Senior Financial Planning & Analysis Analyst (FP&A)

Senior Financial Planning & Analysis Analyst (FP&A)As an industry market leader in subrogation, Intellivo empowers health plans and insurers to maximize financial outcomes by identifying and pursuing more reimbursement opportunities from alternative third-party liability (TPL) payers. Through innovative technology and unmatched access to TPL data, Intellivo accelerates the identification of reimbursement opportunities while completely eliminating the need to fill information gaps through ineffective and burdensome outreach to plan members. With a 25-year history of excellence, Intellivo proudly serves more than 200 of the country's largest health plans.We are seeking a strategic and analytical Senior Financial Planning & Analysis Analyst (FP&A) to join our finance team. This role will be instrumental in driving business insights, supporting decision-making, and enhancing financial performance across the organization. The ideal candidate brings a strong foundation in financial modeling, budgeting, forecasting, and business partnership, with the ability to distill complex data into actionable recommendations.ResponsibilitiesLead annual budgeting, quarterly forecasting, and long-range planning processes in partnership with business unit leadersDevelop and maintain dynamic financial models to support strategic initiatives, scenario analysis, and resource allocationAnalyze variances between actuals, budgets, and forecasts to identify trends, risks, and opportunitiesPrepare monthly/quarterly financial reports and dashboards for executive leadership and board presentationsCollaborate cross-functionally with operations, sales, marketing, and HR to support financial planning and performance trackingMonitor key performance indicators (KPIs), business drivers, and industry trends to inform decision-makingProvide financial input into pricing, investment, and capital planning initiativesRecommend process improvements and automation to increase the efficiency and accuracy of FP&A processesServe as a thought partner to leadership, offering insights that support both tactical and strategic prioritiesQualificationsBachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA/CMA preferred5+ years of progressive experience in FP&A, corporate finance, or business analysisAdvanced proficiency in Excel, PowerPoint, and financial modeling techniquesExperience with ERP systems (e.g., NetSuite) and planning tools (e.g., Power BI)Strong analytical skills with attention to detail and a high degree of accuracyExcellent written and verbal communication skills with the ability to present complex information clearlyProven ability to work independently in a fast-paced, dynamic environmentStrong business acumen and a proactive, problem-solving mindsetWhy work for Intellivo?Imagine a place where your talent is treasured, and excellence is rewarded. Now imagine a collaborative culture where every voice is valued. We are a team united by solving some of the most complex challenges on the financial side of healthcare.We are Intellivators – forward-thinking pioneers building the technologies that Fortune 500 employers, health plans, TPAs, providers, and billing organizations rely on to ensure responsible claim payments. Fueled by our experience and innovative startup mentality, we're growing fast.Amazing Team Members – Intellivators!Medical InsuranceDental & Vision InsuranceIndustry leading health & wellness benefits401(K) retirement planCompetitive Paid Time OffAnd More!