Financial Planning Jobs in California

INTRODUCTION

Alignment Health is breaking the mold in conventional health care, committed to serving seniors and those who need it most: the chronically ill and frail. It takes an entire team of passionate and caring people, united in our mission to put the senior first. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment Health community. Working at Alignment Health provides an opportunity to do work that really matters, not only changing lives but saving them. Together.

ROLE AND RESPONSIBILITIES

The Financial Planning & Analysis Manager assists the Director and SVP of Financial Planning & Analysis in all areas of financial analysis including budgeting, forecasting, financial reporting, financial solvency, cash flow, various regulatory reporting obligations, ongoing as well as new business relationships, and overall financial performance against budget. For this role, we’re looking for a leader who has built a consistent track record of excellence in the workplace, can flourish in an entrepreneurial environment, and is comfortable working in a dynamic organization while managing tight deadlines. This person will need intermediate to advanced Excel experience working with complex financial models.

General Duties/Responsibilities (May include but are not limited to):

• Assist with the execution of annual budgeting process, quarterly forecast, and development of five-year forecast.
• Assist with the monthly review of financial results.
• Analyze detailed corporate and financial information.
• Participate in corporate financing (debt and equity) and M&A transactions.
• Prepare presentations to Board of Investors and Investors.
• Build financial models based on the operational drivers of the business to evaluate historical performance and forecast projected financial results.
• Improve financial and operational status by analyzing results; monitoring variances; identifying trends; recommending actions to management.
• Develop supporting materials to share analyses and findings with senior management.
• Demonstrate commitment and attendance sufficient to complete the duties of the position as required.
• Perform related duties similar to the above in scope and function as required.

SUPERVISORY RESPONSIBILITIES

• N/A

MINIMUM REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum Experience:

5 years of FP&A or comparable experience.

Health plan experience preferred.

At least an intermediate to advanced level of proficiency with MS Excel.

Education/Licensure:

Bachelor of Science in Finance, Business or Accounting preferred.

Other:

Knowledge of principles and practices of finance administration in accounting, budgeting, and auditing.

Detail-oriented personality with executive maturity, business acumen, and the ability to influence with exceptional communication skills.

Ability to handle competing priorities and complex projects.

Curiosity, Strong Problem-Solving Skills, Process Improvement, Statistical Analysis, Reporting research results, Excellent Presentation skills, ability to communicate effectively with all levels of employees up to Executive Level.

Be able to work towards goals with low levels of supervision.

Establish and maintain effective working relationships with those contacted in the course of work.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL PHYSICAL FUNCTIONS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. While performing the duties of this job, the employee is regularly required to talk or hear. The employee regularly is required to stand, walk, sit, use hand to finger, handle or feel objects, tools, or controls; and reach with hands and arms.

The employee frequently lifts and/or moves up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

COMPENSATION

• Pay Range: $109,932.00 - $164,899.00

Pay range may be based on a number of factors including market location, education, responsibilities, experience, etc.

Alignment Health is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, gender identity, or sexual orientation.

Alignment Healthcare, LLC is proud to practice Equal Employment Opportunity and Affirmative Action. We are looking for diversity in qualified candidates for employment: Minority/Female/Disable/Protected Veteran.

If you require any reasonable accommodation under the Americans with Disabilities Act (ADA) in completing the online application, interviewing, completing any pre-employment testing or otherwise participating in the employee selection process, please contact careers@ahcusa.com.

DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at https://reportfraud.ftc.gov/#. If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health’s talent acquisition team, please email careers@ahcusa.com.