Financial Planning Analyst IV

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $83k - $132.8k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Logo of CareSource

CareSource

1001 - 5000 employees

Founded 30+ years

🏥 Healthcare

🛡️ Insurance

⚕️ Healthcare Insurance

Healthcare • Insurance • Healthcare Insurance

CareSource is a health services company focused on providing affordable health insurance and healthcare solutions. It offers a wide range of plans including Medicaid, Marketplace, and Medicare Advantage, targeting low-income adults, families, children, pregnant women, elderly adults, and people with disabilities. Additionally, CareSource provides members with resources for COVID-19 support, dental, vision, and hearing benefits, as well as pharmacy services. The company emphasizes easy access to healthcare management through online platforms and a mobile app.

📋 Description

• Compile and analyze financial information, including evaluations of potential investments, divestitures, contracts, product lines, and cost-saving initiatives • Analyze monthly department reports to maintain expenditure controls and identify trends affecting future financial requirements • Prepare and review integrated financial analyses and reports for management • Conduct post-implementation reviews where necessary • Identify trends, develop competitive analyses, and present findings to senior management • Analyze financial trends, costs, revenues, commitments, and obligations to predict future revenues and expenses • Communicate the financial impacts of decisions to management • Develop expense projections supporting forecasts and budgets; monitor monthly variances • Improve internal analysis processes in line with organizational goals • Lead initiatives improving internal controls and financial reporting • Lead implementation of new financial reporting procedures, including for new or changed programs • Lead and direct implementation of new financial reporting-related systems • Assist management in ensuring estimates are complete, accurate, and compliant with company policies and contractual commitments • Support quarterly reviews, forecasting, and annual budgeting within Corporate Finance • Ensure integrity of analysis information and maintain current knowledge of the computer information system • Maintain revenue and/or expense reporting in the organization's financial software • Review and adjust expense allocations to products and communicate changes to P&L owners • Work with leadership on monthly board and audit presentations • Support the five-year strategic plan and pro forma work for new business opportunities with leadership and Business Development • Analyze turnover, attrition, open positions, and impacts on salary and compensation line items • Review vendor spend and ensure accountability against forecasts and plans • Mentor and coach new associates • Perform other duties as requested

🎯 Requirements

• Bachelor of Science/Arts Degree in accounting, finance, economics, computer sciences or related field or equivalent work experience is required • Six (6) years of related experience in accounting/finance is required • Intermediate proficiency level with Microsoft Office • Familiarity with a variety of financial concepts, practices and procedures • Ability to lead and direct the work of others • Wide degree of creativity and latitude; independent judgment required • Decision-making and analytical/problem-solving skills for complicated tasks • Critical thinking/listening skills • Ability to communicate with all levels of management • Ability to work independently • Detail oriented • Business-related post-graduate degree preferred and provides credit for one year of related experience • Managed Care or healthcare experience preferred • Knowledge of relational database software and/or business intelligence (BI) tools preferred but not required • CPA, CMA, AFP FP&A, or related certification preferred and provides credit for one year of related experience • May be required to travel occasionally • General office environment; may be required to sit or stand for extended periods of time

🏖️ Benefits

• Bonus tied to company and individual performance may be available • Substantial and comprehensive total rewards package • Equal Opportunity Employer environment fostering belonging and supporting individuals of all backgrounds

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