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Role Summary
We are seeking a strategic and analytical Senior Financial Planning & Analyst (FP&A) to join our finance team. This role will be instrumental in driving business insights, supporting decision-making, and enhancing financial performance across the organization. The ideal candidate brings a strong foundation in financial modeling, budgeting, forecasting, and business partnership, with the ability to distill complex data into actionable recommendations. Responsibilities
Lead annual budgeting, quarterly forecasting, and long-range planning processes in partnership with business unit leaders Develop and maintain dynamic financial models to support strategic initiatives, scenario analysis, and resource allocation Analyze variances between actuals, budgets, and forecasts to identify trends, risks, and opportunities Prepare monthly/quarterly financial reports and dashboards for executive leadership and board presentations Collaborate cross-functionally with operations, sales, marketing, and HR to support financial planning and performance tracking Monitor key performance indicators (KPIs), business drivers, and industry trends to inform decision-making Provide financial input into pricing, investment, and capital planning initiatives Recommend process improvements and automation to increase the efficiency and accuracy of FP&A processes Serve as a thought partner to leadership, offering insights that support both tactical and strategic priorities Qualifications
Bachelors degree in Finance, Accounting, Economics, or related field; MBA or CPA/CMA 5+ years of progressive experience in FP&A, corporate finance, or business analysis Advanced proficiency in Excel, PowerPoint, and financial modeling techniques Experience with ERP systems (e.g., NetSuite) and planning tools (e.g., Power BI) Strong analytical skills with attention to detail and a high degree of accuracy Excellent written and verbal communication skills with the ability to present complex information clearly Proven ability to work independently in a fast-paced, dynamic environment Strong business acumen and a proactive, problem-solving mindset Why work for Intellivo?
Imagine a place where your talent is treasured, and excellence is rewarded. Now imagine a collaborative culture where every voice is valued. We are a team united by solving some of the most complex challenges on the financial side of healthcare. We are Intellivators forward-thinking pioneers building the technologies that Fortune 500 employers, health plans, TPAs, providers, and billing organizations rely on to ensure responsible claim payments. Fueled by our experience and innovative startup mentality, we're growing fast. Amazing Team Members Intellivators! Medical Insurance Dental & Vision Insurance Industry leading health & wellness benefits 401(K) retirement plan Competitive Paid Time Off And More! *Benefit Recovery Group has been renamed Intellivo.*
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We are seeking a strategic and analytical Senior Financial Planning & Analyst (FP&A) to join our finance team. This role will be instrumental in driving business insights, supporting decision-making, and enhancing financial performance across the organization. The ideal candidate brings a strong foundation in financial modeling, budgeting, forecasting, and business partnership, with the ability to distill complex data into actionable recommendations. Responsibilities
Lead annual budgeting, quarterly forecasting, and long-range planning processes in partnership with business unit leaders Develop and maintain dynamic financial models to support strategic initiatives, scenario analysis, and resource allocation Analyze variances between actuals, budgets, and forecasts to identify trends, risks, and opportunities Prepare monthly/quarterly financial reports and dashboards for executive leadership and board presentations Collaborate cross-functionally with operations, sales, marketing, and HR to support financial planning and performance tracking Monitor key performance indicators (KPIs), business drivers, and industry trends to inform decision-making Provide financial input into pricing, investment, and capital planning initiatives Recommend process improvements and automation to increase the efficiency and accuracy of FP&A processes Serve as a thought partner to leadership, offering insights that support both tactical and strategic priorities Qualifications
Bachelors degree in Finance, Accounting, Economics, or related field; MBA or CPA/CMA 5+ years of progressive experience in FP&A, corporate finance, or business analysis Advanced proficiency in Excel, PowerPoint, and financial modeling techniques Experience with ERP systems (e.g., NetSuite) and planning tools (e.g., Power BI) Strong analytical skills with attention to detail and a high degree of accuracy Excellent written and verbal communication skills with the ability to present complex information clearly Proven ability to work independently in a fast-paced, dynamic environment Strong business acumen and a proactive, problem-solving mindset Why work for Intellivo?
Imagine a place where your talent is treasured, and excellence is rewarded. Now imagine a collaborative culture where every voice is valued. We are a team united by solving some of the most complex challenges on the financial side of healthcare. We are Intellivators forward-thinking pioneers building the technologies that Fortune 500 employers, health plans, TPAs, providers, and billing organizations rely on to ensure responsible claim payments. Fueled by our experience and innovative startup mentality, we're growing fast. Amazing Team Members Intellivators! Medical Insurance Dental & Vision Insurance Industry leading health & wellness benefits 401(K) retirement plan Competitive Paid Time Off And More! *Benefit Recovery Group has been renamed Intellivo.*
#J-18808-Ljbffr