Job Description: Senior Financial Planning Analyst

Company: Not Specified
Location: Philadelphia, Pennsylvania
Job Category: Not Specified
Job Type: Not Specified
Salary: Not Specified

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Senior Financial Planning Analyst

Our organization is looking for dynamic individuals who love to learn, thrive on innovation, and are open to exploring new ways to achieve our goals. If this describes you, we want to speak with you. You can help us achieve our vision to lead nationally in innovating equitable whole-person health.

At Independence, everyone can feel valued, supported, and comfortable to be themselves. Our commitment to equity means that all associates have a fair opportunity to achieve their full potential. We put these principles into action every day by acting with integrity and respect. We stand together to speak out against injustice and to break down barriers to support a more inclusive and equitable workplace. Celebrating and embracing the diverse thoughts and perspectives that make up our workforce means our company is more vibrant, innovative, and better able to support the people and communities we serve.

Duties:

Provide accurate detailed and summary reporting and analysis of results, trends and issues impacting business areas.
Prepares monthly variance reports for timely distribution to management team. These reports include summaries of admin expense performance, specialized headcount reports and any exception reports that may be required. Reviews and analyzes variance to provide explanations for management.
Maintains monthly forecasting/outlook process; partners with business to highlight risks and opportunities in transparent and consultative manner.
Prepares monthly general ledger closing journal entries and variance analysis to aid in financial statement closing decisions.
Perform monthly account reconciliations as required.
Coordinates any changes needed to facilitate new cost centers, reorganizations or employee transfers.
Performs other duties & special projects as required.
Prepare and provide Ad-hoc reporting and support as required using Hyperion, PeopleSoft and other tools available.
Engages business partners to understand financial and business performance and to foster well informed decisions
Acts as business’ trusted advisor and supports them in attaining their business and financial results
Ensure business partners have appropriate reporting, transparency and education into financial plan, year over year variances, trends and areas of concern.
Communicates on a routine basis with senior Finance Leadership as well as all levels of leadership in client group supported.
Translates statistical data into trends and projections of future performance. Targets additional areas for continued improvement and efficiency within current trends and future projections.
Creates and maintains operational/financial measurement models and reports as required by Sr. Management
Manages financial business cases and ensures cost/benefit analysis is complete prior to project start, if necessary

Qualifications:

Undergraduate degree in Business, Accounting, Finance, or Management (or equivalent work experience)
5+ years’ experience working with financial budgets required.
Strong communication (both written and verbal) and strong presentation skills are required.
Demonstrated ability to interact with department management and the ability to work in an independent environment is essential.
Self-motivated, highly organized, and detail oriented as well as above average problem solving/analytical skills required.
Demonstrated proficiency with MS Office Suite (Excel, Access, and Word). PeopleSoft & Hyperion software experience is strongly preferred.
Understanding of budget/forecast principles and performance management activities
Ability to manage competing priorities and work in ambiguous situations
Demonstrated ability to work with business unit partners and corporate management
The ability to manage projects and customer expectations to a successful conclusion is essential.

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