Financial Planning & Analysis Lead

Summary of Position

• Prepare high volumes of financial reports and presentations for Senior Management, including P&L and enrollment reporting with multiple views of results from high level to product level and cross walks among P&L data.
  
• Analyze operating results compared with budgets and forecasts.
  
• Collaborate with other departments to assist with planning, forecasting, etc. to gather and provide information.
  
• Compile the annual corporate budget and quarterly forecasts at a legal entity level.
  
• Develop quality visualizations for presentation of financial data and results that capture trends in enrollment, product forecast, budget, etc.

Principal Accountabilities

• Lead the preparation of the monthly management reporting packages and recurring Board and other Executive committee presentations.
  
• Produce and analyze results, monthly, quarterly and ad hoc.
  
• Partner with business area team to analyze financial data to provide greater understanding of financial trends for the presentations.
  
• Attend ongoing meetings with executive leadership.
  
• Assist with preparation of annual corporate plan, quarterly forecasts and long-term planning process.
  
• Partner with business area management and staff to analyze enrollment data to provide greater understanding of trends, and to develop enrollment forecasts.
  
• Analyze actual operational results against plan and forecasts, to better understand product performance and variance drivers.
  
• Support initiatives targeted at financial processes improvement and implementation of changes to achieve efficiencies and quality improvements in the areas of financial reporting and analysis.
  
• Prepare recurring and ad hoc operational related reports and analyses, as required.
  
• Prepare recurring reports for senior leaders in conjunction with ongoing meetings with the Department of Financial Services, Department of Insurance, and AM Best.