Financial Planning Analyst III

Role Overview

• Responsible for compiling and analyzing financial information, including but not limited to preparing the evaluation of potential investments, divestitures, contracts, product lines, generating and managing cost saving initiatives
• Responsible for analyzing monthly department reports to maintain expenditure controls and to proactively identify trends affecting future financial requirements
• Prepare and review integrated financial analysis and reports to management on a timely and accurate basis and incorporate post implementation reviews where necessary
• Identifies trends and develops competitive analysis and presents findings to senior management
• Responsible for analyzing financial trends, costs, revenues, financial commitments and obligations incurred to predict future revenues and expenses
• Understand financial impacts of decisions and communicate those to management
• Responsible for the development of expense projections to support forecast and budget and monitor monthly variances to identify trends
• Evaluate and make appropriate improvements to internal analysis processes ensuring that practices are in line with the overall goals of the organization
• Execute all necessary and identify need for internal controls for related entities consistent with Model Audit Rule (MAR) requirements
• Lead implementation of new financial reporting procedures for new programs or program changes
• Assist departmental management and others to assure that estimates are complete, accurate and in conformance with Company policies or other contractual commitments
• Support quarterly review, forecast process, and annual budget process within Corporate Finance
• Ensure integrity of information obtained for analysis; keep an up-to-date knowledge of the computer information system
• Maintains the reporting of revenue and/or expenses in the organization's financial software
• Review allocations of expenses and make necessary changes as required
• Assist in the training of new associates
• Perform any other job duties as requested

Requirements

• Bachelor of Science/Arts Degree in accounting, finance, economics, computer sciences or related field or equivalent work experience is required
• Business related post-graduate degree is preferred and provides credit for one year of related experience
• Four (4) of related experience in accounting/finance is required
• Managed Care or healthcare experience is preferred
• Familiar with a variety of financial concepts, practices and procedures
• Relies on extensive experience and judgment to plan and accomplish goals
• Ability to lead and direct the work of others
• Wide degree of creativity and latitude (independent judgment) is required
• Demonstrates decision making and analytical/problem solving skills to perform a variety of complicated tasks
• Possesses critical thinking/listening skills
• Ability to communicate with all levels of management
• 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
• 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.

Benefits

• Substantial and comprehensive total rewards package