Financial Planning & Analysis Lead

Job Description Summary
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CareMore Health , a Mosaic Health company, is seeking an experienced Financial Planning & Analysis (FP&A) Lead to serve as a key finance partner supporting financial planning, forecasting, reporting, and business decision-making. This role leads complex financial analyses, owns critical planning processes, and provides actionable insights to operational and clinical stakeholders within a value-based healthcare environment.

The FP&A Lead operates with minimal supervision, serves as a recognized subject matter expert in financial planning and analysis, and leads cross-functional initiatives that improve financial performance and decision-making. The role requires strong analytical capabilities, healthcare finance expertise, and the ability to translate complex financial data into meaningful business recommendations. ‎
How will you make an impact & Requirements
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Key Responsibilities
Financial Planning, Forecasting & Analysis

- Lead annual budgeting, quarterly forecasting, and monthly financial planning activities for assigned business areas.

- Develop and maintain complex financial models supporting operational, clinical, and strategic initiatives.

- Analyze financial performance, key business drivers, and emerging trends to identify risks and opportunities.

- Support long-range planning activities through scenario modeling and sensitivity analysis.

- Recommend improvements to forecasting methodologies and planning processes.

Business Partnership & Decision Support

- Serve as a trusted finance partner to operational, clinical, and functional leaders.

- Translate financial and operational data into actionable insights and recommendations.

- Lead monthly variance analysis and communicate performance drivers to leadership.

- Provide financial guidance for business initiatives, investments, and operational improvement efforts.

- Present financial findings and recommendations to senior leaders and stakeholders.

Healthcare Finance & Performance Management

- Analyze healthcare-specific financial and operational metrics, including PMPM, utilization, medical cost trends, MLR, and membership performance.

- Support financial modeling and performance monitoring for value-based care arrangements, capitation agreements, and shared savings programs.

- Partner with Accounting, Actuarial, Clinical, and Operations teams to understand performance drivers and improve forecasting accuracy.

Process Improvement & Project Leadership

- Lead complex FP&A projects requiring cross-functional collaboration and independent problem-solving.

- Identify opportunities to improve reporting efficiency, forecasting accuracy, and data quality.

- Support automation initiatives and implementation of planning and reporting tools.

- Establish and maintain documentation, model governance, and reporting standards within the FP&A function.

Leadership & Team Development

- Provide guidance, coaching, and technical support to analysts and other finance team members.

- Review analytical work products and help elevate team capabilities and best practices.

- Lead project teams and coordinate efforts across multiple stakeholders to achieve business objectives.

Qualifications

Required Experience

- Bachelor's degree in Finance, Accounting, Economics, Statistics, or related field.

- 7+ years of progressive FP&A, corporate finance, or healthcare finance experience.

- Healthcare industry experience required.

- Demonstrated experience leading complex financial analyses, planning processes, and cross-functional initiatives.

- Experience partnering with senior functional leaders and influencing business decisions through data-driven recommendations.

Technical & Functional Expertise

- Advanced financial modeling and analytical skills.

- Strong understanding of financial statements, budgeting, forecasting, and variance analysis.

- Experience with planning systems such as Workday Adaptive Planning, Oracle