The Associate Finance Business Partner, Operating Expense is the dedicated FP&A partner for Included Health’s operating-expense organization. The role supports multiple departments, cost centers, budget owners, and leaders through financial planning, forecasting, close, reporting, and decision support. The position empowers functional partners to accomplish key operational objectives while upholding fiscal discipline and budget adherence.
This role manages recurring planning, forecasting, close, and reporting work within established priorities. It applies financial judgment to investigate variances and forecast issues, recommend practical next steps, and communicate implications to business partners. The role helps leaders maintain financial discipline, improve forecast accuracy, and understand the financial impact of operating decisions. It also coordinates improvements to our reporting processes and forecasting system.
Responsibilities:
Support annual planning, quarterly forecasting, monthly close, and expense reporting cycles.
Partner with budget owners to coordinate annual-plan inputs, assumptions, reviews, and updates.
Maintain forecast inputs across departments, covering headcount, vendors, compensation, software, facilities, travel, and health benefits.
Collaborate with budget owners, Talent & Organization, and Accounting to align forecasts and resolve data or timing issues.
Analyze monthly results and forecast updates, explaining key variance drivers, risks, and recommended actions.
Deliver financial insights and decision support to leaders, linking results to operating choices and strategy.
Review requisitions and purchase orders against approved budgets and headcount.
Work with Accounting on accruals, reclassifications, and expense classification.
Assist with reporting automation, Anaplan forecasting enhancements, and process redesigns.
Investigate spend variances, identify risks or opportunities, and escalate material issues.
Address ad hoc planning questions with cross-functional finance teams.
Qualifications:
Bachelor’s degree in finance, accounting, business administration, or a related field.
5+ years of relevant experience supporting financial planning and analysis, budgeting, forecasting, accounting, or expense management.
Ability to independently manage recurring analyses, apply financial judgment to investigate issues, and recommend solutions based on available information.
Strong spreadsheet skills and attention to detail; experience with financial planning or reporting systems is preferred.
Experience with Anaplan and Workday is preferred.
Clear written and verbal communication skills, including the ability to explain financial information and recommendations to non-finance partners and leaders.
Ability to build effective working relationships with budget owners, Accounting, Talent and Organization partners, and cross-functional finance teams.
Ability to manage recurring deadlines, adapt to changing priorities, and maintain accuracy in a fast-paced environment.
The base salary range for this full-time position is $95,260 – $115,000 per year in the United States. This posted range reflects the portion of our internal salary band that is currently funded for new hires in this role across our standard labor markets (Zones A–B).
For context, these markets include Zone A (e.g., Phoenix AZ, San Antonio TX, Columbus OH, Charlotte NC), Zone B (e.g., Chicago IL, Denver CO, San Diego CA, Houston TX), Zone C (e.g., Los Angeles CA, Seattle WA, Washington, D.C., Boston MA) and Zone D (e.g., San Francisco Bay Area CA, New York City NY, San Jose CA). Within this range, individual pay is determined by work location, skills, experience, and internal equity. We use structured salary bands and geographic zones based on cost of labor to keep pay fair and consistent.Skills Required
- Bachelor's degree in finance, accounting, business administration, or a related field
- 5+ years of relevant experience in financial planning and analysis, budgeting, forecasting, accounting, or expense management
- Ability to independently manage recurring analyses, investigate issues using financial judgment, and recommend solutions
- Strong spreadsheet skills and attention to detail
- Experience with financial planning or reporting systems
- Experience with Anaplan and Workday
- Clear written and verbal communication skills, including explaining financial information to non-finance partners and leaders
- Ability to build effective working relationships with budget owners, Accounting, Talent and Organization partners, and cross-functional finance teams
- Ability to manage recurring deadlines, adapt to changing priorities, and maintain accuracy in a fast-paced environment
Included Health Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Included Health and has not been reviewed or approved by Included Health.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage with employer-paid contributions and free access to the company’s own services enhances total rewards. Feedback suggests robust mental health support, telemedicine, and wellness programs strengthen perceived care quality.
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Parental & Family Support — Paid parental leave and family-building benefits, including fertility coverage and financial assistance for adoption and surrogacy, are seen as meaningful supports. Feedback suggests compassionate leave and free family access to care add tangible value for caregivers.
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Leave & Time Off Breadth — Flexible, non‑accrued vacation, generous PTO, paid volunteer time, floating holidays, and sabbaticals are consistently emphasized. Feedback suggests remote‑friendly flexibility and additional rest days during high‑stress periods improve work-life balance.
Included Health Insights
What We Do
Included Health is a new kind of healthcare company, delivering integrated virtual care and navigation. We’re on a mission to raise the standard of healthcare for everyone. We break down barriers to provide high-quality care for every person in every community — no matter where they are in their health journey or what type of care they need, from acute to chronic, behavioral to physical. We offer our members care guidance, advocacy, and access to personalized virtual and in-person care for everyday and urgent care, primary care, behavioral health, and specialty care. It’s all included. Learn more at includedhealth.com.
Why Work With Us
Here, initiative meets purpose. We have bold aspirations that drive our work. We care in a way that shows in everything we do. At Included Health, you will join a team that is propelled by the opportunity to redefine healthcare for all. It's work worth caring about.
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