Sr Analyst, Financial Planning & Analysis

Evolent

2d•Remote

About The Position

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.

Requirements

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)
Ability to work Eastern time zone business hours (PREFERRED)

Nice To Haves

Experience in or exposure to the healthcare space, pricing, and/or operational analytics (PREFERRED)

Responsibilities

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
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)