Director, Financial Planning and Analysis

Summary

Title:	Director, Financial Planning and Analysis
ID:	20140040-CT
Location:	Trumbull, CT

Description

Health Plan One (HPO) founded in 2006, is a leading online health insurance brokerage headquartered in Shelton, CT. Licensed in all 50 states, HPO offers a robust online platform for consumers to research and select health insurance plans from a wide range of offerings by leading national and most regional carriers. We provide both online and offline support from nationally licensed sales representatives who are trained to help navigate the difficult process of selecting an individual, family, small group or Medicare plan. We are currently recruiting for a Director, Financial Planning & Analysis position. Visit us online at www.healthplanone.com for additional opportunities.

Director, Financial Planning & Analysis
Location: Trumbull, CT
SR# 2014 - 0040

RESPONSIBILITIES:
A highly motivated individual with strong technical and demonstrated analytical problem solving skills, capable of working independently with minimal supervision, is sought for the Director of Financial Planning & Analysis role. This is an opportunity to create and develop the FP&A function within a rapidly growing company. This position is responsible for (1) the accurate & timely forecasting of the financial results and key operating metrics for the company and for each of the four business lines within the company and (2) accurate & timely reporting of the key operating metrics. The position will be required to work cross-functionally with business unit leaders, human resources and the accounting team to develop a financial forecast regularly that will be used by the business leadership team. A critical aspect to the role will be to interpret the forecast into a tangible list of recommended actions that the leadership team can take to improve upon the forecasted financial results. The ideal candidate for this role will have FP&A experience within a dynamic, growing company that utilizes systems such as a CRM. The candidate should have strong systems skills, Excel skills and interpersonal and communication skills, a solid foundation in accounting and the ability to manipulate and analyze large volumes of data. Timely & accurate monthly reporting of the key operating metrics of the company on a monthly basis to enable (1) a monthly review with each business leader and (2) the timely completion of a full monthly reporting package for management and the Board of Directors. Weekly forecast of the financial results and key operating metrics of the current month. Quarterly forecast of the financial results and key operating metrics of the current calendar year. Analyze data for reasonableness & review variances by considering sources, current business activities and historical trends prior to providing analysis to business stakeholders. Forecasts should be inclusive of risks and opportunities that are clearly articulated to the business leadership team and global finance team, clearly showing the linkage between the operational action and the financial impact of that action. Generate ad hoc analysis to support projects such as strategy development, business performance analysis, pricing strategy, client and product profitability analysis and incentive compensation frameworks. Understand the key components of the unit economics for each product and identify ways to improve profit margin Help the CFO in the annual budgeting process and strategic planning process. Help with the accounting team to review the monthly close.

REQUIREMENTS:

Bachelor’s Degree
5 years working experience in finance or accounting, with 3 years in an FP&A role
Proven ability to accurately work with a high volume of numbers and data in a short period of time
Strong MS Office skills, particularly Excel and PowerPoint
Strong interpersonal skills, communication skills, and demonstrated ability to influence business leaders and peers to achieve optimal outcomes while building relationships.
Ability to multi-task in a fast-paced, variable environment
A results oriented, process thinker. Organized & strategic approach to problem solving
Demonstrated ability to present to senior leadership a clear, concise, and articulated message.
Discretion and confidentiality

Licenses/Certifications:

Keywords: (Financial Planning, Financial Analysis, Healthcare, Insurance, CRM)

Equal opportunity:
HealthPlanOne 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. HealthPlanOne requires the necessary drug testing and background checks to maintain a safe, drug-free work environment.

This opening is closed and is no longer accepting applications