Senior Financial Planning & Analysis Analyst (FP&A)

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