPIs, and actionable insights that could include fixed and variable expenses, member and revenue and medical expenses.
• Performance Management: Support performance reviews by leveraging productivity metrics and financial models to guide both long-term planning and day-to-day operational decisions.
• Cross-Functional Collaboration: Work closely with accounting, operations, and finance teams to ensure accurate financial coding, data integrity, and alignment of financial processes.
• Business Insights & Recommendations: Provide clear, actionable recommendations on root causes and operational trends that may relate to staffing models, cost management and supporting long-term strategic financial planning.
  
  

Experience

• 5+ years of financial analysis experience in healthcare.
• Strong experience using financial reporting, ERP, and business intelligence tools (Workday, Prophix, Adaptive Insights, Power BI, Tableau, or similar).
• Skilled in financial modeling and scenario analysis with the ability to present information in clear and actionable ways to enable executive-level decisions.
• Excellent written and verbal communication skills; able to effectively present complex financial data to non-financial audiences.
• Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
  
  

Preferred

• Previous Health Plan Experience
  
  

Education

Required: Bachelor’s degree in Business, Finance or Accounting required.

Preferred: MBA

Specialized Skills

• Required:
• Ability to communicate positively, professionally and effectively with others; provide leadership, teach and collaborate with others.
• Effective written and oral communication skills; ability to establish and maintain a constructive relationship with diverse members, management, employees and vendors;
• Reasoning Skills: Ability to prioritize multiple tasks; advanced problem-solving; ability to use advanced reasoning to define problems, collect data, establish facts, draw valid conclusions, and design, implement and manage appropriate resolution.
• Problem-Solving Skills: Effective problem solving, organizational and time management skills and ability to work in a fast-paced environment.
  
  

Licensure

• Required: None
• Preferred:
  
  

Essential Physical Functions

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to talk or hear. The employee regularly is required to stand, walk, sit, use hand to finger, handle or feel objects, tools, or controls; and reach with hands and arms.
• The employee frequently lifts and/or moves up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
  
  

Pay Range: $77,905.00 - $116,858.00

Alignment Health is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, gender identity, or sexual orientation.

• DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at https://reportfraud.ftc.gov/#/. If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health’s talent acquisition team, please email [e-mail].

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Hospitals and Health Care

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