Senior Financial Planning Analyst

Who We Are

Point32Health is a leading health and wellbeing organization, delivering an ever-better personalized health care experience to everyone in our communities. At Point32Health, we are building on the quality, nonprofit heritage of our founding organizations, Tufts Health Plan and Harvard Pilgrim Health Care, where we leverage our experience and expertise to help people find their version of healthier living through a broad range of health plans and tools that make navigating health and wellbeing easier.

We enjoy the important work we do every day in service to our members, partners, colleagues and communities.

Job Summary

The Sr. Finance Consultant will be part of the Corporate FP&A team and will provide support to the Finance, Director of FP&A on delivery of, quarterly forecast, annual plan, monthly financial close, Monthly operating review, and special projects.

Job Description

Key Responsibilities

• Conduct detailed financial analysis operations, including revenue, expenses, and profitability. Identify trends, variances, and key performance indicators (KPIs).
• Assist in the annual budgeting process, working closely with various departments to create detailed financial plans. Prepare regular forecasts to track performance against budgets.
• Provide financial insights and analysis to support strategic decision-making. Collaborate with senior management to assess the financial impact of different strategic options.
• Generate and distribute financial reports, dashboards, and presentations to senior leadership and key stakeholders.
• Utilize financial modeling, data analytics, and reporting tools to extract meaningful insights from large datasets.
• Monitor and report on key financial performance indicators, helping to drive improvements in financial metrics.
• Conduct ad hoc financial analysis and research projects as required by senior management to address specific business questions or challenges.
• Collaborate with departments such as actuarial, underwriting, and claims to ensure alignment of financial goals with operational strategies.
• Continuously seek opportunities to streamline financial processes and reporting methods to enhance efficiency and accuracy.

Qualifications:

• 3-5 years of progressive experience in Finance or Medical Economics
• Bachelor’s degree in business. MBA strongly preferred
• Robust understanding of Claims data
• Experience in financial performance analytics and the generation of actionable insights
• Strong working proficiency required in understanding and utilizing: Excel, Power Point and SQL

• Strong analytic skills with the ability to synthesize and organize large data for meaningful use and action
• organizational skills, to be able to package analysis together to frame the story
• Well-developed presentation and communication skills
• Energetic and proactive individual who strikes the right balance between self- initiation and collaborating with others
• Demonstrated ability to master new content quickly
• Must be able to manage and direct multiple priorities and meet deadlines in a fast-paced environment

Working Conditions and Additional Requirements (include special requirements, e.g., lifting, travel):

• Must be able to work under normal office conditions and work from home as required.
• Work may require simultaneous use of a telephone/headset and PC/keyboard and sitting for extended durations.
• May be required to work additional hours beyond standard work schedule. Fast paced office environment handling multiple demands.
• Professional business environment within offices.
• Minimal activity outside at external sites.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position. Management retains the discretion to add to or change the duties of the position at any time.

Compensation & Total Rewards Overview

Commitment to Diversity, Equity, Inclusion, Accessibility (DEIA) and Health Equity

​Point32Health is committed to making diversity, equity, inclusion, accessibility and health equity part of everything we do—from product design to the workforce driving that innovation. Our Diversity, Equity, Inclusion, Accessibility (DEIA) and Health Equity team's strategy is deeply connected to our core values and will evolve as the changing nature of work shifts. Programming, events, and an inclusion infrastructure play a role in how we spread cultural awareness, train people leaders on engaging with their teams and provide parameters on how to recruit and retain talented and dynamic talent.  We welcome all applicants and qualified individuals, who will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Scam Alert: Point32Health has recently become aware of job posting scams where unauthorized individuals posing as Point32Health recruiters have placed job advertisements and reached out to potential candidates. These advertisements or individuals may ask the applicant to make a payment. Point32Health would never ask an applicant to make a payment related to a job application or job offer, or to pay for workplace equipment. If you have any concerns about the legitimacy of a job posting or recruiting contact, you may contact [email protected]