Be an Early Applicant
Our mission is to raise the standard of healthcare for everyone.
The Role
The Sr. FP&A Business Partner leads forecasting and analysis, consolidates financial data, supports financial modeling, and drives process improvements.
Summary Generated by Built In
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. 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.
Responsibilities
- 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.
Qualifications
- 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
Physical/Cognitive Requirements
- 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.
- Ability to travel once to twice per year.
The United States new hire base salary target ranges for this full-time position are:
Zone A: $108,890 - 141,560 + equity + benefits
Zone B: $119,779 - 155,716 + equity + benefits
Zone C: 130,668 - 169,872 + equity + benefits
Zone D: 141,557 - 184,028 + equity + benefits
This range reflects the minimum and maximum target for new hire salaries for candidates based on their respective Zone. Below is additional information on Included Health's commitment to maintaining transparent and equitable compensation practices across our distinct geographic zones.
Starting base salary for you will depend on several job-related factors, unique to each candidate, which may include education; training; skills; years and depth of experience; certifications and licensure; our needs; internal peer equity; organizational considerations; and understanding of geographic and market data. Compensation structures and ranges are tailored to each zone's unique market conditions to ensure that all employees receive fair and great compensation package based on their roles and locations. Your Recruiter can share your geographic zone upon inquiry.
Benefits & Perks:
In addition to receiving a great compensation package, the compensation package may include, depending on the role, the following and more:
Remote-first culture
401(k) savings plan through Fidelity
Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance)
Paid Time Off ("PTO") and Discretionary Time Off (“DTO")
12 weeks of 100% Paid Parental leave
Family Building & Compassionate Leave: Fertility coverage, $25,000 for surrogacy/adoption, and paid leave for failed treatments, adoption or pregnancies.
Work-From-Home reimbursement to support team collaboration home office work
Your recruiter will share more about the salary range and benefits package for your role during the hiring process.
About Included Health
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.
-----
Included Health is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Included Health considers all qualified applicants with arrest or conviction records in accordance with the San Francisco Fair Chance Ordinance, the Los Angeles County Fair Chance Ordinance, and California law.
Top Skills
Anaplan
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
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.
Gallery
