Senior Financial Planning & Analysis (FP&A) Analyst – Business Cases

Delta Dental•Rancho Cordova, CA

7d•Hybrid

About The Position

The Senior Financial Analyst - Business Cases evaluates strategic investments, business cases, mergers and acquisitions, and other growth opportunities proposed across the enterprise. The analyst will perform financial modeling, investment analysis, benchmarking, and scenario evaluation to assess opportunities and provide data-driven recommendations using metrics such as ROI, payback period, NPV, and IRR. A key responsibility is measuring value realization after implementation by evaluating actual outcomes against original assumptions and helping leadership improve future investment decisions.

Requirements

4+ w/Bachelor’s degree
A minimum of 4 years of progressive experience in financial planning & analysis
Strong organizational/time management skills and multi-tasking abilities.
Detail oriented with strong analytical and problem-solving skills.
Excellent verbal and written communication skills.
Knowledge of ERP and Planning applications, such as Oracle/Hyperion, SAP, IBM/Cognos required (Oracle/Hyperion preferred)
Understanding of basic accounting concepts and principles
Able to effectively coordinate work and communicate across disparate groups of individuals, functions, and levels in the organization
PC literacy required; Excellent MSOffice skills (Outlook, Word, Excel, PowerPoint, Access)

Nice To Haves

Knowledge of health insurance industry desirable

Responsibilities

Drives planning, budgeting and forecasting process by partnering with business owners.
Responsible for monthly financial performance reporting and communications, including trend and variance analysis, to functional and finance leaders.
Works independently or collaboratively with cross-functional teams to perform sophisticated, high-impact persuasive analysis that drives strategic decision-making for all areas of the business.
Manages key department processes and projects, such as cost allocations, profitability analysis, scenario analysis, rate review, cost benefit analysis, etc.
Develops and maintain complex models.
Identifies opportunities and lead process improvement efforts to achieve operational efficiency.
Mentors junior members of the team and oversee their work.
Drives efforts to improve financial and business acumen of partners across the enterprise.
Supports development of analysis, including key drivers that impact business outcome.
Interprets financial and other data to deliver insights and support decision making for business partners.