Senior Financial Planning & Analysis Analyst

Network Health's success is rooted in its mission to create healthy and strong Wisconsin communities. Network Health is seeking a Senior Financial Planning & Analysis Analyst to support the achievement of corporate financial and growth goals by providing financial analysis to organizational senior leadership.

This position will develop models to support forecasting and budgeting efforts. The Financial Planning Analyst, Sr. will develop presentations geared towards both financial and non-financial management. In addition, the Financial Planning Analyst, Sr. will participate in monthly meetings with budget owners to discuss variances to budget and gain insights into operational areas to better analyze data and create accurate forecasts. The Financial Planning Analyst, Sr. will be an integral part of the annual budget process, working with budget owners and senior leadership to determine appropriate allocations and budget amounts. This role will represent Finance at cross functional meetings and may review the work of others in the department. This role provides the opportunity to mentor and demonstrate leadership within their individual and/or team roles.

Location:
Candidates must reside in the state of Wisconsin for consideration. With our hybrid workplace model, this position is eligible to work 3 days a week at your home office (reliable internet is required), and 2 days a week at our corporate office in Menasha.

Hours:
1.0 FTE, 40 hours per week, 8am-5pm Monday through Friday

Job Responsibilities:

• Participates as an integral FP&A team member for Network Health's annual, quarterly and multi-year financial budgets and forecasts
• Provides financial expertise and financial perspective to the strategic planning teams related to balance sheet, income statement and cash flow statement.
• Aids VP and Director of FP&A in presenting budgets and financial performance results to senior leadership
• Prepares financial reports by collecting, formatting, analyzing and explaining information; may present results to management and/or senior leadership
• Plans and develops various analyses (including cost/benefit, cost estimate, total-cost-of-ownership, probable maximum loss, forecasts, and experience allocations) that are used by senior leadership to evaluate decision options
• Performs cost benefit analysis on projects
• Builds models for operational and financial analysis
• Understands overall cost structures within operations, and models operations to assess incremental product costs
• Actively participates on and represents the Finance division on cross-functional development teams for new programs and processes in all areas of operations
• Maintains a current understanding of the FP&A operations and budgeting software (Adaptive Insights)
• Develop & maintain procedures to document FP&A duties
• Ensure compliance with internal controls and standard business practices
• Completes special projects, ad-hoc analysis and other duties as assigned

Job Requirements:

• Bachelor's Degree in a math-based area such as Accounting, Finance, Economics, Statistics, etc. required
• MBA preferred
• Five or more years of experience required
• Insurance industry experience preferred
• Strong analytical, accounting, and problem-solving skills
• Strong aptitude for working with financial reporting systems, including ability to modify reports
• Demonstrated experience managing and coordinating multiple tasks
• Maintains technical knowledge by attending educational workshops, reviewing publications
• Ability to interpret raw budget and financial data into easily understood financial reports and forecasts.
• Intermediate Proficiency with Microsoft Office programs, such as PowerPoint, and Word; Advanced skills with Excel.
• Ability to work independently, prioritize work, and successfully manage multiple projects and deadlines

We are proud to be an Equal Opportunity Employer who values and maintains an environment that attracts, recruits, engages and retains a diverse workforce.