Manager, Financial Planning & Analysis

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.

The FP&A Manager is tasked with significantly enhancing Collective Health’s Financial Planning and Analysis function. This critical role involves close collaboration with Finance leadership and key cross-functional stakeholders, including Customer Experience (CX) and Health Plans (HPO), Product, and Engineering (R&D). A core responsibility is to move beyond mere financial reporting to provide essential financial foresight, enabling faster decision-making and strategically guiding teams toward superior performance. The ideal candidate must be intellectually curious, detail-oriented, and possess the ability to identify and execute solutions for complex problems, often requiring analysis with limited or incomplete data.

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 Customer Experience (CX) and Health Plans Operations (HPO) teams and any 3rd party services related to Operations
• Manage critical operations financial areas with significant interaction with our Capacity Planning teams including scenario planning through ongoing headcount management 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:

• Experience with Adaptive Planning / Adaptive Insights and Netsuite. Experience with Adaptive Planning/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 call center management and staffing, including capacity planning and workforce optimization.
• 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 our Lehi office, with the expectation of being in office at least two weekdays per week. #LI-hybrid

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

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.

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