Financial Planning amp Analysis Lead

Profile

Description

Responsibilities

The Financial Planning & Analysis Lead collects, compiles, verifies, and analyzes financial information and economic indicators so that senior management has accurate and timely information for making strategic and operational decisions on, for example, acquisitions, investments, capital expenditure, divestitures, mergers, or the sale of assets. Analyzes the financial implications of proposed investments or other transactions so that senior managers can evaluate alternatives against the organization's business objectives. Evaluates industry, economic, financial, and market trends to forecast the organization's short, medium, and long-term financial and competitive position. Analyzes revenues, expenses, costs, prices, investments, cash flow, profits, labor market trends, inflation, interest rates, and exchange rates. May involve financial modeling, reporting and budgeting as well. Advises executives to develop functional strategies (often segment specific) on matters of significance. Exercises independent judgment and decision making on complex issues regarding job duties and related tasks, and works under minimal supervision, Uses independent judgment requiring analysis of variable factors and determining the best course of action.

Role Specifics:


Analyzes and advises on long term impact of technology investments
Collaborates with delivery and portfolio teams on planned investment and support on platforms and applications
Verify and analyze total cost of ownership to maintain applications and platforms
Develop and maintain business case and ROI analysis related to technology investments
Collaborate with segment finance teams on the business case benefits related to technology investments for long term planning


Required Qualifications


8 or more years of finance and/or accounting experience, or equivalent
Experience advising senior leadership on financial strategies
Demonstrated ability to lead a team of finance professionals
Knowledge of complex accounting and financial transactions for internal and external reporting
Prior experience developing methods and criteria for measuring and summarizing data for complex analyses
Ability to lead and manage special projects that may necessitate cross-functional partnerships
Strong proficiency with MS office
Must be passionate about contributing to an organization focused on continuously improving consumer experiences


Preferred Qualifications


Bachelors degree and/or Master's Degree in Business Administration or a CPA strongly preferred
Prior health insurance industry experience working in Finance/Accounting
FP&A experience working in the technology area/industry


Additional Information

Location: Strong preference for 'hybrid/home' in Louisville, Ky, Waterfront Plaza, but WAH Nationwide is also available for the right candidate.

Scheduled Weekly Hours

40

Company info

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