Senior Financial Planning Analyst
Point32Health
- Canton, MA
- Permanent
- Full-time
- Execute the F1, F2 and annual forecasting processes and continue to assess for areas for enhancement
- Produce standardized reporting processes across all administrative areas (departmental and executive)
- Manage monthly budgets in order to conduct monthly expense reviews with leadership
- Assist in developing materials for monthly meetings with Vice Presidents and Directors throughout the organization
- Build out monthly budgets to include cost drivers to drive a more accurate allocation that reflects business reality
- Identify and track monthly expense accrual and coordinate with AP and the accounting team
- Assist with verification of Affordability of Care (AOC) initiatives
- Enhance capital requesting, approving, and reporting processes
- Document financial processes
- Assist with ad hoc financial analysis projects as assigned
- Types of projects may include (membership shifts, system consolidation, impacts of automation, etc.)
- Support Manager of Corporate Finance through Regulatory reporting and benchmarking exercises
- Demonstrate best in class business behaviors
- Collaboration – Partner with Finance team and business partners to achieve results. Act as one team to ensure work is completed. Always ask how you can help with a constant focus on proactive behavior. Treat business partners as clients with a focus on returning phone calls and emails timely, setting up meetings to discuss critical topics, sharing processes before executing and allowing ample time to review draft documents. Err on the side of over communicating.
- Business Knowledge – Demonstrate an understanding of business operations with the goal of becoming the spokesperson for your areas of responsibility.
- Critical Thinking – Constructively challenge decisions and process to ensure optimal decision making and performance. Focus on identifying process efficiencies, improving message, and enabling ease of understanding.
- Bachelor’s degree in Finance, Accounting or Business
- Advanced degree preferred (MBA or Masters) preferred
- Professional license (e.g., CPA, CIA, etc.) preferred
- 3-5 years’ related business experience with finance, operations and process understanding required
- Healthcare Industry experience a plus
- Proficient in budget management and techniques
- Proficient in using financial systems (e.g., IBM Cognos) and modelling tools
- Advanced Excel skills
- Ability to manage to deadlines and shifting priorities
- Project management and organizational skills
- Ability to implement new processes (comfortable working in white space)
- Analytical Skills: ability to synthesize and organize information for meaningful use and action
- Proven oral and written communication skills
- Strong relationship building and leadership skills to influence work and collaboratively across all levels of employees, management and cross-functionally
- Understanding of technology/ operations related to Tufts Health Plan systems
- Strategic thinking skills; ability to draw meaningful insights and identify business implications
- Detail oriented