Financial Planning & Analysis (FP&A) Manager

Collective Health•San Francisco, CA

7h•Hybrid

About The Position

At Collective Health, we’re transforming how employers and their people engage with their health benefits by seamlessly integrating cutting-edge technology, compassionate service, and world-class user experience design. This job posting will close at 4:00 PM Mountain Standard time on February 3rd. As an FP&A manager, your mission is to accelerate Collective Health’s Financial Planning and Analysis function. In doing so, you will work closely with Finance leadership and collaborate with stakeholders from Customer Experience (CX), Sales, Marketing, Product, and Engineering (R&D). You will play a critical role in enabling a high performing FP&A function. You must be intellectually curious, detail-oriented, and able to identify solutions to complex problems (frequently with limited or incomplete data) and execute those solutions.

Requirements

Experience with Adaptive Planning / Adaptive Insights, OfficeConnect, and Netsuite is required.
Strong knowledge and deep understanding of Financial statements (IS, BS, CF)
5+ years applicable work experience in a high growth environment in healthcare technology is required
Strong detail orientation and analytical and problem solving skills
Expert MS excel / Google Sheets skills - candidate should be comfortable with financial modeling and working with large amounts of data
Working knowledge of GAAP (Accruals, COGS, and Capitalization versus Expense) is required
Excellent interpersonal skills with the ability to communicate effectively both verbally and in writing, including exceptional excel and PowerPoint skills to convey data and storyline

Responsibilities

Work directly with the director of FP&A and other finance leadership and support the annual budgeting and forecasting processes
Establish oneself as a trusted partner to peers and senior leaders with an intimate understanding of stakeholder requirements to run the business
Manage scenario planning process through ongoing headcount management and expense planning
Manage and drive key cross-functional initiatives from start to finish
Provide ad-hoc analyses and special project support for the Finance leadership
Develop and prepare corporate reporting of month end results with variance analysis
Enhance existing reports and develop additional recurring reports including dashboards, monthly metrics, and Board materials
Support development of three-year-long range financial plan for both internal use and investor purposes
Identifying new systems, tools, and processes to scale your support