Financial Planning amp Analysis Lead - Direct Segment Finance

Profile

Description

The Financial Planning & Analysis Lead analyzes and forecasts financial, economic, and other data to provide accurate and timely information for strategic and operational decisions. The Financial Planning & Analysis Lead works on problems of diverse scope and complexity ranging from moderate to substantial.

Responsibilities

The Financial Planning & Analysis Lead collects, compiles, verifies, and analyzes financial information and economic indicators so that senior management has accurate and timely information for making strategic and operational decisions on, for example, acquisitions, investments, capital expenditure, divestitures, mergers, or the sale of assets. Analyzes the financial implications of proposed investments or other transactions so that senior managers can evaluate alternatives against the organization's business objectives. Evaluates industry, economic, financial, and market trends to forecast the organization's short, medium, and long-term financial and competitive position. Involves financial modeling, reporting and budgeting as well. Advises executives to develop functional strategies (often segment specific) on matters of significance. Exercises independent judgment and decision making on complex issues regarding job duties and related tasks, and works under minimal supervision, Uses independent judgment requiring analysis of variable factors and determining the best course of action.

Primary role responsibilities include but is not limited to:


Provide support for Medicare Markets admin including:
Perform forecasting, analysis and explain variances for Medicare Markets.
Provide support to market finance throughout the year.
Develop budget admin targets for Medicare Markets.
Provide support and review admin results and forecasts with CarePlus and Puerto Rico finance.
Provide support to Segment/LOB leadership including:
Monthly review of allocated admin expenses.
Responsible for modeling admin expenses for Bid, Budget and Forecast.
Prepare and provide to partners Long Term Plan Admin and Bid Target Admin for Senior Products including (MAPD, Group and PDP) including:
Prepare the Long Term Plan / Bid Admin model and provide reports to leadership including evaluation of historical, current and prospective admin expense trends
Prepare Bid Admin trends for MAPD Individual and PDP Individual and reconcile between bid and financial admin
Prepare the PDP Individual Bid Model to allocate costs to the plan level
Perform ad hoc reporting for various leadership requests
Develop and evaluate new opportunities to improve existing processes
Interact with numerous colleagues throughout the organization


Required Qualifications


Bachelor's degree in finance, accounting or related field
8 or more years of finance and/or accounting experience, or equivalent
Experience advising senior leadership on financial strategies
Prior experience developing methods and criteria for measuring and summarizing data for complex analyses
Ability to lead and manage special projects that may necessitate cross-functional partnerships
Must be passionate about contributing to an organization focused on continuously improving consumer experiences


Preferred Qualifications


Leadership experience
Experience with SQL, and/or other multi-dimensional databases
Hyperion/Essbase, etc
Master's Degree in Business Administration or a CPA strongly preferred
Prior health insurance industry experience working in Finance/Accounting


Additional Information

This role will be temporarily WAH until Humana associates are permitted to re-enter the offices. At that time, the location for this role will be Louisville, KY, Humana Tower.

Scheduled Weekly Hours

40

Company info

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