🕒 12 days ago
Lead budgeting, forecasting, financial modeling, and business partnering while establishing FP&A reporting, KPIs, and data processes to guide financial performance and strategic decisions.
Associate Finance Business Partner
🕒 3 days ago
Financial Planning And AnalysisBudgetingForecastingExpense Management
📜 Description
- Support annual planning, quarterly forecasting, monthly close, and expense reporting.
- Coordinate plan inputs, assumptions, reviews, and updates with budget owners.
- Maintain forecasts for headcount, vendors, compensation, software, facilities, travel, and health benefits.
- Analyze results and forecast updates, explain variance drivers and risks, and recommend actions.
- Provide financial insights and decision support to leaders, connecting results to operating choices.
- Review requisitions and purchase orders, support accounting adjustments, and improve reporting and forecasting processes.
🛠️ Requirements
- Bachelor’s degree in finance, accounting, business administration, or a related field.
- 5+ years of relevant experience supporting financial planning and analysis, budgeting, forecasting, accounting, or expense management.
- Ability to independently manage recurring analyses, apply financial judgment to investigate issues, and recommend solutions based on available information.
- Strong spreadsheet skills and attention to detail; experience with financial planning or reporting systems is preferred.
- Experience with Anaplan and Workday is preferred.
- Clear written and verbal communication skills, including the ability to explain financial information and recommendations to non-finance partners and leaders.
- Ability to build effective working relationships with budget owners, Accounting, Talent and Organization partners, and cross-functional finance teams.
- Ability to manage recurring deadlines, adapt to changing priorities, and maintain accuracy in a fast-paced environment.
✨ Benefits
- Remote-first culture
- 401(k) savings plan through Fidelity
- Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance)
- Paid Time Off ("PTO") and Discretionary Time Off ("DTO")
- 12 weeks of 100% Paid Parental leave
- Family Building & Compassionate Leave: Fertility coverage
- Paid leave for failed treatments
- Work-From-Home reimbursement to support team collaboration home office work
- About Included Health
Full job description
The Associate Finance Business Partner, Operating Expense is the dedicated FP&A partner for Included Health’s operating-expense organization. The role supports multiple departments, cost centers, budget owners, and leaders through financial planning, forecasting, close, reporting, and decision support. The position empowers functional partners to accomplish key operational objectives while upholding fiscal discipline and budget adherence.
This role manages recurring planning, forecasting, close, and reporting work within established priorities. It applies financial judgment to investigate variances and forecast issues, recommend practical next steps, and communicate implications to business partners. The role helps leaders maintain financial discipline, improve forecast accuracy, and understand the financial impact of operating decisions. It also coordinates improvements to our reporting processes and forecasting system.
Responsibilities:
Support annual planning, quarterly forecasting, monthly close, and expense reporting cycles.
Partner with budget owners to coordinate annual-plan inputs, assumptions, reviews, and updates.
Maintain forecast inputs across departments, covering headcount, vendors, compensation, software, facilities, travel, and health benefits.
Collaborate with budget owners, Talent & Organization, and Accounting to align forecasts and resolve data or timing issues.
Analyze monthly results and forecast updates, explaining key variance drivers, risks, and recommended actions.
Deliver financial insights and decision support to leaders, linking results to operating choices and strategy.
Review requisitions and purchase orders against approved budgets and headcount.
Work with Accounting on accruals, reclassifications, and expense classification.
Assist with reporting automation, Anaplan forecasting enhancements, and process redesigns.
Investigate spend variances, identify risks or opportunities, and escalate material issues.
Address ad hoc planning questions with cross-functional finance teams.
Qualifications:
Bachelor’s degree in finance, accounting, business administration, or a related field.
5+ years of relevant experience supporting financial planning and analysis, budgeting, forecasting, accounting, or expense management.
Ability to independently manage recurring analyses, apply financial judgment to investigate issues, and recommend solutions based on available information.
Strong spreadsheet skills and attention to detail; experience with financial planning or reporting systems is preferred.
Experience with Anaplan and Workday is preferred.
Clear written and verbal communication skills, including the ability to explain financial information and recommendations to non-finance partners and leaders.
Ability to build effective working relationships with budget owners, Accounting, Talent and Organization partners, and cross-functional finance teams.
Ability to manage recurring deadlines, adapt to changing priorities, and maintain accuracy in a fast-paced environment.
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