At Collective Health, we’re transforming how employers and their people engage with their health benefits by seamlessly integrating cutting-edge technology, compassionate service, and world-class user experience design.
The FP&A Manager is tasked with significantly enhancing Collective Health’s Financial Planning and Analysis function. This critical role involves close collaboration with Finance leadership and key cross-functional stakeholders, including Customer Experience (CX) and Health Plans (HPO), Product, and Engineering (R&D). A core responsibility is to move beyond mere financial reporting to provide essential financial foresight, enabling faster decision-making and strategically guiding teams toward superior performance. The ideal candidate must be intellectually curious, detail-oriented, and possess the ability to identify and execute solutions for complex problems, often requiring analysis with limited or incomplete data.
What you'll do:- Work directly with the Director of FP&A and other finance leadership and support the annual budgeting and forecasting processes
- Establish oneself as a trusted partner to peers and senior leaders with an intimate understanding of stakeholder requirements to run the business
- Serve as the dedicated partner for Customer Experience (CX) and Health Plans Operations (HPO) teams and any 3rd party services related to Operations
- Manage critical operations financial areas with significant interaction with our Capacity Planning teams including scenario planning through ongoing headcount management and expense planning
- Manage and drive key cross-functional initiatives from start to finish
- Provide ad-hoc analyses and special project support for the Finance leadership
- Develop and prepare corporate reporting of month end results with variance analysis
- Enhance existing reports and develop additional recurring reports including dashboards, monthly metrics, and Board materials
- Support development of three-year-long range financial plan for both internal use and investor purposes
- Identify new systems, tools, and processes to scale your support
- Experience with Adaptive Planning / Adaptive Insights and Netsuite. Experience with Adaptive Planning/OfficeConnect is highly desirable
- Strong knowledge and deep understanding of Financial statements (IS, BS, CF)
- 7+ years applicable work experience in a high growth environment preferably in technology or healthcare
- Proven experience and knowledge in call center management and staffing, including capacity planning and workforce optimization.
- Strong detail orientation and analytical and problem solving skills
- Strong AI skills, including a demonstrated ability to leverage generative AI tools (e.g., Gemini in Google Sheets) to automate complex financial analysis, summarize insights from large data sets for corporate reporting and Board materials, and identify AI-driven solutions to enhance FP&A efficiency and scale support
- Expert MS excel / Google Sheets skills - candidate should be comfortable with financial modeling and working with large amounts of data
- Working knowledge of GAAP (Accruals, COGS, and Capitalization versus Expense) a plus
- Excellent interpersonal skills with the ability to communicate effectively both verbally and in writing, including exceptional excel/Google Sheets and PowerPoint skills to convey data and storylines
This is a hybrid position based out of our Lehi office, with the expectation of being in office at least two weekdays per week. #LI-hybrid
The actual pay rate offered within the range will depend on factors including geographic location, qualifications, experience, and internal equity. In addition to the salary, you will be eligible for 115000 stock options and benefits like health insurance, 401k, and paid time off. Learn more about our benefits at https://jobs.collectivehealth.com/benefits/.
- Mission-driven culture that values innovation, collaboration, and a commitment to excellence in healthcare
- Impactful projects that shape the future of our organization
- Opportunities for professional development through internal mobility opportunities, mentorship programs, and courses tailored to your interests
- Flexible work arrangements and a supportive work-life balance
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Collective Health is committed to providing support to candidates who require reasonable accommodation during the interview process. If you need assistance, please contact [email protected].
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Skills Required
- Experience with Adaptive Planning / Adaptive Insights
- Experience with NetSuite
- Experience with Adaptive Planning OfficeConnect
- Strong knowledge and deep understanding of financial statements (Income Statement, Balance Sheet, Cash Flow)
- 7+ years applicable work experience in a high-growth environment (preferably technology or healthcare)
- Proven experience in call center management and staffing, including capacity planning and workforce optimization
- Strong detail orientation, analytical and problem-solving skills
- Strong AI skills, including experience leveraging generative AI tools (e.g., Gemini in Google Sheets) to automate financial analysis and summarize large datasets
- Expert Microsoft Excel and Google Sheets skills; financial modeling and handling large datasets
- Working knowledge of GAAP (accruals, COGS, capitalization vs. expense)
- Excellent interpersonal and communication skills, including PowerPoint for conveying data and storylines
Collective Health Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Collective Health and has not been reviewed or approved by Collective Health.
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Healthcare Strength — Benefits include competitive medical, dental, and vision coverage with options for $0 employee-only premiums and no waiting period, with some plans offering very low out-of-pocket costs. Feedback suggests this level of coverage is a standout element of the total package.
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Leave & Time Off Breadth — Generous time-off programs encompass ample PTO, 12 paid holidays, baby-bonding leave with a supportive return-to-work program, and a fully paid four-week sabbatical after five years. Feedback suggests these elements meaningfully enhance overall rewards beyond cash.
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Wellbeing & Lifestyle Benefits — A $100 monthly wellness stipend, access to Headspace resources, commuter support, and optional add-on insurances provide breadth and flexibility in day-to-day benefits. Feedback suggests these lifestyle supports contribute tangible value alongside salary.
Collective Health Insights
What We Do
Collective Health is a technology company simplifying employer healthcare to make health insurance work for everyone. With more than a quarter million members and over 60 enterprise clients—including Pinterest, Restoration Hardware, and more—our technical and customer experience teams are reinventing the healthcare experience for employers and their people.
Why Work With Us
Collective Health has a mighty mission—to make the American healthcare system effortless—and a culture focused empathy, authenticity, curiosity, and a need to solve hard problems. We have a diverse, mission-driven team with doctors working alongside data scientists and nuclear engineers to reinvent the the healthcare experience for everyday people.
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