Analyst, Financial Planning

4 weeks ago

Des Moines, United States OpenLoop Health Full time
Job DescriptionJob DescriptionDescription:

OpenLoop is looking for a Financial Planning & Analysis (FP&A) Analyst to join our team. This role will be a member of the Finance Team, collaborating closely with CFO, leadership team, and cross-functionally. The FP&A Analyst will play a critical role in financial planning, analysis, and decision support. This individual will be responsible for creating financial models, analyzing financial performance, and providing insights to guide business strategies and decision-making processes. The ideal candidate will have strong analytical skills, attention to detail, and the ability to communicate financial information effectively to stakeholders.


About the Role

Responsibilities include, but are not limited to:

  • Develop and maintain financial models to support forecasting, budgeting, and long-term planning.
  • Prepare monthly, quarterly, and annual financial reports, including variance analysis and commentary on financial performance.
  • Analyze financial statements, trends, and key performance indicators (KPIs) to provide actionable insights for management.
  • Assist in the development of annual budgets and periodic forecasts, working closely with various departments to gather input and ensure accuracy.
  • Monitor actual performance against budgets and forecasts, identifying variances and providing recommendations for corrective actions.
  • Support strategic planning initiatives by analyzing financial data and trends to assist in the development of business strategies. Conduct scenario analyses and financial simulations to evaluate potential business opportunities and risks.
  • Work with cross-functional teams to gather financial information, understand business drivers, and support decision-making processes.
  • Prepare presentations and reports for senior management and Board, highlighting key financial metrics and strategic recommendations.
  • Identify opportunities for improving financial processes and systems to enhance efficiency and accuracy.
  • Assist in the implementation of new financial tools and technologies.
  • Provide financial analysis and support for special projects and initiatives as required by the finance team or senior management.
Requirements:
  • 2-5 years of experience in a financial planning, analysis, or a related financial role OR 1-2 years experience in investment banking or management consulting
  • Experience with financial modeling, budgeting, and forecasting.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights.
  • Proficiency in Microsoft Excel, SQL, financial modeling, and data analysis.
  • Experience with financial software or ERP systems is a plus.
  • Excellent communication skills, with the ability to present financial information clearly and effectively to both financial and non-financial stakeholders.
  • Attention to detail and the ability to work independently as well as part of a team.

About OpenLoop

OpenLoop was founded with the vision to bring healing anywhere. Our telehealth support solutions are thoughtfully designed to streamline and simplify go-to-market care delivery for companies offering meaningful virtual support to patients across an expansive array of specialties, in all 50 states.


Our Company Culture

We have a relatively flat organizational structure here at OpenLoop. Everyone is encouraged to bring ideas to the table and make things happen. This fits in well with our core values of Autonomy, Competence and Belonging, as we want everyone to feel empowered and supported to do their best work.

Sound like a good fit? We’d love to meet you.



The exact salary will be determined based on qualifications, skills, and experience

  • Financial Planning Analyst Intern

    5 minutes ago

    Des Moines, Iowa, United States The Principal Financial Group Full time

    We're seeking highly motivated individuals to join our Financial Analyst Internship Program at The Principal Financial Group! As a Financial Analyst Intern, you'll have the opportunity to gain valuable hands-on experience in various aspects of financial analysis, planning, and decision-making. Our internship program is designed to provide you with a...

  • Financial Planning Analyst

    5 days ago

    Des Moines, Iowa, United States OpenLoop Health Full time

    Job OverviewOpenLoop Health is seeking a Financial Planning Analyst to contribute to our Finance Team. This position involves close collaboration with the CFO and the leadership team, as well as cross-departmental interactions. The Financial Planning Analyst will be integral to our financial strategy, providing essential analysis and support for...

  • Financial Analyst IV

    1 month ago

    Des Moines, Iowa, United States Principal Financial Group Full time

    What You'll DoAre you a Financial Analyst looking for an opportunity to utilize your expertise to create new forecasting and reporting capabilities? If so, considering joining our Financial Planning and Analysis team as a Financial Analyst IV or V Our team creates financial forecasts and analyze financial results for our Business Owner Solutions segment.We...

  • Financial Analyst Intern

    6 days ago

    Des Moines, United States The Principal Financial Group Full time

    We're looking for highly motivated individuals to join our Financial Analyst Internship Program! As a Financial Analyst Intern, you'll have the opportunity to gain valuable hands-on experience in various aspects of financial analysis, planning, and d Financial Analyst, Intern, Financial, Analyst, Summer, Business, Business Services

  • Financial Analyst

    5 days ago

    Des Moines, Iowa, United States The Principal Financial Group Full time

    Financial Analyst**About the Role**We are seeking a highly skilled Financial Analyst to join our team at The Principal Financial Group. As a Financial Analyst, you will play a critical role in supporting our business decisions with accurate and timely financial analysis.Key Responsibilities:Assist in the development and maintenance of financial models to...

