Position Overview
Reporting into senior finance leadership, this role leads strategic financial planning, forecasting, budgeting, and performance management activities for a complex healthcare business. The position partners closely with operational, actuarial, accounting, analytics, and executive stakeholders to support financial decision-making, drive operational performance, and ensure long-term business sustainability.
The individual will oversee financial analysis across multiple business functions, providing insights into performance, growth opportunities, investment decisions, and strategic initiatives. This role also serves as a key advisor to business leadership, helping translate operational activity into financial outcomes and supporting enterprise-wide planning efforts.
Key Responsibilities
- Lead enterprise financial planning activities, including annual budgeting, long-range planning, forecasting, and monthly financial reviews.
- Partner with business, operational, actuarial, and accounting teams to evaluate performance and identify financial and operational improvement opportunities.
- Establish planning assumptions, financial targets, and key performance measures used to support strategic and operating objectives.
- Monitor financial and operational performance against plan, providing variance analysis and recommendations to senior leadership.
- Develop forecast models for revenue, membership, utilization, expenses, and other key business drivers.
- Perform financial analysis of business operations, strategic initiatives, growth opportunities, and investment decisions.
- Design and maintain executive reporting packages, dashboards, KPIs, and business metrics that support informed decision-making.
- Lead the preparation and management of annual operating and capital budgets.
- Support strategic planning activities through business case development, scenario modelling, and sensitivity analysis.
- Provide profitability analysis across products, service lines, customer segments, and contractual arrangements.
- Collaborate with finance and operational leaders to develop forward-looking plans and evaluate emerging business risks and opportunities.
- Evaluate reimbursement methodologies, funding arrangements, and evolving payment models to assess financial impacts.
- Develop forecasting methodologies using multiple internal and external data sources while ensuring analytical integrity and accuracy.
- Identify, quantify, and monitor efficiency initiatives and operational improvement opportunities.
- Prepare financial materials and presentations for executive leadership, governance committees, and other key stakeholders.
- Partner across finance, analytics, operations, contracting, and product teams to support business growth and strategic initiatives.
- Lead, mentor, and develop finance team members while promoting best practices in financial analysis and planning.
- Support special projects and other strategic priorities as required.
Qualifications
Education
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field required.
- Advanced degree and/or professional certification (MBA, CPA, CFA or equivalent) preferred.
Experience
- 7+ years of progressive experience within financial planning, corporate finance, healthcare finance, or related functions.
- Prior leadership or people management experience preferred.
- Experience supporting healthcare, managed care, payer, provider, or value-based care environments strongly preferred.
- Strong understanding of budgeting, forecasting, financial modelling, business performance management, and strategic planning.
- Experience evaluating financial impacts of reimbursement arrangements, risk-based contracts, or healthcare funding models is highly desirable.
- Demonstrated ability to influence cross-functional stakeholders and communicate financial insights to executive audiences.
- Advanced Excel and financial modelling capabilities required.
- Experience with enterprise planning and reporting systems such as Adaptive Planning, Workday, Essbase, Hyperion, Anaplan or similar platforms preferred.
- Strong analytical, problem-solving, communication, and presentation skills.
What You’ll Receive
- Competitive compensation package including performance incentives.
- Comprehensive healthcare, retirement, and wellbeing benefits.
- Generous paid time off and company holidays.
- Professional development, continuing education, and tuition assistance programs.
- Opportunities for career progression and internal mobility.
- Collaborative, mission-driven culture with exposure to senior leadership and strategic initiatives.
