Sr Analyst, Financial Planning & Analysis

Evolent

About The Position

Evolent’s FP&A team delivers data-driven financial and operational analyses to inform strategic decision-making, business planning, and future investment. The Sr. Analyst is responsible for FP&A activities within an assigned business area and works cross-functionally with teams including Operations, Accounting, Implementation, and Sales, as well as company stakeholders and executive leadership. The role may provide opportunities over time to support other Evolent business lines and operations. The Sr. Analyst serves as the primary FP&A contact for the assigned business area. The position builds and maintains forecast models, develops annual budgets and monthly forecasts, analyzes financial performance and variances, and produces reporting tools and packages. It also supports business leaders in planning and forecasting, works with Accounting and other Finance teams to maintain accurate forecasts, and collaborates with Financial Information Systems to improve Adaptive Insights functionality and automate reporting and processes. The role requires a bachelor’s degree in a relevant field or equivalent experience, at least three years of relevant finance experience with substantial financial modeling, experience with Workday and Adaptive Insights, and extensive Microsoft Excel skills. The expected base salary is $90,000. The company offers comprehensive benefits, including health insurance benefits, to qualifying employees. Employees must have high-speed home internet exceeding 10 Mbps.

Requirements

Bachelor’s degree in Business, Finance, Accounting, or a related quantitative field, or equivalent experience.
At least 3 years of FP&A experience or another relevant Finance role with substantial financial modeling experience.
Experience with Workday and Adaptive Insights.
Extensive experience using Microsoft Excel.
Exceptional attention to detail and focus on accuracy.
Strong analytical abilities, with a track record of identifying insights from financial information and translating them into business analytics and recommendations.
Ability to thrive amid growth-driven changes.
High-speed home internet over 10 Mbps.

Nice To Haves

Experience in or exposure to healthcare, pricing, and/or operational analytics.
Ability to work Eastern time zone business hours.
Experience at an institution with a training, rotational, or development program.

Responsibilities

Produce monthly financial packages and reports with business intelligence, KPIs, and commentary on key business drivers.
Report on recent financial performance and trends for the assigned business area during monthly FP&A meetings and other forums.
Conduct ad hoc analyses and respond to data requests, identify unexpected variances and trends, and work with business leaders to investigate them.
Coordinate forecasting and budgeting with business leaders, identify opportunities, and solicit input on key business-driver assumptions.
Assist department leaders with FP&A and ancillary Finance activities, including reporting, coordination with Accounting and Payroll, job requisitions and open-role planning, and department P&L forecasting.
Customize companywide FP&A tools to address the needs of the assigned business area.
Provide business updates and process recommendations to the Finance team based on challenges and opportunities in the business area.
Liaise with Finance teams, including Actuarial and Accounting, to maintain accurate forecasts.
Serve as the primary FP&A point of contact for the assigned business area.
Build and maintain consistent, accurate, and scalable forecast models, and improve them as the business, customer base, and product offerings evolve.
Analyze monthly variances and explain their impacts on future forecasts.
Publish an annual budget and monthly forecasts, including bridges versus prior forecasts.
Create, automate, and maintain financial reporting tools.
Partner with Accounting to investigate variances versus forecast.
Collaborate with Financial Information Systems to improve Adaptive Insights functionality, automate reporting, and develop process-automation initiatives.
Manage Workday and Adaptive financial data in partnership with Talent, Workday, and Finance, including project codes, capitalization codes, and cost centers.