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: $119,313.00 to $178,968.00 Originally posted on Himalayas