Lead, Financial Planning & Analysis (FP&A)

FP&A Lead

The FP&A Lead is a highly analytical and hands-on finance professional responsible for delivering high-quality financial planning, analysis, and insights to support business decision-making. This role combines strong technical FP&A expertise, business partnership, and emerging leadership capability. As a trusted advisor to functional leaders, the FP&A Lead translates data into actionable insights, supports financial performance, and drives disciplined execution across planning and reporting processes. In addition, this role plays a key part in advancing digital finance capabilitiesleveraging automation, data tools, and emerging technologies to improve efficiency, enhance insights, and modernize FP&A workflows. The ideal candidate is curious, proactive, and detail-oriented, with the ability to operate in ambiguity, challenge existing approaches, and continuously improve how work gets done. This role may oversee 13 team members and is expected to lead through ownership, strong execution, and collaborative influence.

Responsibilities

• Build and maintain driver-based financial models, forecasts, and budgets to support planning, forecasting, and analytical rigor across assigned areas.
• Own monthly reporting, forecasting, and annual planning processes, ensuring accuracy, integrity, timeliness, and continuous improvement of financial outputs.
• Perform variance analysis, scenario modeling, and sensitivity analysis to enhance forecasting accuracy and deliver actionable financial insights.
• Serve as a trusted finance partner to functional stakeholders, translating complex financial data into clear, actionable recommendations.
• Evaluate trade-offs, investments, and operational decisions while proactively identifying risks and opportunities using data-driven insights.
• Align financial plans with operational goals and performance targets to support effective business decision-making and execution.
• Provide day-to-day guidance and mentorship to team members (13), fostering accountability, learning, high performance, and ongoing capability development.
• Develop executive-ready reports, dashboards, and presentations while leveraging ERP/EPM systems and BI tools for analysis, reporting, and data-driven insights.
• Drive automation, data quality, governance, and continuous enhancement of reporting processes while applying a "citizen data scientist" mindset to improve forecasting, identify trends, and enable predictive analysis.
• Identify inefficiencies and drive process improvement by implementing standardized models, testing new analytical approaches, and ensuring disciplined, consistent execution across all deliverables.

Qualifications

• 8+ years w/Bachelor's degree; 1+ years supervisory/management
• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or related field
• 58 years of experience in FP&A, corporate finance, or related roles
• Curious and growth-oriented with a continuous learning mindset, thrives in ambiguity and adapts quickly to changing priorities, actively challenges existing processes to improve ways of working, demonstrates strong ownership, accountability, and initiative, and maintains resilience and focus under pressure.
• Strong strategic and business acumen with a deep understanding of key financial and operational drivers, applying structured thinking and scenario planning to support decision-making, connecting financial results to operational performance, and identifying trade-offs through data-driven insights.
• Strong expertise in financial modeling, forecasting, and analysis, combined with strong analytical and problem-solving skills and sharp attention to detail, applying structured, data-driven approaches to complex problems while synthesizing large datasets into clear, actionable insights and recommendations.
• Strong communication and influence skills with the ability to communicate clearly and effectively across finance and non-finance stakeholders, building credibility through insightful, fact-based recommendations, and influencing decisions through clarity, logic, and trust rather than authority.
• Strong execution and continuous improvement mindset with the ability to prioritize effectively and focus on high-impact work, consistently deliver accurate and timely outputs, maintain strong documentation and process discipline, and actively contribute to enhancing FP&A processes, tools, and overall efficiency.
• Strong data and technology fluency with advanced Excel and financial modeling skills, experience working with financial systems and data tools, a strong embrace of automation and digital solutions to improve efficiency, and a curious, proactive mindset for applying data and technology to enhance insights and decision-making.
• Experience mentoring or informally leading others
• Experience with ERP/EPM systems (Hyperion, Anaplan, SAP, Oracle, etc.)
• Experience with data visualization tools (Power BI, Tableau, etc.)
• Master of Business Administration (MBA) preferred
• Certified Public Accountant (CPA) preferred
• Certified Financial Analyst preferred

Additional Information

Behind the smile! We are dedicated to safeguarding the health and financial stability of our employees and their loved ones. This commitment extends beyond the workplace to foster personal growth and holistic wellbeing. Our life-changing rewards package includes:

• Competitive base and incentive pay
• 401(k) with robust matching and non-matching contributions
• Rich medical & pharmacy benefits
• 100% employer-paid dental and vision benefits
• Holistic wellbeing program with deep financial incentives
• Generous paid time off plus 12 paid holidays and your birthday off
• Culture of growth and learning: career development; tuition reimbursement; recognition program
• Family support: adoption assistance, fertility treatment, child, elder & pet care assistance
• Social responsibility and volunteer opportunities
• Employee discount program

Fair Chance Ordinances and Criminal Background Considerations This position requires that the applicant undergo a background check. Qualified applicants with arrest or conviction records will be considered for employment in accordance with any applicable federal, state or local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and/or New York Corrections Law Article 23-A. Important Work Authorization Information Please note, Delta Dental will not sponsor applicants for work visas for this position. #LI-Hybrid

About the Team

At Delta Dental, we're behind millions of smiles and counting. For over 68 years, we've served our communities by increasing access to affordable, quality care but that commitment to care extends beyond the people we serve, to the dedicated employees who make those smiles genuine. We've come this far by building fair programs that offer opportunities for advancement, create meaningful connections and improve the lives of our employees and their families. Because we know that when we take exceptional care of each other, we can make a positive impact for all. We champion an inspirational workplace through our commitment to trust, service, excellence and innovation. Joining us means working for a company that offers stability and balance, opportunities for leadership at all levels, and a work environment focused on teamwork and camaraderie. Discover the smiling faces behind Delta Dental and experience our values and culture in action by connecting with us on social media. Follow Delta Dental Ins. on Facebook and Instagram, #LifeatDDins on Facebook and Instagram, Delta Dental Ins. on Twitter and Delta Dental Ins. on LinkedIn. If you've got an appetite for innovation and want to be a part of a team that's transforming the future of health care, join us! Since 1955, we have offered comprehensive, high-quality oral health care benefits to millions of enrollees and built the strongest network of dental providers in the country. The Delta Dental of California network includes affiliates Delta Dental Insurance Company; Delta Dental of Pennsylvania; Delta Dental of New York, Inc.; Delta Dental of the District of Columbia; Delta Dental of Delaware, Inc.; and Delta Dental of West Virginia, providing dental benefits to more than 31 million people across 15 states, the District of Columbia, Puerto Rico and the Virgin Islands. The company and its affiliates are part of Delta Dental Plans Association (DDPA), a not-for-profit national association based in Oak Brook, Illinois. Through our national network of Delta Dental companies, we offer dental coverage in all 50 states, Puerto Rico and other U.S. territories. We offer vision coverage through DeltaVision in 15 states and the District of Columbia. Collectively, we deliver benefits to more Americans than any other dental insurance company. Delta Dental Ins. is an equal opportunity employer and is committed to providing a professional work environment free from discrimination and harassment. Individuals seeking employment at Delta Dental are considered without regard to race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, actual or perceived physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status, or any other legally protected category. Delta Dental is committed to providing equal employment opportunities to all employees and applicants for employment. Accordingly, we have adopted and maintain