Senior Financial Planning & Analysis Manager

Summary

Join Included Health as a Sr. Financial Planning & Analysis (FP&A) Manager and partner with business operations to develop revenue strategies. Reporting to the Finance Director, you will create financial models and reporting dashboards. You will contribute to long-term, annual, and monthly forecasting processes. This role requires strong financial and business partnership skills and collaboration with the finance team. While this is not a managerial position, it demands a collaborative mindset. The compensation package includes a competitive salary, equity, and a comprehensive benefits package.

Requirements

• Bachelor's degree in finance, accounting, business administration, or a related field, MBA or advanced degree
• 10+ years of Finance experience focused in financial planning and analysis
• Experience in complex financial modeling
• Experience understanding and resolving complex financial issues by using data and preparing in-depth analysis
• Understanding of financial systems, processes, and tools, with a focus on continuous improvement
• Experience communicating analytical findings for a range of different audiences
• Experience presenting complex financial information in easily understood formats
• Ability to work with employees at all levels of the organization in a collaborative environment
• Capability to remain seated in a stationary position for prolonged periods
• Eye-hand coordination and manual dexterity to operate keyboard, computer and other office-related equipment

Responsibilities

• Build financial reporting dashboards and models
• Assist with data standardization in financial reporting tools
• Help build long-term planning, annual planning and monthly forecasting process in partnership with the product line owners
• Improve product profitability through excellent financial and business partnership skills

Benefits

• Remote-first culture
• 401(k) savings plan through Fidelity
• Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance)
• Paid Time Off ("PTO") and Discretionary Time Off ("DTO")
• 12 weeks of 100% Paid Parental leave
• Family Building & Compassionate Leave: Fertility coverage, $25,000 for surrogacy/adoption, and paid leave for failed treatments, adoption or pregnancies
• Work-From-Home reimbursement to support team collaboration home office work