Recovery Intelligence for health plans. INTELLIVO detects more reimbursement opportunities with no member abrasion. Backed by Thompson Street Capital Partners.
About the role
We are seeking a strategic and analytical Senior Financial Planning & Analysis Analyst (FP&A) to join our finance team. This role will be instrumental in driving business insights, supporting decision-making, and enhancing financial performance across the organization. The ideal candidate brings a strong foundation in financial modeling, budgeting, forecasting, and business partnership, with the ability to distill complex data into actionable recommendations.
What they're looking for
- Lead annual budgeting, quarterly forecasting, and long-range planning processes in partnership with business unit leaders
- Develop and maintain dynamic financial models to support strategic initiatives, scenario analysis, and resource allocation
- Analyze variances between actuals, budgets, and forecasts to identify trends, risks, and opportunities
- Prepare monthly/quarterly financial reports and dashboards for executive leadership and board presentations
- Collaborate cross-functionally with operations, sales, marketing, and HR to support financial planning and performance tracking
- Monitor key performance indicators (KPIs), business drivers, and industry trends to inform decision-making
More about this role
Role Summary
We are seeking a strategic and analytical Senior Financial Planning & Analysis Analyst (FP&A) to join our finance team. This role will be instrumental in driving business insights, supporting decision-making, and enhancing financial performance across the organization. The ideal candidate brings a strong foundation in financial modeling, budgeting, forecasting, and business partnership, with the ability to distill complex data into actionable recommendations.
Responsibilities
- Lead annual budgeting, quarterly forecasting, and long-range planning processes in partnership with business unit leaders
- Develop and maintain dynamic financial models to support strategic initiatives, scenario analysis, and resource allocation
- Analyze variances between actuals, budgets, and forecasts to identify trends, risks, and opportunities
- Prepare monthly/quarterly financial reports and dashboards for executive leadership and board presentations
- Collaborate cross-functionally with operations, sales, marketing, and HR to support financial planning and performance tracking
- Monitor key performance indicators (KPIs), business drivers, and industry trends to inform decision-making
-...
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