Financial Planning Jobs in Pennsylvania

Job Details

The Manager, Financial Planning & Analysis leads financial planning, budgeting, forecasting, and performance analysis activities for the organization. This role develops financial insights, models, and reporting to support decision-making by Finance leadership and business partners. The Manager is responsible for overseeing analysts, ensuring accuracy and consistency in financial reporting, and driving continuous improvement in FP&A processes. This position partners closely with senior leaders to monitor financial performance, identify risks and opportunities, and support strategic and operational initiatives.

Job Description

Summary

The Manager, Financial Planning & Analysis leads financial planning, budgeting, forecasting, and performance analysis activities for the organization. This role develops financial insights, models, and reporting to support decision-making by Finance leadership and business partners. The Manager is responsible for overseeing analysts, ensuring accuracy and consistency in financial reporting, and driving continuous improvement in FP&A processes. This position partners closely with senior leaders to monitor financial performance, identify risks and opportunities, and support strategic and operational initiatives.

Job Duties

• Lead financial planning, budgeting, forecasting, and performance management across business units
• Deliver variance analyses, financial models, dashboards, and actionable insights for leadership decision-making
• Monitor financial performance, identify trends/risks, and drive KPI tracking aligned to organizational goals
• Partner cross-functionally with Finance, Accounting, and business leaders to support planning and operations
• Ensure accuracy, compliance, internal controls, and audit readiness while reviewing team outputs
• Drive process improvements, automation, and continuous improvement initiatives across FP&A
• Coach, mentor, and develop Financial Analysts, providing growth opportunities and strengthening team capability

Minimum Qualifications

• Bachelor’s Degree Finance, Accounting or related field
• 7 years progressive experience in financial planning and analysis
• Strong knowledge of financial planning, budgeting, forecasting, and variance analysis
• Advanced financial modeling and quantitative analysis skills
• Ability to interpret complex financial data and translate into actionable insights
• Strong interpersonal and communication skills with the ability to interact across all levels of the organization
• Demonstrated ability to influence decision-making and drive outcomes
• Ability to manage multiple priorities in a fast-paced environment while maintaining attention to detail and strategic perspective
• Proficiency in Excel, PowerPoint, and financial planning tools/systems
• Strong problem-solving and critical-thinking capabilities
• Demonstrated leadership, coaching, and team development skills
• Ability to build strong relationships and collaborate effectively across functions

Additional Qualifications

Physical Demands

Lift and carry 7 lbs., continuous sitting >67%, frequent keyboard use/repetitive motion, frequent fine motor activity/wrist position deviation.

Job Description Disclaimer: This position description provides the major duties/responsibilities, requirements and working conditions for the position. It is intended to be an accurate reflection of the current position, however management reserves the right to revise or change as necessary to meet organizational needs. Other responsibilities may be assigned when circumstances require.

Work Shift

Workday Day (United States of America)

Worker Sub Type

Regular

Employee Entity

Health Partners Plans, Inc.

Primary Location Address

1101 Market, Philadelphia, Pennsylvania, United States of America

Nationally ranked, Jefferson, which is principally located in the greater Philadelphia region, Lehigh Valley and Northeastern Pennsylvania and southern New Jersey, is reimagining health care and higher education to create unparalleled value. Jefferson is more than 65,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow's professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research. Thomas Jefferson University, home of Sidney Kimmel Medical College, Jefferson College of Nursing, and the Kanbar College of Design, Engineering and Commerce, dates back to 1824 and today comprises 10 colleges and three schools offering 200+ undergraduate and graduate programs to more than 8,300 students. Jefferson Health, nationally ranked as one of the top 15 not-for-profit health care systems in the country and the largest provider in the Philadelphia and Lehigh Valley areas, serves patients through millions of encounters each year at 32 hospitals campuses and more than 700 outpatient and urgent care locations throughout the region. Jefferson Health Plans is a not-for-profit managed health care organization providing a broad range of health coverage options in Pennsylvania and New Jersey for more than 35 years.

Jefferson is committed to providing equal educational and employment opportunities for all persons without regard to age, race, color, religion, creed, sexual orientation, gender, gender identity, marital status, pregnancy, national origin, ancestry, citizenship, military status, veteran status, handicap or disability or any other protected group or status.

Benefits

Jefferson offers a comprehensive package of benefits for full-time and part-time colleagues, including medical (including prescription), supplemental insurance, dental, vision, life and AD&D insurance, short- and long-term disability, flexible spending accounts, retirement plans, tuition assistance, as well as voluntary benefits, which provide colleagues with access to group rates on insurance and discounts. Colleagues have access to tuition discounts at Thomas Jefferson University after one year of full time service or two years of part time service. All colleagues, including those who work less than part-time (including per diem colleagues, adjunct faculty, and Jeff Temps), have access to medical (including prescription) insurance.