Senior Financial Planning Analyst

AllOne Health is in the business of care; and service is what matters most.

As a leader in workplace behavioral health, we’ve proven that a company’s success is directly linked to the health and well-being of their employees.

By joining our team, you will make a difference in the lives of our clients and their communities. The meaningful work that we do includes counseling, providing work-life resources, wellness and more through our Employee Assistance Programs (EAP).

We are currently seeking a full-time Senior Financial Planning Analyst. This is a full time, exempt position working remotely.

The Senior Financial Planning Analyst brings our vision to life by leading the budgeting, forecasting, long-term planning, implementation, and business strategic analysis of the financial team. Conducts financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations. Reviews analysis results, develops insightful suggestions for investment, sourcing, cost reduction and leads strategic business decisions.

What You’ll Do:

• Evaluate financial and strategic impact of new business opportunities.
• Coordinate preparation of annual budgets, quarterly forecasts and reporting using Intacct budgeting Tool.
• Utilize pro-forma model of business combinations, divestitures and other projects.
• Develop budgets, forecast and variance analysis working with budget owners.
• Develop and lead annual Financial Planning process across the company.
• Develop and maintain timely and accurate financial statements and reports that are appropriate for the users and in accordance with generally accepted accounting principles (GAAP)
• Develop trend analysis and consolidation of forecasts for all groups.
• Conduct and evaluate what-if analysis on various business scenarios.
• Develop professional relations with key managers of businesses to facilitate information sharing.
• Develop root cause analysis and gap closure plans when results are not as per financial plan expectations working with other department personnel.
• Monitor and manage several existing projects with tight deadlines, including independent project work.
• Perform cost benefit or breakeven analysis on specified projects.
• Search financial opportunities to improve business, accounting and budgeting processes.
• Collaborate with other departments to analyze different projects to develop goals, measure performance and make recommendations.
• Conduct monthly variance analyses through result evaluation to recommend business process improvements.
• Develop and present financial plans and projections to senior management.
• Provide financial analysis support as needed to manage ad hoc projects.
• Participate in cross-functional efforts within Finance to improve reporting, planning, and analysis capabilities.
• Develop and maintain timely and accurate financial statements and reports that are appropriate for the users and in accordance with generally accepted accounting principles (GAAP)
• Develop and maintain financial accounting systems

What You’ll Need:

• Bachelor’s degree in Finance, Accounting, or related field required
• Master’s degree and CPA preferred
• Direct experience with Intacct Accounting Software
• Familiarity with Microsoft Office including Advanced Excel skills
• 3 to 5 years of progressive financial responsibility
• Ability to meet right deadlines

Company Perks:

• We don’t want you to wait - Immediate medical (Blue Cross/Blue Shield), dental, and vision insurance is available
• Self-Care is a top priority – We offer desirable work schedules and a generous amount of Paid Time Off
• Thinking about your future? – We have a 401(k) retirement program with a company match
• Of course, we know that life happens - Employee Assistance Program (EAP) benefits are available to you and your family
• …and many more!

AllOne Health is an AA/EO employer and actively seeks candidates from diverse backgrounds.