Financial Planning & Analysis Lead
Job Description
Summary CareMore Health, a Mosaic Health company, is seeking an experienced Financial Planning & Analysis (FP&A) Lead to serve as a key finance partner supporting financial planning, forecasting, reporting, and business decision-making. This role leads complex financial analyses, owns critical planning processes, and provides actionable insights to operational and clinical stakeholders within a value-based healthcare environment. The FP&A Lead operates with minimal supervision, serves as a recognized subject matter expert in financial planning and analysis, and leads cross-functional initiatives that improve financial performance and decision-making. The role requires strong analytical capabilities, healthcare finance expertise, and the ability to translate complex financial data into meaningful business recommendations. How will you make an impact & Requirements
Key Responsibilities
Financial Planning, Forecasting & Analysis Lead annual budgeting, quarterly forecasting, and monthly financial planning activities for assigned business areas. Develop and maintain complex financial models supporting operational, clinical, and strategic initiatives. Analyze financial performance, key business drivers, and emerging trends to identify risks and opportunities. Support long-range planning activities through scenario modeling and sensitivity analysis. Recommend improvements to forecasting methodologies and planning processes. Business Partnership & Decision Support Serve as a trusted finance partner to operational, clinical, and functional leaders. Translate financial and operational data into actionable insights and recommendations. Lead monthly variance analysis and communicate performance drivers to leadership. Provide financial guidance for business initiatives, investments, and operational improvement efforts. Present financial findings and recommendations to senior leaders and stakeholders. Healthcare Finance & Performance Management Analyze healthcare-specific financial and operational metrics, including PMPM, utilization, medical cost trends, MLR, and membership performance. Support financial modeling and performance monitoring for value-based care arrangements, capitation agreements, and shared savings programs. Partner with Accounting, Actuarial, Clinical, and Operations teams to understand performance drivers and improve forecasting accuracy. Process Improvement & Project Leadership Lead complex FP&A projects requiring cross-functional collaboration and independent problem-solving. Identify opportunities to improve reporting efficiency, forecasting accuracy, and data quality. Support automation initiatives and implementation of planning and reporting tools. Establish and maintain documentation, model governance, and reporting standards within the FP&A function. Leadership & Team Development Provide guidance, coaching, and technical support to analysts and other finance team members. Review analytical work products and help elevate team capabilities and best practices. Lead project teams and coordinate efforts across multiple stakeholders to achieve business objectives.
Qualifications
Required Experience Bachelor's degree in Finance, Accounting, Economics, Statistics, or related field. 7+ years of progressive FP&A, corporate finance, or healthcare finance experience. Healthcare industry experience required. Demonstrated experience leading complex financial analyses, planning processes, and cross-functional initiatives. Experience partnering with senior functional leaders and influencing business decisions through data-driven recommendations. Technical & Functional Expertise Advanced financial modeling and analytical skills. Strong understanding of financial statements, budgeting, forecasting, and variance analysis. Experience with planning systems such as Workday Adaptive Planning, Oracle, or similar platforms. Proficiency working with large financial and operational datasets. Knowledge of healthcare finance concepts including PMPM, MLR, IBNR, RAF/HCC, and value-based care economics preferred. Leadership Competencies Recognized subject matter expertise in FP&A and financial analysis. Ability to independently lead complex projects with minimal supervision. Strong problem-solving skills and sound business judgment. Proven ability to coach and mentor finance professionals. Excellent communication and presentation skills with the ability to influence stakeholders across functions. Compensation: $119,313.00to $178,968.00