Team Description

Our Finance team builds the financial infrastructure to scale our growing company. We combine analytical and strategic thinking to develop a sound financial future. We work closely with teams across the company, as well as with external partners. Our primary stakeholders include the Product & Engineering functional teams as well as Payer, Provider, Life Sciences (LSEPS) and Legal & Insurance (L&I) business units, and shared services such as IT, HR, Finance, Legal/Compliance, and overall Executive and Corporate activities.

What We’re Looking For:

The Technology FP&A team is looking for a highly strategic and analytically rigorous Senior Financial Analyst to join our team. This is a senior-level individual contributor role designed for someone who can operate with a high degree of autonomy and ownership — not just maintaining models but architecting them. You will support the end-to-end forecast for the Technology P&L, including monthly actuals, variance analysis, and financial models for Operating Expenses (OPEX), Capital Development (Cap Dev), and Allocations. You will also support the annual budgeting and strategic planning processes and serve as a key finance partner to Technology leadership.

Beyond core FP&A responsibilities, you will be expected to drive significant process improvement across our forecasting, close, and reporting workflows — including the design and implementation of standardized templates, automated reporting pipelines, and scalable model architecture. You will support the build-out of executive-ready financial dashboards and KPI reporting that give Technology leadership real-time visibility into spend, headcount, and performance. You will also take support crafting the monthly financial decks presented to senior leadership, translating complex financial data into clear, compelling narratives. This is a strategic, high-impact role for a self-starter who thrives on building durable infrastructure and influencing decisions at the highest levels of the organization.

What You Will Do:

• Forecasting: Drive the monthly/quarterly forecasting for the Technology P&L. This includes creating and maintaining financial models for OPEX (Headcount and Non-Headcount), Cap Dev (capitalization of headcount working on building software products), and P&L allocations.
• Financial Model Building: Architect, build, and maintain robust multi-scenario financial models covering OPEX, CAPEX, Cap Dev, TCO for technology renewals (software, cloud, and services), and P&L allocations. Models must be scalable, auditable, and designed to support rapid scenario analysis and sensitivity testing. Continuously identify risks and opportunities impacting profitability and cash flow and translate model outputs into clear recommendations for leadership.
• Variance Analysis: Monitor and analyze financial performance metrics regularly to ensure alignment with strategic objectives and drive overall business success. Conduct detailed analysis of actual financial results compared to forecasted figures, identifying key drivers of performance and opportunities for improvement. Review analysis with Business Unit leaders on a monthly cadence.
• Executive Deck Building & Reporting: Support the design and delivery of monthly financial presentations for Technology leadership and senior Finance stakeholders. This includes structuring the narrative, translating complex financial performance into clear insights, and producing polished, executive-ready decks. You will be expected to anticipate leadership’s questions and proactively address them through well-designed, data-driven slides that drive decision-making.
• Cross-Functional Collaboration: Collaborate with IT, Accounting, and the broader Finance teams to ensure alignment of financial plans and objectives. Foster strong relationships and facilitate effective communication across the organization.
• Dashboard Reporting & Business Intelligence: Design, build, and maintain executive-facing financial dashboards and KPI reporting to give Technology leadership real-time visibility into spend, headcount, variance, and performance trends. Partner with BI and data teams as needed to connect financial data to operational metrics. Dashboards should reduce manual reporting burden and serve as a single source of truth for the Technology P&L.
• Process Improvement & Automation: Lead the identification and redesign of manual or inefficient FP&A workflows, including the standardization of close templates, forecasting models, and monthly reporting packages. Champion automation initiatives that reduce cycle time and improve data accuracy. Act as an internal advocate for scalable, repeatable processes that allow the Finance team to operate more efficiently as the company grows.

What You Need to Succeed:

• Minimum 5 years of experience on an Enterprise FP&A team
• Advanced Microsoft Excel / Google Sheets skills including use of lookups, sumifs, index-matches, VBA, and ability to transform large data sets. Experience building dashboards and reports in Tableau, Power BI, Looker, or similar BI tools strongly preferred.
• Prior experience supporting or directly contributing to a P&L with associated forecasts, budgets, and financial models
• Prior experience in variance analysis and communication (written and verbal) with business stakeholders, including direct experience building and presenting executive-level financial decks to senior leadership
• Demonstrated experience leading process improvement initiatives within an FP&A or finance function, including redesigning reporting workflows, implementing standardized templates, or driving automation of manual processes.
• Prior experience in Netsuite, Anaplan, Oracle, Salesforce, or Tableau highly desirable
• Undergraduate degree in Finance or other related quantitative discipline. Knowledge of Financial Statements and Accounting highly desirable
• Exceptional attention to detail and ability to work independently to deliver accurate, high-quality outputs with minimal oversight. Must be able to support complex, multi-scenario financial models end-to-end and communicate findings with clarity and confidence to senior stakeholders.