Financial Planning Analyst II
Bring your drive for excellence, teamwork, and customer commitment to Independence. Join us as we renew and reimagine the future of health care. Together, we will achieve our mission to enhance the health and well-being of the people and communities we serve.
We are seeking a detail-oriented and analytical FP&A Analyst II to support enterprise-level P&L consolidation and reporting across our Family of Companies. This role will assist in financial analysis, forecasting, KPI reporting, and tool enhancement initiatives, working closely with senior FP&A team members and cross-functional partners.
Financial Planning Analyst II Responsibilities:
- Support the monthly enterprise P&L consolidation process, collaborating with Finance leads to identifying key drivers of performance across all lines of business.
- Assist the Lead FP&A Analyst in analyzing financial results and trends for subsidiary partners.
- Coordinate the quarterly forecasting and risk and opportunity process, including managing the planning calendar and deliverables.
- Contribute to KPI reporting and help identify opportunities to enhance analytical capabilities and insights.
- Participate in reporting tool enhancements, including data validation, quality assurance, and process improvements.
- Prepare ad-hoc reports and analysis using Oracle EPM, PeopleSoft, and other financial systems.
- Support special projects and perform other duties as assigned.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Minimum 2 years of experience in financial reporting and P&L analysis.
- Advanced proficiency in Microsoft Excel (e.g., pivot tables, complex formulas, data modeling, automation).
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills; ability to work effectively across teams.
Preferred:
- Experience with Oracle EPM or similar financial planning systems.
- Familiarity with healthcare finance and industry-specific metrics.
Independence has implemented a “Hybrid” model which consists of Associates working in the office 3 days a week (Tuesday, Wednesday & Thursday) and remotely 2 days a week (Monday & Friday). This role is designated as a role that fits into the “Hybrid” model. While associates may work remotely on our designated remote days, the work must be performed in the Tri-State Area of Delaware, New Jersey, or Pennsylvania.
IBX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their age, race, color, religion, sex, national origin, sexual orientation, protected veteran status, or disability.
Must have an Android or iOS device which is compatible with the free Microsoft Authenticator app.
Vaccination Update
This job requires that you demonstrate you have been fully vaccinated for COVID-19 prior to the start of employment, to the extent permitted by law.
About Our Company
AmeriHealth Casualty has been successfully returning employees to work since 1994, providing quality medical treatment and care and reducing costs for our customers. With our affiliates, we serve more than 1,800 businesses in the area and have offices in Philadelphia, Camp Hill, and Pittsburgh, PA, and Mount Laurel, NJ.
In 1994, CompServices, Inc. began offering workers’ compensation third-party administration services for manufacturers, municipalities, health care facilities, social services, transportation risk, universities, and retail firms. In 1996, AmeriHealth Casualty Insurance Company was established as an extension of our workers’ compensation claims services — its mission to provide workers’ compensation insurance combined with high quality claims service and cost containment.
AmeriHealth Casualty Insurance Company and CompServices write premiums and administer self-insured programs for over 1,800 customers.
Equal Employment Opportunity
AmeriHealth Casualty is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to their age, race, color, religion, sex, national origin, sexual orientation, protected veteran status, or disability.
Agency Disclaimer
All resumes submitted directly to an AmeriHealth Casualty employee from a vendor via email, the Internet or in any other form without a valid written search agreement in place for this position from the Independence Blue Cross Family of Companies Human Resources Department will be deemed the sole property of AmeriHealth Casualty and the Independence Blue Cross Family of Companies. Please note that no fee will be paid in the event the candidate is hired by AmeriHealth Casualty or the Independence Blue Cross Family of Companies as a result of the referral or through means other than our established process.