[Hiring] Senior Analyst, Financial Planning & Analysis @Evolent

Role Description

The FP&A team’s mission is to deliver data-driven financial and operational analyses that inform strategic decision-making, business planning, and areas of future investment. This individual will be responsible for all FP&A activities within their business area, and the FP&A team structure allows for future opportunities to cover other Evolent business lines and operations over time.

Evolent’s FP&A team works cross-functionally with all departments across the organization, including Operations, Accounting, Implementation, and Sales, and partners with all company stakeholders, including the executive leadership team.

What You Will Be Doing

• Supporting their Business Area in all FP&A Activities:
  • Produce monthly financial packages / reports with business intelligence / KPIs with commentary on key business drivers.
  • Report out to the FP&A team on recent financial performance and trends for their business area during monthly meetings and in any other forums.
  • Conduct ad hoc analysis and data requests including highlighting unexpected variances / trends and engaging business leaders to jointly investigate these items.
  • Coordinate with business leaders in forecasting and budgeting processes, highlighting areas of opportunity, and soliciting the department’s input on key business driver assumptions.
  • Assist department leaders in all areas within FP&A and all other ancillary Finance functions (e.g., reporting, coordinating with Accounting / Payroll, job requisitions / open role planning, department P&L forecasting).
  • Customize the standard companywide FP&A tools to aid the unique needs of the business area.
  • Provide both business updates and process recommendations to the Finance team informed by challenges and opportunities within that business area.
  • Liaise with other teams under the Finance umbrella (e.g., Actuarial, Accounting) to maintain accurate forecasting.
• Responsibility for Core FP&A Activities:
  • Primary point of contact for your business area.
  • Build and maintain forecast models with consistency, accuracy, and scalability.
  • Continuously seek to improve our financial models as the business evolves and the customer base and product offerings expand.
  • Provide nuanced analysis to help explain monthly variances and impacts to future forecasts.
  • Publish an annual budget and a monthly forecast with bridges vs. prior forecasts.
  • Create, automate, and maintain financial reporting tools.
  • Partner with the Accounting team to investigate variances vs. forecast.
  • Collaborate with the Financial Information Systems team to drive Adaptive Insights functionality improvement, including automating reporting and developing process automation initiatives.
  • Manage Workday / Adaptive financial data in partnership with Talent, Workday, and Finance (e.g., project codes, capitalization codes, cost centers).

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or a related quantitative field, or equivalent experience – required
• 3+ years of FP&A experience or other relevant Finance role with substantial financial modeling experience and ideally coming from an institution with a training / rotational / development program – required
• Experience with Workday and Adaptive Insights – required
• Extensive experience using Microsoft Excel – required
• Extraordinarily detail oriented and focus on accuracy – required
• Exceptionally strong analytical abilities, with a track record of identifying insights from financial information and translating into business analytics and recommendations – required
• Candidate who thrives with growth-driven changes – required
• Experience in or exposure to the healthcare space, pricing, and / or operational analytics – preferred
• Ability to work Eastern time zone business hours – preferred

Requirements

• High speed internet over 10 Mbps.
• Ability to plug in directly to the home internet router (specifically for all call center employees).

Benefits

• Comprehensive benefits (including health insurance benefits) to qualifying employees.