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Financial Planning

4 months ago

New York, United States EmblemHealth Full time

Summary:

Collaborate with the Director and other departmental leaders in managing the budgeting and forecasting process. Act as key point person for managing the allocation of administrative expenses across the P&L. Serve as a key participant in the operating expense monthly variance meetings, annual planning, and recurring forecasting processes. Partner with business areas to analyze financial data and explain financial trends. Serve as subject matter expert on financial planning and analysis issues. Collaborate with other departments to assist with planning, forecasting, etc.; and to gather and provide information.

Responsibilities:

  • Design, implement, and manage process for allocating administrative expenses across the P&L to ensure financial accuracy and integrity.
  • Provide monthly operating expense reporting to business areas that details performance and documents emerging risks and opportunities; assist in trend analysis to identify areas for financial improvement and cost reductions.
  • Provide variance explanations and strategic insight to the business utilizing industry best practices to illustrate inconsistencies and develop reports and provides recommendations on corrective actions or adjustments that are communicated to senior management.
  • Design and implement new processes to improve efficacy of planning and forecasting functions.
  • Review operational and financial records and reports and makes recommendations for improvements; works with departments to compile data necessary to analyze and determine operational and financial efficiency.
  • Lead the compilation of routine and ad hoc reports as needed including special management reports. Lead or participate in ad hoc team projects as assigned.
  • Perform other job-related duties as required.
  • May be required to travel to client/business location to provide assistance and process oversight.
Qualifications:
  • Bachelor's Degree in Accounting or Finance; advanced degree preferred
  • 5 - 8+ years of relevant professional work experience required
  • 3 - 5+ years' progressive experience in financial analysis roles, preferably in an insurance finance environment required
  • Skilled in performing financial, statistical, and comparative analyses of budgetary documentation and data and making sound conclusions and recommendations required
  • Must have a thorough understanding of financial systems (PSoft/Oracle GL/Hyperion or equivalent) required
  • Ability to develop, maintain, and enhance relationships, fostering respect and understanding with business partners required
  • Experience monitoring and reporting budget variances and performing accurate mathematical calculations required
  • Experience with or ability to mentor, guide, train, and lead staff and/or lead/manage processes preferred
  • Excellent communication skills (verbal, written, presentation, interpersonal) with all types/levels of audiences required
  • Ability to absorb, interpret, and communicate information, both financial and non-financial required
  • Demonstrated ability to produce clear and concise financial analysis and reports required
  • Proficiency with MS Office (Word, Excel, Access, Powerpoint, Outlook) required
  • Statutory financial reporting experience preferred