Capital Planning & Investment Analyst (Business Strategy & Financial Modeling) (Remote)
Alignment Health is breaking the mold in conventional health care, committed to serving seniors and those who need it most: the chronically ill and frail. It takes an entire team of passionate and caring people, united in our mission to put the senior first. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment Health community. Working at Alignment Health provides an opportunity to do work that really matters, not only changing lives but saving them. Together.
The Remote Business Analyst, Capital Planning supports executive leadership in the development, evaluation, and execution of strategic initiatives and capital investment opportunities across the Medicare Advantage organization. This role is responsible for partnering with business leaders to develop data-driven business cases, perform financial and operational analyses, quantify benefits, assess risks, and support capital planning processes.The analyst serves as a key contributor in translating strategic priorities into actionable investment proposals, enabling informed decision-making through rigorous analysis, forecasting, and performance measurement. This role works cross-functionally with Operations, Clinical Services, Finance, Technology, Compliance, Network Management, and Growth teams to evaluate opportunities that improve member outcomes, operational performance, regulatory compliance, and organizational growth.
Business Case Development
Lead the development of business cases for strategic initiatives, technology investments, operational improvements, and capital requests.
Collaborate with stakeholders to define business problems, opportunities, objectives, assumptions, and success criteria.
Quantify financial and non-financial benefits, including revenue growth, cost savings, productivity gains, quality improvements, risk mitigation, and member experience enhancements.
Develop return on investment (ROI), net present value (NPV), payback period, and total cost of ownership (TCO) analyses.
Prepare executive-level presentations and recommendations for leadership review and approval.
Capital Planning & Portfolio Support
Support annual and multi-year capital planning processes.
Evaluate and prioritize capital requests against strategic objectives, organizational value, and resource constraints.
Maintain capital project documentation, business case repositories, and investment tracking tools.
Monitor approved investments against forecasted benefits and business outcomes.
Assist leadership in developing investment roadmaps and prioritization frameworks.
Strategic Analysis
Analyze market trends, competitive dynamics, regulatory changes, and Medicare Advantage industry developments.
Conduct research and benchmarking to identify opportunities for operational and strategic improvement.
Support enterprise strategy initiatives through quantitative and qualitative analysis.
Translate complex business requirements into actionable recommendations.
Data & Financial Analysis
Gather, analyze, and interpret operational, clinical, financial, and member data.
Build forecasting models to evaluate initiative impacts and investment scenarios.
Create dashboards, reports, and performance metrics to measure business outcomes.
Identify key business drivers, risks, dependencies, and implementation considerations.
Stakeholder Engagement
Partner with business leaders, project sponsors, and subject matter experts to gather requirements and validate assumptions.
Facilitate workshops, meetings, and interviews to assess business needs and opportunities.
Communicate findings effectively to both technical and non-technical audiences.
Provide ongoing support throughout initiative lifecycle planning and implementation.
Job Requirements:
Experience:
Required:
3-7 years of experience in business analysis, strategic planning, management consulting, healthcare finance, or related analytical roles.
Education:
Required:
Bachelor's degree in Business Administration, Healthcare Administration, Finance, Supply Chain, Information Systems, or related field.
Specialized Skills:
Required:
Experience developing business cases, financial models, and executive presentations.
Strong analytical and problem-solving skills with the ability to synthesize complex information.
Advanced proficiency in Microsoft Excel and PowerPoint.
Experience working with data visualization and reporting tools such as Power BI, Tableau, or similar platforms.
Strong written and verbal communication skills.
Experience working cross-functionally with multiple stakeholders and leadership teams.
Pay range may be based on a number of factors including market location, education, responsibilities, experience, etc.
Alignment Health is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, gender identity, or sexual orientation.
*DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at https://reportfraud.ftc.gov/#/. If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health’s talent acquisition team, please email [email protected].
Skills Required
- 3-7 years of experience in business analysis, strategic planning, management consulting, healthcare finance, or related analytical roles
- Bachelor's degree in Business Administration, Healthcare Administration, Finance, Supply Chain, Information Systems, or a related field
- Experience developing business cases, financial models, and executive presentations
- Strong analytical and problem-solving skills with the ability to synthesize complex information
- Advanced proficiency in Microsoft Excel and PowerPoint
- Experience with data visualization and reporting tools such as Power BI, Tableau, or similar platforms
- Strong written and verbal communication skills
- Experience working cross-functionally with multiple stakeholders and leadership teams
Alignment Healthcare Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Alignment Healthcare and has not been reviewed or approved by Alignment Healthcare.
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Healthcare Strength — Core coverage includes multiple medical plan types with major carriers along with dental and vision. Options are described as comprehensive on paper and can include plan choice depending on role and location.
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Retirement Support — A 401(k) plan with company match is commonly offered, and some roles also receive equity via RSUs. This foundation strengthens total rewards even when base pay varies by job family.
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Leave & Time Off Breadth — PTO is offered with paid holidays, and some teams provide paid parental leave; clinical roles may include CME time and tuition reimbursement. These elements expand beyond basic medical benefits to support time away and professional development.
Alignment Healthcare Insights
What We Do
Alignment Healthcare is redefining the business of health care by shifting the focus from payments to people. We’ve created a new model for health care delivery that cuts costs and improves lives by unraveling the inefficiencies of the current system to drive patients, providers and payers toward a common goal of wellness. Harnessing best practices from Medicare Advantage, our innovative data-management technology allows us to commit to caring for seniors and those who need it most: the chronically ill and frail. Alignment Healthcare provides partners and patients with customized care and service where they need it and when they need it, including clinical coordination, risk management and technology facilitation. Alignment Healthcare offers health plan options through Alignment Health Plan, and also partners with select health plans to help deliver better benefits at lower costs. For more information, please visit www.alignmenthealthcare.com.
