Senior Financial Planning Analyst

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 looking for a Senior Financial Planning Analyst to analyze, monitor, and budget administrative expenses and headcount for their areas of responsibilities. In this role, you will participate in the monthly close, compare and analyze actual to budget expenses, prepare and present monthly management and ad hoc reports, and create annual budgets working with your business partners across the organization.

To be successful in this role, you will need be well-versed in data and financial analysis, have strong attention to detail, and excellent communication skills.

Duties:

·       Prepares monthly general ledger closing journal entries and variance analysis to aid in financial statement closing decisions.

·       Provide accurate detailed and summary reporting and analysis of results, trends and issues impacting business areas.

·       Prepares monthly variance reports for timely distribution to management team. These reports include summaries of admin expense performance, specialized headcount reports and any exception reports that may be required. Reviews and analyzes variance to provide explanations for management.

·       Maintains monthly forecasting/outlook process; partners with business to highlight risks and opportunities in transparent and consultative manner.

·       Coordinates any changes needed to facilitate new cost centers, reorganizations or employee transfers.

·       Performs other duties & special projects as required.

·       Prepare and provide ad-hoc reporting and support as required using Hyperion, PeopleSoft and other tools available.

·       Engages business partners to understand financial and business performance and to foster well informed decisions

·       Acts as business’ trusted advisor and supports them in attaining their business and financial results

·       Ensure business partners have appropriate reporting, transparency and education into financial plan, year over year variances, trends and areas of concern.

·       Communicates on a routine basis with senior Finance Leadership as well as all levels of leadership in client group supported.

·       Translates statistical data into trends and projections of future performance. Targets additional areas for continued improvement and efficiency within current trends and future projections.

·       Creates and maintains operational/financial measurement models and reports as required by Sr. Management

·       Manages financial business cases and ensures cost/benefit analysis is complete prior to project start, if necessary

Qualifications:

·       Undergraduate degree in Business, Accounting, Finance, or Management (or equivalent work experience)

·       5+ years’ experience working with financial budgets required.

·       Strong communication (both written and verbal) and strong presentation skills are required.

·       Demonstrated ability to interact with department management and the ability to work in an independent environment is essential.

·       Self-motivated, highly organized, and detail oriented as well as above average problem solving/analytical skills required.

·       Demonstrated proficiency with MS Office Suite (Excel, Access, and Word) as well as PeopleSoft & Hyperion software is required.

·       Understanding of budget/forecast principles and performance management activities

·       General understanding of accounting principles and concepts (Balance Sheet, Income Statement, etc.)

·       Ability to manage competing priorities and work in ambiguous situations

·       Demonstrated ability to work with business unit partners and corporate management

·       The ability to manage projects and customer expectations to a successful conclusion is essential.