Independent Health · 2 months ago
Financial Planning & Analysis Analyst-Senior
Buffalo, NY
Full-time
Onsite
Mid, Senior Level
$90K/yr - $105K/yr
4+ years expIndependent Health is committed to fostering growth, innovation, and collaboration among its employees. The Senior Financial Planning and Analysis Analyst will assist in budgeting and forecasting processes, conduct financial analysis, and provide strategic decision support to senior management to drive the company's financial objectives.
Health CareInsuranceNon Profit
No H1B
Responsibilities
Support the annual strategic planning and budgeting process, collaborating with product owners and department heads to align financial objectives with overall corporate goals
Work closely with executive leadership, to prepare and review all budget information for approval by the Board of Directors
Align and prioritize initiatives to the annual operating and strategic plans and perform forecasting to provide visibility into business results to enable business decisions
Partner with cross-functional teams to develop and refine strategic initiatives as well as evaluate business opportunities and investments
Develop and maintain robust financial models to support strategic decision-making, including long-range planning, annual budgeting, and quarterly forecasting
Analyze financial and operational data to identify and explain variances, trends, opportunities, and risks, providing insights to senior leadership to drive actionable outcomes
Lead the preparation of comprehensive monthly management reports and presentations for executive management
Prepare ad-hoc executive analysis and reporting as required, summarizing key points of interest in support of the organization’s financial objectives
Conduct scenario analysis and sensitivity testing to assess the potential impact of various strategic decisions on financial performance
Work with business to establish key performance indicators (KPIs) and metrics to monitor business performance, tracking actual results against budget and forecast
Qualification
Required
Bachelor's degree in finance, accounting or a related field is required. MBA or CPA preferred. An additional four (4) years of experience will be considered in lieu of a degree
Four (4) years of experience in financial planning and analysis, process management, and relevant project leadership required
Comprehensive knowledge of financial statement analysis, forecasting, and KPI reporting
Knowledge of GAAP accounting
Strong analytical and problem-solving skills to prepare and analyze complex financial data
Ability to interpret and summarize results of variance analysis in a meaningful way
Understanding of utilizing financial models and leveraging data from reporting to drive financial results
Proficiency in financial software and systems, including ERP, financial modeling, and reporting tools
Strong interpersonal and communication skills and the ability to work effectively with a wide range of associates across multiple business areas
Proven examples of displaying the IH values: Passionate, Caring, Respectful, Trustworthy, Collaborative and Accountable
Preferred
Experience in health insurance forecasting and management reporting preferred
Workday Financials/OfficeConnect experience preferred
Benefits
Scorecard incentive
Full range of benefits
Generous paid time off
Company
Independent Health
As one of Western New York's first HMOs, Independent Health covers approximately 355,000 people here and across the country with more than 100 plans, services and products.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-11-18Acquired
Leadership Team
Michael W. Cropp, M.D., M.B.A.
President and CEO
Jim Dunlop Jr.
Executive Vice President and Chief Financial Officer
Recent News
vermontbiz.com
2025-11-19
2025-11-19
Company data provided by crunchbase