Founded in 2006, HPOne is a leading sales and marketing organization that operates across multiple segments of the Medicare and health insurance marketplaces. Using proprietary technology solutions coupled with deep industry knowledge, the company provides a range of outsourced sales, marketing and contact services for national and regional health plans, operates private exchanges for individual consumers and employer-based group retirees, and manages the largest exclusive Medicare lead generation marketplace in the industry. HPOne’s core differentiation is its exclusive focus on the health insurance industry, bringing innovative and performance-based solutions that address the most pressing challenges facing clients.  With four state-of-the-art contact centers around the country and a management team with an average of over 15 years in the health insurance industry, HPOne provides its clients with the solutions they need to profitably grow and manage their business.

Trumbull, Conn (November 16, 2016) For the fifth consecutive year, HPOne has been named to Deloitte's Technology Fast 500™, a ranking of the 500 fastest growing technology, media, telecommunications, life sciences and energy tech companies in North America. HPOne grew its revenue over 199% during the period, earning it a rank of 357.


HPOne has an immediate opening for a seasoned finance professional to serve as Director of Financial Planning & Analysis (Dir FP&A) at its Trumbull, CT headquarters. HPOne is undergoing an exciting finance transformation under the leadership of a new Chief Financial Officer in order to support a rapidly growing business.

The Dir FP&A will report directly to the CFO but will have extensive direct interaction with, and serve as a business partner to, functional leadership across the company including sales and operations leaders at our contact centers in Florida and Arizona. This is an excellent opportunity for a smart, hands-on Finance professional with significant intellectual curiosity to provide effective decision support and operational telemetry to stakeholders across the enterprise.

The ideal candidate will have an undergraduate degree in Finance or Accounting and several years of experience serving as a senior financial analyst in a rapidly growing services oriented company. He/she will need to have advanced financial modeling skills (advanced Excel, Microsoft Access, Hyperion etc.), with the flexibility to build new and emerging models from scratch and interpret, explain and improve existing models. He/she will actively engage with leaders of each functional area to help define what “success looks like”, identify key performance indicators (KPI’s) and build effective reporting capabilities to measure progress in attaining the KPI’s. He/she will have the communication skills to actively engage with stakeholders, both internal customers and external carrier partners, to provide active decision support; not just generating the numbers but telling the story around them. He/she will play a major role in developing the annual Budget and providing regular ongoing forecasts with effective variance analysis, comparing actual results to prior projections. He/she will work closely with the Controller and accounting team to ensure an effective monthly close process and a smooth transition of the actual results into the forecast and reporting models. He/she will also work closely with CFO and Controller to research and potentially implement new financial tools. This is an exciting opportunity for a high energy, proactive finance professional to help transform the finance function of a rapidly growing business.  

Location: Trumbull, CT


Key Responsibilities:
•    Lead and manage the annual budget development process
•    Lead and manage the monthly forecast process (rolling view of fiscal year outlook)
•    Lead and manage the periodic strategic planning/long term planning process (multiple year view)
•    Through active pro-active engagement with stakeholders and strong intellectual curiosity develop a keen end-to-end knowledge of the business 
•    Define/re-define the critical key performance indicators for each area of the business and develop effective dashboard reports to measure progress in attaining benchmark goals
•    Prepare a crisp, comprehensive monthly reporting package of actual results (P&L, cash flow and balance sheet) and the outlook for the balance of the year; including commentary on drivers of variances
•    Serve as an effective business partner to each functional leader, developing effective decision support models to identify the financial ramifications of alternative decisions/courses of action:
o    Pro-active support to drive decisions
o    Focus management attention on highest potential products/services
o    Post-decision measurement of outcomes from the decisions
o    Recommendations to further enhance future results
•    Assist business leaders in developing sales/partner proposals and service level agreements (SLA’s) for prospects
•    Assist business leaders in implementing effective reporting packages for partners/carriers in relation to activity, results and SLA attainment
•    Assist CFO, Controller and Accounting team with any/all additional tasks needed to support a rapidly growing company, demonstrating a positive/”can-do” attitude at all times.

 Professional Qualifications:
•    Undergraduate degree, preferably in Finance 
•    Minimum of 5 years in finance roles with increasing responsibility
•    Excellent communication and interpersonal skills; both written and oral
•    Extensive and deep financial modeling & analysis skills (advanced Excel including vLookup, advanced Microsoft Access, familiarity with QuickBooks, Hyperion Planning, Hyperion Essbase a plus)
•    Experience building cash flow models (with working capital projections)
•    Experience building M&A and ROI models (DCF, IRR, NPV, lifetime customer value)
•    Advanced Microsoft Office skills (Word, PowerPoint)
•    Experience preparing executive management/Board reporting packs with insightful analysis
•    Experience with developing, managing and reporting call center key performance indicators and supporting phone channel sales and operations professionals a strong plus
•    Experience with developing, managing and reporting online/web key performance indicators and supporting web channel sales and operations professionals a strong plus
•    Experience developing and mentoring a financial analyst team a strong plus
•    A positive can-do attitude with strong intellectual curiosity and a strong customer service and continuous improvement mentality
•    Willingness to travel as needed (i.e. 15%+)

Equal opportunity:
HPOne is an equal opportunity employer, committed to employment equity throughout all levels of the organization.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin.  We welcome and encourage diversity in the workplace. HPOne requires the necessary drug testing and background checks to maintain a safe, drug-free work environment.