The Manager, Financial Planning & Analysis (FP&A) will play a critical role within the FP&A team, reporting to the Director, FP&A. This position will be heavily involved in developing financial models and extracting valuable information from large data sources used to drive strategic business decisions. The Manager, FP&A will be a true business partner and expert in forecasting, able to clearly communicate between core finance / accounting and executive leadership.

Duties/Responsibilities:

• Lead the business unit financial planning and analysis activities, ensuring accurate and timely forecasts, budgets, and long-term strategic plans.
• Develop and maintain comprehensive forecasting models that integrate lead generation, revenue projections, and cost analyses.
• Conduct regular variance analysis to compare actual performance against forecasts and budgets, providing actionable insights.
• Build and manage forecasting models specifically for leads acquisition, ensuring alignment with the company’s strategic objectives.
• Collaborate with the marketing team to monitor lead generation campaigns, assess performance, and ensure efficiency in media spend.
• Provide clear and actionable reporting and recommendations to senior leadership, highlighting risks and opportunities.
• Prepare and present monthly, quarterly, and annual financial reports, including variance analysis and KPI tracking.
• Develop scenario analyses to support decision-making in a dynamic media and lead generation environment.
• Support business leaders in managing their profit and loss centers with monthly reporting and finance connect meetings
• Assist in presentations for internal executive leadership and Board of Directors
• Participate in annual ramp plan discussions for MAQ hiring, working closely with Account Managers, Recruiting, and Operations
• Support internal and external audits
• Other ad-hoc strategic analyses and work across the business, as necessary
• Performs other related duties as assigned

Required Skills/Abilities:

• Bachelor’s Degree in Business Administration / Accounting / Finance
• 5 years’ experience working in Finance, preferably in FP&A
• Strong working knowledge of finance basics including P&L and cash flow statements.
• Strong analytical skills and detail orientation
• Advanced Excel skills
• General knowledge of accounting principles
• Strong knowledge of financial systems
• Excellent verbal and written communication skills
• Ability to be resourceful, creative and maintain flexibility.
• Must be able to work as part of a team as well as independently.
• Ability to multi-task in a fast-paced, variable environment
• Must be able to handle confidential information with discretion.
• Strong planning and analytical skills with attention to detail

Preferred Skills/Abilities:

• Experience with Workday & Adaptive Planning

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer, typically in an office or cubical environment (constant noise, fluorescent overhead lighting)

Our centers are consistent with CDC guidelines and align with local government orders pertaining to all Company physical locations in relation to COVID-19.

Equal Employment Opportunity (EEO) is a fundamental principle at HealthPlanOne, where employment is based upon personal capabilities and qualifications. HealthPlanOne does not discriminate because of actual or perceived sex, sexual orientation or preference, gender identity, gender, transgender, race, color, religion, national origin, creed, citizenship status, ancestry, age, marital status, pregnancy, childbirth or related medical conditions, medical conditions including genetic characteristics, mental or physical disability, military and veteran status, or any other protected characteristic as established by law. HealthPlanOne requires the necessary drug testing and background checks as part of our pre-employment practices. If you need assistance or an accommodation due to a disability, please contact us to request accommodation at