Senior Financial Planning & Analysis Business Partner, Included Health
Consolidations
$108.9-184k
Actual salary range is dependent on location. Offers bonus and equity
More information about location
Digital healthcare provider
Be an early applicant
Digital healthcare provider
1001+ employees
Be an early applicant
$108.9-184k
Actual salary range is dependent on location. Offers bonus and equity
More information about location
1001+ employees
Company mission
To raise the standard of healthcare for everyone, everywhere.
Role
Who you are
- You'll be a great fit for this role if you're proactive, able to manage complex processes, and detail-oriented, and can navigate ambiguity and thrive in a dynamic, fast-paced environment
- The ideal candidate has a strong background in financial consolidation and can effectively communicate multi-faceted financial information to both finance and non-finance audiences
- Bachelor's degree in finance, accounting, business administration, or a related field, MBA or advanced degree
- 10+ years of Finance experience focused in financial planning and analysis, specifically consolidations
- Perform complex scenario modeling
- Experience with cash flow forecasting
- Understand and can work through complex issues applying data and preparing in-depth analysis
- Understanding of financial systems, processes, and tools, with a focus on continuous improvement
- Experience communicating analytical findings for a range of different audiences
- Present complex financial information in a digestible format with actionable insights
- Can work with employees at all levels of the organization in a collaborative environment
- Experience with Anaplan
- Prompt and regular attendance at assigned work location
- Ability to thrive in a fast-paced, high-intensity work environment
- Ability to remain seated in a stationary position for prolonged periods
- Requires eye-hand coordination and manual dexterity sufficient to operate keyboard, computer and other office-related equipment
- No heavy lifting is expected, though occasional exertion of about 20 lbs. of force (e.g., lifting a computer / laptop) may be required
- Ability to interact with leadership, employees, and members in an appropriate manner
What the job involves
- The Sr Financial Planning & Analysis (FP&A) Business Partner drives forecasting, analysis, and strategy through collaboration with business partners and leaders across the organization
- Reporting to the Finance Sr Director, you will be responsible for bringing together financial data from various sources to create a complete and accurate picture of our company’s performance
- This role also supports financial modeling for consolidations, including employee benefits and cash flow forecasts
- Process improvement will be a key part of your role, building and refining financial reporting dashboards and models, assisting with data standardization, and ensuring the high accuracy required for presentation to internal and external stakeholders
- You will contribute directly to our long-term and annual planning cycles, as well as the monthly forecasting process and the consolidated financial story
- Lead the financial close and forecast consolidation process, ensuring timely and accurate reporting
- Manage the consolidation of financial statements, including the income statement, balance sheet, and statement of cash flow
- Oversee and report on areas within the consolidation scope, such as our employee benefits, and cash flow forecasts
- Develop clear and concise financial stories and presentations for internal management, providing insights to support strategic decision-making
- Prepare and support materials for external reporting, including investor relations (IR) and Board of Directors presentations
- Partner with cross-functional teams to gather data, resolve discrepancies, and improve reporting processes
- Identify opportunities for process improvement and actively use AI and other tools to automate and streamline financial tasks
- Contribute to the general ledger (GL) setup to ensure reporting capabilities are optimized
Our take
As the name suggests, Included Health is on a mission to raise the standard of healthcare for everyone, offering inclusive, integrated virtual care and navigation.
It differentiates itself from competitors with its emphasis on improving health outcomes and challenges faced by communities including LGBTQ+ and BIPOC. The negative healthcare experiences faced by these marginalised groups means they often avoid care at a rate that is around 3x greater than the border US population, putting their health at risk.
With healthcare still fragmented and focused on one-size-fits-all solutions, Included Health is disrupting the market by using technology to match patients quickly with the best care, no matter where they live. It currently counts retail behemoths Walmart and Home Depot as customers.
Freddie
Company Specialist at Welcome to the Jungle
Insights
16% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Sep 2020
$175m
GROWTH EQUITY VC
May 2018
$66m
SERIES D
Total funding: $347m
Company benefits
- Comprehensive medical, dental and vision plans
- All employee spouses and children can access Included Health services at no cost
- For time off, take it when you need it with our unaccrued discretionary time off for all exempt employees
Company HQ
Financial District, San Francisco, CA
Leadership
Owen Tripp
(CEO & co-founder)Previously served as a Senior Consultant at Accenture before joining eBay as the Manager and Founder of User Behaviour Intelligence in 2004. Co-founded Reputation.com in 2006, and served as its COO from 2008 to 2012. Was an Advisor at Pathbrite and Life360.
Lawrence "Rusty" Hofmann
(Co-Founder)Studied Medicine at Ohio State, Johns Hopkins and Stanford. Was Assistant Professor at Johns Hopkins from 2000 to 2005, and is now Professor of Interventional Radiology at Stanford. Co-founded Grand Rounds, rebranded to Included Health, in 2012. Is Medical Director at Stanford Health Care.
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