Senior Financial Planning Analyst

4 weeks ago

Philadelphia, Pennsylvania, United States Independence Blue Cross Full time
Senior Financial Planning Analyst

At Independence Blue Cross, we're seeking a highly skilled Senior Financial Planning Analyst to join our team. As a key member of our finance department, you will play a critical role in analyzing, monitoring, and budgeting administrative expenses and headcount for your areas of responsibility.

Key Responsibilities:
  • Prepare monthly general ledger closing journal entries and variance analysis to aid in financial statement closing decisions.
  • Provide accurate detailed and summary reporting and analysis of results, trends, and issues impacting business areas.
  • Prepare monthly variance reports for timely distribution to management team, including summaries of admin expense performance, specialized headcount reports, and any exception reports that may be required.
  • Maintain monthly forecasting/outlook process, partnering with business to highlight risks and opportunities in a transparent and consultative manner.
  • Coordinate any changes needed to facilitate new cost centers, reorganizations, or employee transfers.
  • Perform other duties and special projects as required.
  • Prepare and provide ad-hoc reporting and support as required using Hyperion, PeopleSoft, and other tools available.
  • Engage business partners to understand financial and business performance and to foster well-informed decisions.
  • Act as the business's trusted advisor and support them in attaining their business and financial results.
  • Ensure business partners have appropriate reporting, transparency, and education into financial plan, year-over-year variances, trends, and areas of concern.
  • Communicate on a routine basis with senior Finance Leadership as well as all levels of leadership in the client group supported.
  • Translate statistical data into trends and projections of future performance, targeting additional areas for continued improvement and efficiency within current trends and future projections.
  • Create and maintain operational/financial measurement models and reports as required by Sr. Management.
  • Manage financial business cases and ensure cost/benefit analysis is complete prior to project start, if necessary.
Requirements:
  • Undergraduate degree in Business, Accounting, Finance, or Management (or equivalent work experience).
  • 5+ years' experience working with financial budgets required.
  • Strong communication (both written and verbal) and strong presentation skills are required.
  • Demonstrated ability to interact with department management and the ability to work in an independent environment is essential.
  • Self-motivated, highly organized, and detail-oriented, with above-average problem-solving/analytical skills required.
  • Demonstrated proficiency with MS Office Suite (Excel, Access, and Word) as well as PeopleSoft & Hyperion software is required.
  • Understanding of budget/forecast principles and performance management activities.
  • General understanding of accounting principles and concepts (Balance Sheet, Income Statement, etc.).
  • Ability to manage competing priorities and work in ambiguous situations.
  • Demonstrated ability to work with business unit partners and corporate management.
  • The ability to manage projects and customer expectations to a successful conclusion is essential.

Independence Blue Cross has implemented a Hybrid model, which consists of Associates working in the office 3 days a week (Tuesday, Wednesday, and Thursday) and remotely 2 days a week (Monday and Friday). This role is designated as a role that fits into the Hybrid model. While associates may work remotely on our designated remote days, the work must be performed in the Tri-State Area of Delaware, New Jersey, or Pennsylvania.

This offer is conditioned upon your having an Android or iOS device that is compatible with the free Microsoft Authenticator app and your agreement that you will use the app to engage in the required multi-factor authentication process to log into our network.

Independence Blue Cross is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to their age, race, color, religion, sex, national origin, sexual orientation, protected veteran status, or disability.

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