Job Description
HealthPlanOne's mission is to help people find the right health insurance at the right price, so they live healthier lives. We are committed to making the shopping process simpler. Our mission has never been more important than it is today. The Manager, Financial Planning & Analysis (FP&A) will play a critical role within the FP&A team, reporting to the Director, FP&A. This position will be heavily involved in developing financial models and extracting valuable information from large data sources used to drive strategic business decisions. The Manager, FP&A will be a true business partner and expert in forecasting, able to clearly communicate between core finance / accounting and executive leadership.
Supervisory Responsibilities:
None Duties/Responsibilities:
Continuous improvement (automation) of the monthly reporting package Use advanced analytics of large data sets to help determine Lifetime Values (LTVs) based on carrier, lead source and new vs. plan switcher assumptions Reconcile data across multiple reporting systems Ensure expenses are properly accounted for Support business leaders in managing their profit and loss centers with monthly reporting and finance connect meetings Provide monthly variance analysis versus Budget, Forecast, and Prior Year Support the overhaul of the annual budget process Implement a new forecast process Assist in presentations for internal executive leadership and Board of Directors Participate in annual ramp plan discussions for MAQ hiring, working closely with Account Managers, Recruiting, and Operations Support internal and external audits Other ad-hoc strategic analyses and work across the business, as necessary Performs other related duties as assigned Required Skills/Abilities:
Bachelor's Degree in Business Administration / Accounting / Finance 5 years' experience working in Finance, preferably in FP&A Strong working knowledge of finance basics including P&L and cash flow statements. Strong analytical skills and detail orientation Advanced Excel skills General knowledge of accounting principles Strong knowledge of financial systems Excellent verbal and written communication skills Ability to be resourceful, creative and maintain flexibility. Must be able to work as part of a team as well as independently. Ability to multi-task in a fast-paced, variable environment Must be able to handle confidential information with discretion. Strong planning and analytical skills with attention to detail Preferred Skills/Abilities:
Experience with Workday & Adaptive Planning Physical Requirements:
Must be able to remain in a stationary position (e.g., sitting or standing) for extended periods of time, typically in a cubicle environment (constant noise, fluorescent overhead lighting) Frequent use of a computer, dual monitors, keyboard, mouse, and other standard office equipment such as a telephone, copier, and printer. Must be able to communicate effectively, including exchanging information in person, in writing, by telephone, email or video conferencing. Visual and auditory acuity required to perform job duties effectively, including reading, writing, and interpreting information on screens or in print. Hand dexterity, fine motor skills needed to operate a keyboard and mouse efficiently Reach with hands and arms occasionally For Hybrid Roles:
Must be able to commute to an office setting as required, which may include walking short distances and navigating an office environment. Occasionally moves about the office to access files, office machinery, and meet with others. Equal Employment Opportunity (EEO) is a fundamental principle at HealthPlanOne, where employment is based upon personal capabilities and qualifications. HealthPlanOne does not discriminate because of actual or perceived sex, sexual orientation or preference, gender identity, gender, transgender, race, color, religion, national origin, creed, citizenship status, ancestry, age, marital status, pregnancy, childbirth or related medical conditions, medical conditions including genetic characteristics, mental or physical disability, military and veteran status, or any other protected characteristic as established by law. HealthPlanOne requires the necessary drug testing and background checks as part of our pre-employment practices. If you need assistance or an accommodation due to a disability, please contact us to request accommodation at hr@hpone.com Our Story HPOne was started in 2006 with a singular vision: create custom sales, marketing and contact center solutions exclusively for the health and Medicare insurance products. Since our beginnings, HPOne has grown dramatically. We may be bigger in size, but our focus on optimizing health insurance consumer interactions has never been clearer. We have become one of the highest performing marketing, member acquisition and retention companies in the industry, the largest producer of exclusive Medicare leads, and have expanded into nine locations serving consumers seeking Medicare and health insurance in every state. Our mission continues to be finding the right plans that fit our customer's needs and supporting those customers through enrollment. Year after year we will remain available to customers to make sure they are still satisfied with their plans, or if life changes require new solutions for their healthcare. Our Culture We are a fast-growing company in an industry that is rapidly changing. But a relentless focus on having the most qualified and engaged employees will never change. The HPOne environment encourages collaboration, transparency, open dialogue, and professional growth. Employees routinely describe HPOne as "welcoming," "innovative" and "motivational." We treat employees across the entire organization like trusted colleagues, regularly seeking broad input to design what we know to be the best operation in the industry. An entrepreneurial spirit is in our DNA. We require excellence in every task that we undertake. All contributions are valued and everyone on staff pitches in to create a culture where success is the standard and challenges are seen as an opportunity to learn and grow. Every employee - from agents to programmers and senior management - is aligned around the central objective to deliver the most value for consumers.
