FP&A Manager

HealthPlanOne's mission is to help people find the right health insurance at the right price, so they live healthier lives. We are committed to making the shopping process simpler. Our mission has never been more important than it is today.

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

Equal Employment Opportunity (EEO) is a fundamental principle at HealthPlanOne, where employment is based upon personal capabilities and qualifications. HealthPlanOne does not discriminate because of actual or perceived sex, sexual orientation or preference, gender identity, gender, transgender, race, color, religion, national origin, creed, citizenship status, ancestry, age, marital status, pregnancy, childbirth or related medical conditions, medical conditions including genetic characteristics, mental or physical disability, military and veteran status, or any other protected characteristic as established by law. HealthPlanOne requires the necessary drug testing and background checks as part of our pre-employment practices. If you need assistance or an accommodation due to a disability, please contact us to request accommodation at [email protected]