Job Summary
The Lead Financial Planning Analyst serves as the key administrative expense support person to a subset of all enterprise functional areas. Total administrative cost for these areas is $700M + and includes Operations, Information Technology, HealthCare Services, Chief Medical Office, Chief People Officer, Finance and Legal. The position will report to the Senior Manager of Financial Planning & Analysis and provide business partner support and analysis. Assist with the annual expense planning and forecasting activities for corporate shared service functional administrative costs. Execute monthly close activities and conduct monthly expense reviews with leadership and act as the Finance partner for all financial matters.

Job Description

Key Responsibilities/Duties - what you will be doing (top five):

• Budget Management
  • Execute the forecast and annual budgeting process and continually assess for areas of enhancement
  • Conduct Adaptative training as needed and ensure appropriate access for users (promote self-service).
  • Identify and track monthly expense accrual and coordinate with AP and the accounting team
  • Understand business drivers for any variances by working with the business and use analytics to challenge, explain and project and impact
  • Assist with close material preparation including the monthly SVP/ELT reporting and the monthly / quarterly meetings with leadership to review and discuss.
  • Document financial processes
• Business Partnership
  • Serve as the primary financial contact for the areas of responsibility
  • Monthly financial review meetings with key Directors and VPs
  • Itemize, budget and track budget and actuals for all critical vendors
• Financial Analysis
  • Review and validate budget impact for workforce planning position requests
  • Review and validate budget impact for vendor contracts
  • Assist with verification of cost reduction initiatives
  • Assist with ad hoc financial analysis projects as assigned
  • Types of projects may include (membership shifts, system consolidation, impacts of automation, etc.)
  • Support Manager of Financial Planning & Analysis through Regulatory reporting and benchmarking exercises
• Service Excellence
  • Demonstrate best in class business behaviors
  • Collaboration - Partner with Finance team and business partners to achieve results. Act as one team to ensure work is completed. Always ask how you can help with a constant focus on proactive behavior. Treat business partners as clients with a focus on returning phone calls and emails timely, setting up meetings to discuss critical topics, sharing processes before executing and allowing ample time to review draft documents. Err on the side of over communicating.
  • Business Knowledge - Demonstrate an understanding of business operations with the goal of becoming the spokesperson for your areas of responsibility.
  • Critical Thinking - Constructively challenge decisions and processes to ensure optimal decision making and performance. Focus on identifying process efficiencies, improving message, and enabling ease of understanding.
• Other projects and duties as assigned.

Qualifications - what you need to perform the job

Education, Certification and Licensure

• Bachelor's degree in Finance, Accounting or Business - required
• Advanced degree preferred (MBA or Masters) - preferred
• Professional license (e.g., CPA, CIA, etc.) - preferred

Experience (minimum years required):

• Healthcare Industry Experience; Preferably Healthcare Insurance experience.
• Minimum 6-8 years related business experience with finance, operations and process understanding required.

Skill Requirements

• Proficient in budget management and techniques
• Proficient in using financial systems (e.g., Oracle, Hyperion) and modelling tools
• Advanced Excel skills
• Ability to manage to deadlines and shifting priorities
• Project management and organizational skills
• Ability to implement new processes (comfortable working in white space)
• Analytical Skills: ability to synthesize and organize information for meaningful use and action
• Proven oral and written communication skills
• Strong relationship building and leadership skills to influence work and collaboratively across all levels of employees, management and cross-functionally
• Strategic thinking skills: ability to draw meaningful insights and identify business implications

Working Conditions and Additional Requirements (include special requirements, e.g., lifting, travel):

• Fast paced office environment handling multiple demands.
• Professional business environment within Point32Health offices.
• Minimal activity outside at external sites.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position. Management retains the discretion to add to or change the duties of the position at any time.

Salary Range
$97,567.76 -$146,351.64

Compensation & Total Rewards Overview

The annual base salary range provided for this position represents a range of salaries for this role and similar roles across the organization. The actual salary for this position will be determined by several factors, including the scope and complexity of the role; the skills, education, training, credentials, and experience of the candidate; as well as internal equity. As part of our comprehensive total rewards program, colleagues are also eligible for variable pay. Eligibility for any bonus, commission, benefits, or any other form of compensation and benefits remains in the Company's sole discretion and may be modified at the Company's sole discretion, consistent with the law.

Point32Health offers their Colleagues a competitive and comprehensive total rewards package which currently includes:

• Medical, dental and vision coverage
• Retirement plans
• Paid time off
• Employer-paid life and disability insurance with additional buy-up coverage options
• Tuition program
• Well-being benefits
• Full suite of benefits to support career development, individual & family health, and financial health

For more details on our total rewards programs, visit https://www.point32health.org/careers/benefits/