Chief Financial Planning Officer

2 weeks ago


Philadelphia, Pennsylvania, United States firstPRO, Inc Full time

Chief Financial Planning Officer - Health Insurance Sector

The Chief Financial Planning Officer will be an integral part of a prominent organization within the health insurance sector, recognized for its substantial revenue and commitment to employee satisfaction. This role involves overseeing the establishment of strategic financial planning and analysis frameworks, directing budgeting and forecasting activities, and collaborating with senior leadership to propel organizational advancement.

Key Responsibilities:

  • Lead and mentor a small team, fostering professional growth and development.
  • Develop and manage the annual budgeting process along with regular financial forecasts.
  • Collaborate with executive management to deliver financial insights, business evaluations, and strategic financial planning.
  • Set and track key performance indicators (KPIs) and metrics to gauge organizational success.
  • Construct financial models and conduct variance analyses to support decision-making.
  • Create comprehensive presentations and reports that provide analytical insights into business operations.
  • Implement effective processes for financial planning, reporting, and budgeting.
  • Work closely with accounting teams to enhance financial processes and practices.
  • Lead strategic initiatives and special projects aimed at improving financial performance.
  • Conduct financial planning and analysis to enhance profitability and operational efficiency.

Qualifications:

  • Bachelor's degree in Finance or Accounting.
  • A minimum of 7 years of experience in financial analysis.
  • At least 3 years of experience in a leadership role.
  • Experience in the health insurance or healthcare sector is essential.
  • Advanced degrees such as an MBA or certifications like CPA are preferred.

Compensation is competitive and includes a performance-based bonus structure.



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