OVERVIEW
The Financial Planning Analyst will support the finance department with a focus on department expense tracking. This role will also provide month-end reporting, variance analysis and commentary for assigned departments, which includes the compilation of performance metrics. This role will be involved with the annual budget planning and periodic forecasting processes.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Support daily operations of Convey, including but not limited to:
- Extract data from multiple systems and data sources to support financial analysis
- Assist in preparing financial reporting packages and providing variance analysis
- Maintain cost data trends in support of other finance functions and reporting
- Support the month-end and year-end financial close processes.
- Review expenses for assigned departments to ensure accurate coding and data alignment
- Identify miscoded expenses and submit reclass requests to Accounting
- Research deviations from the budget and forecast, and identify the causes and likelihood for recurrence
- Utilize financial systems and other data sources to research purchase orders and supplier invoices, and communicate findings to the Finance & Accounting team as directed
- Reporting
- Maintain and update monthly departmental reports for distribution to business leaders
- Perform variance analysis and commentary
- Assist with monthly reporting packages and presentation decks
- Data Analysis:
- Compile and maintain data trends and operational metrics from various reports and sources, such as headcount and labor metrics
- Support ad-hoc analysis from the FP&A team and requests from business leaders
- Budget and Forecast Planning
- Participate in the planning cycle by preparing future period departmental reports for distribution to business leaders
- Assist in analyses by providing comparison to historical data run-rates and trends
EDUCATION AND EXPERIENCE
- Bachelor’s degree in Finance, Accounting or related field
- 0-2 years’ work experience in Financial Planning & Analysis, Accounting or any equivalent combination of related training and experience.
OTHER DUTIES AND RESPONSIBILITIES
- Responsible for compliance with all federal, state and local laws, rules and regulations affecting Company.
- Responsible for participating in quality assurance, compliance and in-service and continuing education activities as requested by Company. Responsible for performing other duties and responsibilities as required.
The expected base salary for this position ranges from $55,000 to $60,000 USD with a bonus target of up to 5% of the base salary. While it is not typical to offer candidates at or near the top of the range, we do consider a wide range of factors when making offer decisions, including (but not limited to) the scope and responsibilities of the position, a candidate’s relevant skills, training, experience, education and where applicable, licensure and certifications obtained. We also consider organizational and market factors when making offer decisions. This range is a general guideline and represents a good faith estimate of what we would reasonably expect to pay for this position. We reserve the right to modify this range in the future as organizational and market conditions dictate.
At Convey, we believe that the right benefits package can improve the quality of our employees and their family members’ lives. Therefore, we offer a competitive total rewards package, which includes health and welfare benefits, 401(K) savings with employer matching, paid time off, life, AD&D and disability insurances, and various ancillary benefits, such as pet insurance, virtual physical therapy, and employee assistance programs.
Convey Health Solutions: is a healthcare technology and services company that specializes in providing integrated solutions for government-sponsored health plans, including Medicare, Medicaid, and commercial plans. The company focuses on enhancing the administration, compliance, and member engagement of health plans, offering scalable and flexible solutions that support health plan operations.
