Sr Analyst, Financial Planning & Analysis

Your Future Evolves Here

The FP&A team’s mission is to deliver data-driven financial and operational analyses that inform strategic decision-making, business planning, and areas of future investment.  This individual will be responsible for all FP&A activities within their business area, and the FP&A team structure allows for future opportunities to cover other Evolent business lines and operations over time.
 

Evolent’s FP&A team works cross-functionally with all departments across the organization, including Operations, Accounting, Implementation, and Sales, and partners with all company stakeholders, including the executive leadership team. 
 

What You Will Be Doing:
 

The primary responsibilities of the Sr. Analyst include assisting in the following FP&A activities for their business area:
 

Supporting their Business Area in all FP&A Activities –

• Produce monthly financial packages / reports with business intelligence / KPIs with commentary on key business drivers
• Report out to the FP&A team on recent financial performance and trends for their business area during monthly meetings and in any other forums
• Conduct ad hoc analysis and data requests including highlighting unexpected variances / trends and engaging business leaders to jointly investigate these items
• Coordinate with business leaders in forecasting and budgeting processes, highlighting areas of opportunity, and soliciting the department’s input on key business driver assumptions
• Assist department leaders in all areas within FP&A and all other ancillary Finance functions (e.g., reporting, coordinating with Accounting / Payroll, job requisitions / open role planning, department P&L forecasting)
• Customize the standard companywide FP&A tools to aid the unique needs of the business area
• Provide both business updates and process recommendations to the Finance team informed by challenges and opportunities within that business area
• Liaise with other teams under the Finance umbrella (e.g., Actuarial, Accounting) to maintain accurate forecasting
   

Responsibility for Core FP&A Activities –  

• Primary point of contact for your business area
• Build and maintain forecast models with consistency, accuracy, and scalability
• Continuously seek to improve our financial models as the business evolves and the customer base and product offerings expand
• Provide nuanced analysis to help explain monthly variances and impacts to future forecasts
• Publish an annual budget and a monthly forecast with bridges vs. prior forecasts
• Create, automate, and maintain financial reporting tools
• Partner with the Accounting team to investigate variances vs. forecast
• Collaborate with the Financial Information Systems team to drive Adaptive Insights functionality improvement, including automating reporting and developing process automation initiatives
• Manage Workday / Adaptive financial data in partnership with Talent, Workday, and Finance (e.g., project codes, capitalization codes, cost centers)

Qualifications Required and Preferred:

• Bachelor’s degree in Business, Finance, Accounting, or a related quantitative field, or equivalent experience (REQUIRED)
• 3+ years of FP&A experience or other relevant Finance role with substantial financial modeling experience and ideally coming from an institution with a training / rotational / development program (REQUIRED)
• Experience with Workday and Adaptive Insights (REQUIRED)
• Extensive experience using Microsoft Excel (REQUIRED)
• Extraordinarily detail oriented and focus on accuracy (REQUIRED)
• Exceptionally strong analytical abilities, with a track record of identifying insights from financial information and translating into business analytics and recommendations (REQUIRED)
• Candidate who thrives with growth-driven changes (REQUIRED)
• Experience in or exposure to the healthcare space, pricing, and/or operational analytics (PREFERRED)
• Ability to work Eastern time zone business hours (PREFERRED)

To ensure a secure hiring process we have implemented several identity verification steps, including submission of a government issued photo ID. We conduct identity verification during interviews, and final interviews may require onsite attendance. All candidates must complete a comprehensive background check, in-person I-9 verification, and may be subject to drug screening prior to employment. The use of artificial intelligence tools during interviews is prohibited and monitored. Misrepresentation will result in immediate disqualification from consideration.

Technical Requirements:

We require that all employees have the following technical capability at their home: High speed internet over 10 Mbps and, specifically for all call center employees, the ability to plug in directly to the home internet router.

Evolent is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. If you need reasonable accommodation to access the information provided on this website, please contact [email protected] for further assistance.