Financial Planning and Analysis Manager

At Collective Health, we’re transforming how employers and their people engage with their health benefits by seamlessly integrating cutting-edge technology, compassionate service, and world-class user experience design. Join Collective Health as our Commercial FP&A Manager to be part of the strategic engine behind our revenue growth. This isn't just a reporting role; it’s a vital partnership with our Commercial, Sales, Marketing, and Client Success leadership to turn complex financial data into actionable revenue strategies. You will move beyond the numbers to provide the financial foresight needed to navigate the $1 trillion health benefits market, influencing pricing, revenue management, and long-term commercial success. We are seeking an intellectually curious manager who thrives on solving intricate problems with limited data and is ready to guide our teams toward superior, data-driven performance. What you'll do: Work directly with the Director of FP&A and other finance leadership and support the annual budgeting and forecasting processes Establish oneself as a trusted partner to peers and senior leaders with an intimate understanding of stakeholder requirements to run the business Serve as the dedicated partner for our Commercial teams Manage critical operations financial areas with Commercial, Pricing, and Revenue Management Manage scenario planning process for both revenue and expense planning Manage and drive key cross-functional initiatives from start to finish Provide ad-hoc analyses and special project support for the Finance leadership Develop and prepare corporate reporting of month end results with variance analysis Enhance existing reports and develop additional recurring reports including dashboards, monthly metrics, and Board materials Support development of three-year-long range financial plan for both internal use and investor purposes Identify new systems, tools, and processes to scale your support To be successful in this role, you'll need: Experiencewith Adaptive Planning / Adaptive Insights and Netsuite. Experience with OfficeConnect is highly desirable Strong knowledge and deep understanding of Financial statements (IS, BS, CF) 7+ years applicable work experience in a high growth environment preferably in technology or healthcare Proven experience and knowledge in revenue management and pricing Strong detail orientation and analytical and problem solving skills Strong AI skills, including a demonstrated ability to leverage generative AI tools (e.g., Gemini in Google Sheets) to automate complex financial analysis, summarize insights from large data sets for corporate reporting and Board materials, and identify AI-driven solutions to enhance FP&A efficiency and scale support Expert MS excel / Google Sheets skills - candidate should be comfortable with financial modeling and working with large amounts of data Working knowledge of GAAP (Accruals, COGS, and Capitalization versus Expense) a plus Excellent interpersonal skills with the ability to communicate effectively both verbally and in writing, including exceptional Excel/ Google Sheets and PowerPoint skills to convey data and storylines Pay Transparency Statement This is a hybrid position based out of one of our offices: Plano, TX, or Lehi, UT. Hybrid employees are expected to be in the office two days per week. The actual pay rate offered within the range will depend on factors including geographic location, qualifications, experience, and internal equity. In addition to the salary, you will be eligible for 115000 stock options and benefits like health insurance, 401k, and paid time off. Learn more about our benefits at Lehi, UT Pay Range $110,000 — $137,500 USD Plano, TX Pay Range $121,000 — $151,250 USD Why Join Us? Mission-driven culture that values innovation, collaboration, and a commitment to excellence in healthcare Impactful projects that shape the future of our organization Opportunities for professional development through internal mobility opportunities, mentorship programs, and courses tailored to your interests Flexible work arrangements and a supportive work-life balance We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Collective Health is committed to providing support to candidates who require reasonable accommodation during the interview process. If you need assistance, please contact View email address on click.appcast.io. Privacy Notice For more information about why we need your data and how we use it, please see our privacy policy: #J-18808-Ljbffr