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Health Insurance Financial Planning & Analytics Analyst IV

Remote, USA Full-time Posted 2025-11-03
This position will support our FP&A team within Finance. Prior experience in FP&A within Health Insurance/Managed Care is highly preferred. Job Summary: The Financial Planning Analyst IV will be responsible for developing pricing strategies and conducting financial analysis related to administrative expenses for new business opportunities, mergers, and acquisitions (M&A), as well as through the Request for Proposal (RFP) process. You will work closely with cross-functional teams to support decision-making related to administrative costs. The ideal candidate will possess strong analytical skills, a solid understanding of managed care and healthcare pricing models, and the ability to work in a fast-paced, dynamic environment. Essential Functions: • Develop and maintain new business proforma pricing models, ensuring all financial inputs are accurate and well-documented. • Collaborate with cross-functional departments to gather, validate and challenge necessary staffing and vendor spend needs ensuring assumptions are in conformance with Company policies or other contractual commitments. • Collaborate with M&A teams to evaluate financial aspects of potential transactions, including assessing pricing structures, cost synergies, and profitability. • Analyze the financial implications of integrating new business through M&A, ensuring alignment with company goals and pricing guidelines. • Perform detailed reconciliations of financial data to identify discrepancies and ensure data integrity. • Assist in the preparation of budgets and long-term financial forecasts related to pricing strategies. • Ensure compliance with company policies and financial regulations in all pricing-related activities. • Prepare and present comprehensive reports that clearly communicate findings and recommendations to management. • Perform any other job duties as requested. Education and Experience: • Bachelor's degree in Finance, Accounting, Economics, or related field (advanced degree preferred). • Business related post-graduate degree is preferred and provides credit for one year of related experience • Six (6) years of related experience in finance is required • Managed Care or healthcare experience is preferred Competencies, Knowledge and Skills: • Strong proficiency in financial modeling, Excel, and data analysis tools. • Solid understanding of M&A processes, financial due diligence, and pricing strategies. • Experience with RFP processes and pricing for managed care. • Strong attention to detail, analytical skills, and the ability to interpret complex financial data. • Excellent communication skills with the ability to present financial concepts to non-financial stakeholders. • Ability to work collaboratively in a cross-functional team environment and manage multiple projects simultaneously. • Familiar with a variety of financial concepts, practices and procedures • Ability to work independently • Detail oriented • Intermediate proficiency level with Microsoft Office • Knowledge of relational database software and/or business intelligence (BI) tools is preferred but not required. Licensure and Certification: • Certified Public Accountant (CPA), Certified Management Accountant (CMA), Association for Financial Professionals (AFP) FP&A, or related certification is preferred and provides credit for one year of related experience Working Conditions: • General office environment; may be required to sit or stand for extended periods of time • May be required to travel occasionally Apply Job!  

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