Manager of Financial Planning & Analysis (Health Plan) | The Confidential Search Company

15 Jun 2018 5:46 AM | Anonymous

Position Description: The Confidential Search Company is an executive recruiting firm with over twenty-five years of experience placing healthcare financial and administrative executives, managers and specialists.

We are conducting an executive search for a Manager Financial Planning & Analysis for our client, one of the fastest growing commercial health plans in Massachusetts. They are a part of a very large, strong not-for-profit health system. Offices are in Somerville, MA.

The Manager of Financial Planning and Analysis will perform financial analyses in management’s strategic planning and oversight. They will plan, execute, and analyze quarterly forecasts, the yearly budget, and the monthly accounting close. The Manager of Financial Planning will also be responsible for financial data management and vendor contract management.

The starting salary is $110,000 to $145,000 depending on background and experience.

Relocation assistance will be considered as appropriate.

Key Functions:

  • Planning and coordinating resources to get the department and other key contributors ready for the forecast and budget cycles
  • Compiling and analyzing financial data from a variety of different sources
  • Present summaries and key findings to senior and/or executive leadership.
  • Developing and evaluating financial analyses and building models to support new market and strategic investment opportunities
  • Manage the financial data within the Accounting Datamart. Collaborate with IT and others to make sure data is set up optimally for analyses
  • Financial modeling and scenario planning (what if analyses)
  • Provide in-depth presentations for Senior Management, Board of Directors and the Finance Committee that highlight the key drivers and impacts of business decisions that are incorporated in the Multi Year Financial Plan, Budgets, and Forecasts emphasizing the areas the need improvement
  • Deliver ROI models
  • Responsibility for managing 2 analysts and supporting Financial Planning & Analysis work


  • Bachelor’s degree or the equivalent combination of training and experience plus 5 to 10 years related health care experience
  • 5+ years in Health Care experience required. Medicaid, Medicare, and Commercial insurance experience strongly preferred
  • Previous experience analyzing healthcare data including medical claims, premiums, etc. required
  • Experience developing budgets, performing financial analyses, and building complex models
  • Forecasting/budget experience; budget system implementation/ configuration strongly preferred
  • Experience analyzing financial data – variance to budget, price volume variances, trending, etc.
  • Database management and strong technical skills including SQL/SAS, Excel, Access
  • Proficient in Microsoft Office (Excel, Word, PowerPoint, Access)
  • Strong presentation skills; comfortable making presentations and representing the department in front of executives; high level of exposure
  • Strong communications skills
  • Pro-active, self-starter; initiate own work and analyses
  • Supervisory/Management experience a plus
  • Experience in a health plan or insurance company preferred

All inquiries will be treated confidentially.

Interested candidates should send their resume and salary history to:

Matthew O’Brien
The Confidential Search Company

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