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.
Inclusion and Belonging
At IBX, everyone can feel valued, supported, and comfortable to be themselves, and all associates have a fair opportunity to achieve their full potential. We put these principles into action every day by acting with integrity and respect. Celebrating and embracing diverse thoughts and perspectives that make up our workforce means our company is more vibrant, innovative, and better able to support the people and communities we serve.
About Our Company
Serving more than 8 million people nationwide, including 2.5 million in southeastern Pennsylvania, Independence Health Group — together with its subsidiaries — is the leading health insurance organization in the Philadelphia region. Our mission to build healthier lives for you, your family, and your employees shapes our actions and decisions every day.
At Independence, we see each of our members as an individual, with unique needs and concerns. We’re dedicated to harnessing the very latest ideas and technologies to deliver access to care that meets those needs and surpasses your expectations. For more information about Independence access our website at www.ibx.com. We’re revolutionizing health care, and our focus is on you!
Equal Employment Opportunity
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.
Agency Disclaimer
All resumes submitted directly to an Independence Blue Cross 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 Independence Blue Cross and the Independence Blue Cross Family of Companies. Please note that no fee will be paid in the event the candidate is hired by Independence Blue Cross or the Independence Blue Cross Family of Companies as a result of the referral or through means other than our established process.