Job description

Role Summary We are seeking a strategic and analytical Senior Financial Planning & Analysis Analyst (FP&A) to join our finance team. This role will be instrumental in driving business insights, supporting decision-making, and enhancing financial performance across the organization. The ideal candidate brings a strong foundation in financial modeling, budgeting, forecasting, and business partnership, with the ability to distill complex data into actionable recommendations. Responsibilities Lead annual budgeting, quarterly forecasting, and long-range planning processes in partnership with business unit leaders Develop and maintain dynamic financial models to support strategic initiatives, scenario analysis, and resource allocation Analyze variances between actuals, budgets, and forecasts to identify trends, risks, and opportunities Prepare monthly/quarterly financial reports and dashboards for executive leadership and board presentations Collaborate cross-functionally with operations, sales, marketing, and HR to support financial planning and performance tracking Monitor key performance indicators (KPIs), business drivers, and industry trends to inform decision-making Provide financial input into pricing, investment, and capital planning initiatives Recommend process improvements and automation to increase the efficiency and accuracy of FP&A processes Serve as a thought partner to leadership, offering insights that support both tactical and strategic priorities Qualifications Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA/CMA preferred 5+ years of progressive experience in FP&A, corporate finance, or business analysis Advanced proficiency in Excel, PowerPoint, and financial modeling techniques Experience with ERP systems (e.g., NetSuite) and planning tools (e.g., Power BI) Strong analytical skills with attention to detail and a high degree of accuracy Excellent written and verbal communication skills with the ability to present complex information clearly Proven ability to work independently in a fast-paced, dynamic environment Strong business acumen and a proactive, problem-solving mindset Who is Intellivo? As an industry market leader in subrogation, Intellivo empowers health plans and insurers to maximize financial outcomes by identifying and pursuing more reimbursement opportunities from alternative third-party liability (TPL) payers. Through innovative technology, Intellivo accelerates the identification of reimbursement opportunities while eliminating burdensome outreach to plan members. With a 26-year history of excellence, Intellivo proudly represents more than 200 of the country's largest health plans. Benefits That Support You Inside and Outside of Work Comprehensive medical, dental, and vision insurance 401(k) retirement savings plan with employer match Paid time off and paid holidays Company-paid life insurance and short-term and long-term disability coverage Employee Assistance Program with counseling, financial coaching, legal resources, career coaching, and wellness support Health Savings Account with company contributions for eligible employees Wellness, healthcare advocacy, and pet benefits A high-performing, collaborative culture built on ownership, accountability, continuous improvement, and meaningful impact

Requirements

Must-haves

Lead annual budgeting, quarterly forecasting, and long-range planning processes in partnership with business unit leaders
Develop and maintain dynamic financial models to support strategic initiatives, scenario analysis, and resource allocation
Analyze variances between actuals, budgets, and forecasts to identify trends, risks, and opportunities
Prepare monthly/quarterly financial reports and dashboards for executive leadership and board presentations
Collaborate cross-functionally with operations, sales, marketing, and HR to support financial planning and performance tracking
Monitor key performance indicators (KPIs), business drivers, and industry trends to inform decision-making
Provide financial input into pricing, investment, and capital planning initiatives
Recommend process improvements and automation to increase the efficiency and accuracy of FP&A processes
Serve as a thought partner to leadership, offering insights that support both tactical and strategic priorities
5+ years of progressive experience in FP&A, corporate finance, or business analysis
Advanced proficiency in Excel, PowerPoint, and financial modeling techniques
Experience with ERP systems (e.g., NetSuite) and planning tools (e.g., Power BI)
Strong analytical skills with attention to detail and a high degree of accuracy
Excellent written and verbal communication skills with the ability to present complex information clearly
Proven ability to work independently in a fast-paced, dynamic environment
Strong business acumen and a proactive, problem-solving mindset
Who is Intellivo?
Benefits That Support You Inside and Outside of Work
Health Savings Account with company contributions for eligible employees
Wellness, healthcare advocacy, and pet benefits
A high-performing, collaborative culture built on ownership, accountability, continuous improvement, and meaningful impact

Nice-to-haves

Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA/CMA preferred

Application prep

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Platform: bamboohr
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Paid Time Off

Wellness