Health Plans, Inc. (HPI) is a New England-based Third-Party Administrator (TPA) of self-funded health and benefit plans. HPI was founded in 1981 to provide comprehensive health plan administration to employers, municipalities, and Taft-Hartley plans. Health Plans has grown to become an industry-leading TPA by offering customized self-funded benefit plans to employers, combined with superior customer service and investment in the latest administrative and data-mining technology, and reinsurance (stop-loss) security. Summary: The Director, Financial Planning and Analysis will lead all aspects of financial planning including the annual operating plan, quarterly forecasts, long-term strategic plan and capital budgeting. This individual will have a key role in supporting the financial strategy of the organization in providing analytical support for strategic planning, growth strategies, operational efficiencies, activity-based costing and working capital management. The ideal candidate will have a strong background in financial management within the health insurance or self-funded industry with the ability to thrive in a fast-paced, high-growth setting. Duties and Responsibilities: + Lead the annual operating plan and quarterly forecasting processes, working closely with Senior Leadership to ensure accuracy and alignment with strategic goals while identifying and quantifying associated risks and opportunities. + Provide comprehensive variance analyses to support financial reporting and recommend corrective actions when necessary. + Maintain monthly membership accounting and reporting. + Develop and maintain comprehensive financial models to support long-term strategic plan with related scenario planning and sensitivity analysis. + Develop, maintain and enhance financial reporting tools and processes to provide actionable financial insights. + Monitor and analyze key metrics, providing recommendations to improve financial performance and operational efficiency. + Oversee the preparation of monthly and quarterly financial reports, including variance analysis and executive summaries. + Drive the implementation of best practices in financial planning, reporting, and analysis, leveraging technology and automation where possible. + Support due diligence and integration efforts related to M&A activities, including financial modeling and analysis. + Collaborate with financial reporting team and ensure FP&A efforts are aligned with accounting standards and practices. + Mentor and develop FP&A team members to enhance their skills and career growth and foster a culture of continuous improvement. Requirements: + Bachelor’s degree in Finance, Accounting or Business Administration, MBA a plus. + Minimum of 7 years’ management experience within the health insurance industry. + Ability to provide leadership in alignment with organizational goals and have the ability to quickly adapt to changing processes with minimal supervision. + Strong financial modeling, budgeting, forecasting and analytical skills with the ability to interpret complex financial data. + Excellent communication and interpersonal skills, with the ability to influence at all levels of the organization. + Proficiency in financial modeling and forecasting techniques. + Ability to effectively present information and respond to questions from groups of executives, managers, providers, clients and brokers. + Ability to respond to constantly changing circumstances and work under short deadlines. + Strong organizational, analytical, project management, and communications skills. + Advanced skill level in Microsoft Office, including Word, Excel, and Outlook, as well as other common software used to support the business function of the company. Benefits: + Medical, Dental and Vision Coverage + Prescription Drug Coverage + Fitness Reimbursement Benefit + Tobacco Cessation Program + Employee Assistance Program + Flexible Spending Account & Health Savings Account + 401(k) and Profit-Sharing Plan + Quarterly Bonuses + Generous Paid-Time Off + Volunteer Days + Education Assistance & Professional Development Opportunities + ….and much much more! So, think you want to join the HPI team? We hope to hear from you! You can read more about us at hpitpa.com/about-us/careers/ EEO/AA/M/F/Vet/Disability Employer