Health Insurance Financial Planning & Analytics Analyst IV

This position will support our FP&A team within Finance. Prior experience in FP&A within Health Insurance/Managed Care is highly preferred.

Job Summary:

The Financial Planning Analyst IV will be responsible for developing pricing strategies and conducting financial analysis related to administrative expenses for new business opportunities, mergers, and acquisitions (M&A), as well as through the Request for Proposal (RFP) process. You will work closely with cross-functional teams to support decision-making related to administrative costs. The ideal candidate will possess strong analytical skills, a solid understanding of managed care and healthcare pricing models, and the ability to work in a fast-paced, dynamic environment.

Essential Functions:
• Develop and maintain new business proforma pricing models, ensuring all financial inputs are accurate and well-documented.
• Collaborate with cross-functional departments to gather, validate and challenge necessary staffing and vendor spend needs ensuring assumptions are in conformance with Company policies or other contractual commitments.
• Collaborate with M&A teams to evaluate financial aspects of potential transactions, including assessing pricing structures, cost synergies, and profitability.
• Analyze the financial implications of integrating new business through M&A, ensuring alignment with company goals and pricing guidelines.
• Perform detailed reconciliations of financial data to identify discrepancies and ensure data integrity.
• Assist in the preparation of budgets and long-term financial forecasts related to pricing strategies.
• Ensure compliance with company policies and financial regulations in all pricing-related activities.
• Prepare and present comprehensive reports that clearly communicate findings and recommendations to management.
• Perform any other job duties as requested.

Education and Experience:
• Bachelor's degree in Finance, Accounting, Economics, or related field (advanced degree preferred).
• Business related post-graduate degree is preferred and provides credit for one year of related experience
• Six (6) years of related experience in finance is required
• Managed Care or healthcare experience is preferred

Competencies, Knowledge and Skills:
• Strong proficiency in financial modeling, Excel, and data analysis tools.
• Solid understanding of M&A processes, financial due diligence, and pricing strategies.
• Experience with RFP processes and pricing for managed care.
• Strong attention to detail, analytical skills, and the ability to interpret complex financial data.
• Excellent communication skills with the ability to present financial concepts to non-financial stakeholders.
• Ability to work collaboratively in a cross-functional team environment and manage multiple projects simultaneously.
• Familiar with a variety of financial concepts, practices and procedures
• Ability to work independently
• Detail oriented
• Intermediate proficiency level with Microsoft Office
• Knowledge of relational database software and/or business intelligence (BI) tools is preferred but not required.

Licensure and Certification:
• Certified Public Accountant (CPA), Certified Management Accountant (CMA), Association for Financial Professionals (AFP) FP&A, or related certification is preferred and provides credit for one year of related experience

Working Conditions:
• General office environment; may be required to sit or stand for extended periods of time
• May be required to travel occasionally

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