Financial Planning & Analysis Analyst III

This position supports the National Medicare & Medicaid Finance (NMF) Department's Analytic Services team in delivering Medicare Advantage forecasts, performance analysis, and bid and strategy support. The ideal candidate will have experience in finance, forecasting, budgeting, accounting, and variance reporting, with the ability to analyze complex data and provide actionable business insights.

Advanced Excel skills are required, including the ability to work with large datasets and develop reporting solutions; experience with PowerQuery and Power BI is highly preferred. Project management experience is a plus, as this role partners with cross-functional teams to support key financial and strategic initiatives.

Job Summary:

This individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting. This includes identifying and preparing reports on financial and budgeting trends, assisting in the analysis of operational performance, and gathering and preparing recommendations on financial activities and plans.

Essential Responsibilities:

• Pursues self-development and effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and customers.
• Completes work assignments by applying up-to-date expertise in the subject area to generate creative solutions.
• Supports the evaluation of the business environment by conducting financial assessments and generating reports summarizing business, financial, or economic data.
• Completes costing activities by identifying cost avoidance and cost recovery opportunities.
• Supports improving financial performance by identifying financial trends and partnering with the business to address operational performance issues.
• Supports business modeling by developing best-practice models and analyzing risk alternatives.
• Supports reporting of region/business unit financial information by evaluating financial trends and data analysis reports.
• Supports assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact.
• Creates budgets and/or forecasts under the guidance of others in accordance with business strategic initiatives.
• Evaluates performance/operations/financial state by using and implementing templates and conducting complex financial analyses.
• Supports internal and external audits by assisting with preparation of audit schedules and review of audit results.
• Supports field operations by analyzing their operational/financial performance.
• Supports Financial Statement Analysis of business partners by using software systems and determining the financial status of business partners.
• Supports others in advising region/business unit leaders on strategic fiscal matters.
• Supports strategic financial planning by performing and evaluating financial, utilization, and benchmark analytics.
• Supports strategic financial planning by gathering and preparing recommendations for financial plans and operating forecasts.

Knowledge, Skills and Abilities: (Core)

• Ambiguity/Uncertainty Management
• Attention to Detail
• Business Knowledge
• Communication
• Critical Thinking
• Cross-Group Collaboration
• Decision Making
• Dependability
• Diversity, Equity, and Inclusion Support
• Drives Results
• Facilitation Skills
• Health Care Industry
• Influencing Others
• Integrity
• Learning Agility
• Organizational Savvy
• Problem Solving
• Short- and Long-term Learning & Recall
• Teamwork
• Topic-Specific Communication

Minimum Qualifications:

• Bachelor's degree in finance, business, or related field and a minimum of three (3) years of Financial Planning & Analysis experience, or directly related business experience. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.

Preferred Qualifications:

• One (1) year experience in a leadership role with or without direct reports.
• One (1) year project management experience.