Health Plan One

FP&A Manager

Health Plan One • $90K — $120K *
Shelton, CT 06484In-Person
Finance & Insurance
5 - 7 years of experience
Reposted Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Business Administration, Accounting, or Finance
  • 5 years of experience in Finance, preferably FP&A
  • Strong working knowledge of P&L and cash flow statements
  • Advanced Excel and analytical skills
  • Excellent verbal and written communication skills
  • General knowledge of accounting principles
  • Ability to handle confidential information with discretion

Responsibilities

  • Automate and improve the monthly reporting package
  • Analyze large datasets to determine Lifetime Values (LTVs)
  • Reconcile data across multiple reporting systems
  • Assist business leaders with monthly profit and loss reporting
  • Provide variance analysis against Budget, Forecast, and Prior Year
  • Overhaul the annual budget process
  • Support internal and external audits

Benefits

  • Flexible work environment with hybrid opportunities
  • Professional development and training programs
  • Collaborative corporate culture
  • Access to financial systems and advanced reporting tools
  • Opportunity to collaborate with executive leadership and Board of Directors
Full Job Description
The Manager, Financial Planning & Analysis (FP&A) will play a critical role within the FP&A team, reporting to the Director, FP&A. This position will be heavily involved in developing financial models and extracting valuable information from large data sources used to drive strategic business decisions. The Manager, FP&A will be a true business partner and expert in forecasting, able to clearly communicate between core finance / accounting and executive leadership.

Supervisory Responsibilities:
  • None


Duties/Responsibilities:
  • Continuous improvement (automation) of the monthly reporting package
  • Use advanced analytics of large data sets to help determine Lifetime Values (LTVs) based on carrier, lead source and new vs. plan switcher assumptions
  • Reconcile data across multiple reporting systems
  • Ensure expenses are properly accounted for
  • Support business leaders in managing their profit and loss centers with monthly reporting and finance connect meetings
  • Provide monthly variance analysis versus Budget, Forecast, and Prior Year
  • Support the overhaul of the annual budget process
  • Implement a new forecast process
  • Assist in presentations for internal executive leadership and Board of Directors
  • Participate in annual ramp plan discussions for MAQ hiring, working closely with Account Managers, Recruiting, and Operations
  • Support internal and external audits
  • Other ad-hoc strategic analyses and work across the business, as necessary
  • Performs other related duties as assigned


Required Skills/Abilities:
  • Bachelor's Degree in Business Administration / Accounting / Finance
  • 5 years' experience working in Finance, preferably in FP&A
  • Strong working knowledge of finance basics including P&L and cash flow statements.
  • Strong analytical skills and detail orientation
  • Advanced Excel skills
  • General knowledge of accounting principles
  • Strong knowledge of financial systems
  • Excellent verbal and written communication skills
  • Ability to be resourceful, creative and maintain flexibility.
  • Must be able to work as part of a team as well as independently.
  • Ability to multi-task in a fast-paced, variable environment
  • Must be able to handle confidential information with discretion.
  • Strong planning and analytical skills with attention to detail


Preferred Skills/Abilities:
  • Experience with Workday & Adaptive Planning


Physical Requirements:

  • Must be able to remain in a stationary position (e.g., sitting or standing) for extended periods of time, typically in a cubicle environment (constant noise, fluorescent overhead lighting)


  • Frequent use of a computer, dual monitors, keyboard, mouse, and other standard office equipment such as a telephone, copier, and printer.


  • Must be able to communicate effectively, including exchanging information in person, in writing, by telephone, email or video conferencing.


  • Visual and auditory acuity required to perform job duties effectively, including reading, writing, and interpreting information on screens or in print.


  • Hand dexterity, fine motor skills needed to operate a keyboard and mouse efficiently


  • Reach with hands and arms occasionally


For Hybrid Roles:

  • Must be able to commute to an office setting as required, which may include walking short distances and navigating an office environment.


  • Occasionally moves about the office to access files, office machinery, and meet with others.

About Health Plan One

Health Plan One is a leading online health insurance brokerage that provides individuals, families, and small businesses with affordable health insurance options. The company offers a wide range of health insurance plans from top-rated insurance carriers, including individual and family health insurance, short-term health insurance, Medicare supplement insurance, and small business health insurance. Health Plan One's online platform allows customers to compare health insurance plans, get quotes, and enroll in coverage quickly and easily. The company has been in business for over 15 years and has helped millions of Americans find the right health insurance coverage for their needs.
Learn more about Health Plan One
Size
200 employees
Industry
Healthcare
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Health Plan One

  • Health Plan One
    FP&A Manager
    $90K — $120K *
    Shelton, CT 06484 (Greater Bridgeport County)
    Reposted Today
    Finance & Insurance
    In-Person

More Finance & Insurance Jobs

Find similar FP&A Manager jobs:

NationwideShelton, CT