Associate, Strategic Finance
Job Summary
The Associate, Strategic Finance supports financial planning, analytics, and business insights for corporate, operations, and technology divisions. You will collaborate with Finance leaders on projections, business reviews, and strategic partnerships. This role involves creating analytical insights to ensure visibility into spending patterns and presenting findings to leadership.
Responsibilities
- Develop financial models and scenario planning tools.
- Support pricing decisions and portfolio strategy.
- Analyze profitability, market trends, and membership insights.
- Monitor ACA landscape metrics and business health.
Required Skills
- Bachelor's degree in Finance or Economics.
- 4+ years of finance experience (Healthcare/Insurance preferred).
- Expertise in Google/Microsoft productivity suites.
- Proficiency with SQL/BigQuery, NetSuite, and Adaptive (Bonus).
Job Details
About the role: The Associate, Strategic Finance supports financial planning, analytics, and business insights for the business (i.e. Corporate, Operations, Technology division). You will work with Finance leaders on business reviews, full-year projections, and strategic partnership with business leadership. You will create new reporting, and analytical insights to ensure visibility into business spending patterns, projections, and presents findings to multiple levels of leadership. You will report into the Senior Director, Strategic Finance & Corporate Development.
Responsibilities:
- Craft recommendations using a data-driven approach combined with business intuition for senior executives to make pricing decisions that influence our growth and bottom-line.
- Support build of models and tooling that produce relevant business insights, including competitive intelligence insights and scenario modeling.
- Collaborate with Actuarial, Regional Leaders, Plan Design and Sales teams to develop portfolio strategy for each Oscar market.
- Identify and research profitability tradeoffs, market trends, and membership insights to help guide company-wide strategic decisions.
- Source, organize, and analyze data to support all strategic programs in the team.
- Monitor important metrics and identify latest trends around the ACA landscape for leadership to help quickly inform tactics during selling season.
- Report intra-year membership analytics to leadership to understand health of the business.
- Compliance with all applicable laws and regulations.
- Other duties as assigned.
Requirements:
- Bachelor's degree in Finance, Economics, or Actuarial or equivalent work experience.
- 4+ years of finance experience including experience in Healthcare, Consulting, Insurance or Financial Services.
- 2+ years of experience with google products - Sheets, Docs and Slides or Microsoft products.
- 2+ years of experience working with C-level executives.
Bonus points:
- MBA in finance, MS in Financial Analysis.
- Experience in the managed care, healthcare or insurance.
- Proficiency in SQL/BigQuery to analyze large datasets.
- Proficiency working with NetSuite and Adaptive.