  • Financial Analyst

    6 days ago

    Des Moines, United States The Principal Financial Group Full time

    Workplace Savings & Retirement Solutions is looking for a Financial Analyst to join the Finance team! Youll be responsible for assisting with forecasting, reporting, planning, profitability analysis, and more! Were looking for someone who thrives o Financial Analyst, Solutions, Retirement, Workplace, Solution, Financial, Technology

  • Financial Analyst

    5 days ago

    Des Moines, Iowa, United States Principal Financial Group Full time

    About the RoleWe are seeking a highly skilled Financial Analyst to join our team at Principal Financial Group. As a Financial Analyst, you will play a critical role in assisting with forecasting, reporting, and planning, as well as analyzing financial information to develop business cases for initiatives.Key ResponsibilitiesPerform financial planning and...

  • Financial Planning Analysis Analyst

    4 weeks ago

    West Des Moines, United States UnityPoint Health Full time

    Financial Analyst Position This position assists with financial planning and budgeting processes to create plans and analyze financial performance against those plans. This includes providing analytical consulting assistance to the administrative and managerial staff of the organization. This position is responsible for helping improve financial and...

  • Financial Planning Analysis Analyst

    16 hours ago

    West Des Moines, United States UnityPoint Health Full time

    Overview Financial Analyst position assists with financial planning and budgeting processes to create plans and analyzes financial performance against those plans. This includes providing analytical consulting assistance to the administrative and managerial staff of the organization. This position is responsible to help improve financial and operational...

  • Financial Planning Specialist

    3 days ago

    Des Moines, Iowa, United States LCS Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at LCS. As a key member of our Community Finance team, you will be responsible for providing financial oversight and analysis to support the growth and success of our communities.Key ResponsibilitiesFinancial Analysis: Prepare and analyze financial reports, forecasts, and...

  • Junior Financial Analyst

    1 week ago

    Des Moines, Iowa, United States Principal Financial Group Full time

    Position Overview:We are seeking a Junior Financial Analyst to become a vital part of our Principal Global Investors Assets Under Management division. In this capacity, you will deliver technical assistance with a focus on data management and controls across various internal systems and workflows.Key Responsibilities:Diagnose and resolve issues related to...

  • Senior Financial Analyst

    2 weeks ago

    Des Moines, Iowa, United States Principal Financial Group Full time

    Position OverviewWe are seeking a committed professional with a strong work ethic to join our Enterprise Financial Planning & Analysis team at Principal Financial Group as a Financial Analyst III. Role Responsibilities:In this position, you will utilize your analytical skills, visualization techniques, and communication abilities to enhance our enterprise...

  • Financial Planning and Tax Specialist

    3 days ago

    Des Moines, Iowa, United States Vision Financial Group, LLC Full time

    Job SummaryVision Financial Group, LLC is seeking a highly organized and detail-oriented individual to fill the role of Accounting and Tax Consultant. The ideal candidate will have a strong understanding of tax planning and financial services, with excellent communication and relationship-building skills.Key ResponsibilitiesTax Preparation and Entry:Prepare...

  • Financial Analyst II

    5 hours ago

    Des Moines, Iowa, United States Principal Financial Group Full time

    About the RoleWe are seeking a highly skilled Financial Analyst II to join our Corporate Finance team at Principal Financial Group. In this role, you will be instrumental in building and scaling our expense optimization capabilities within our shared services.Key ResponsibilitiesAnalytical Expertise: Leverage data analysis and modeling techniques to assess...

  • Financial Risk Management Analyst

    2 weeks ago

    Des Moines, Iowa, United States Enterprise Financial Services Corp Full time

    Position Overview:As a vital member of our team, the ACL Analyst will be responsible for compiling and evaluating loan portfolio data, developing risk models aimed at minimizing operational losses, and safeguarding the Bank's assets.Key Responsibilities:1. Analyze and monitor the quality of loan portfolio data to support informed decision-making by Bank...

  • Business Intelligence Analyst

    5 days ago

    Des Moines, Iowa, United States The Principal Financial Group Full time

    Financial AnalystAs a Financial Analyst at The Principal Financial Group, you will have the opportunity to work with a talented team and contribute to the success of our organization.Key Responsibilities:Assist with forecasting and reporting to inform business decisions and drive strategic growth.Contribute to planning and profitability analysis to identify...

  • Senior Financial Analyst

    3 days ago

    Des Moines, Iowa, United States LCS Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at LCS. As a key member of our Community Finance team, you will be responsible for providing financial oversight and analysis to support the growth and success of our communities.Key ResponsibilitiesFinancial Analysis: Prepare and analyze financial reports, forecasts, and...

  • Financial Controller/Business Analyst

    3 weeks ago

    Des Moines, United States Eurofins Scientific Full time

    Key Position Responsibilities: Develop and present analyses of financial results and business activities including client program results. Support development of annual budget and operating plan. Maintain database of key operating, financial and clie Financial Controller, Business Analyst, Business Operations, Financial, Controller, Business

  • Financial Planning Consultant

    3 weeks ago

    Des Moines, United States Avantax Planning Partners Full time

    Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Consultant who will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners....

  • Financial Planning Consultant

    3 weeks ago

    Des Moines, United States Avantax Planning Partners Full time

    Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Consultant who will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners....