Job Openings

Associate Manager FPA & Reporting

Job ID: BH490320

Category: Senior Financial Analyst, Finance Manager, Financial Analyst, Accounting and Finance

Associate Manager – Financial Planning Analysis and Reporting
Direct Hire

Job Location: Remote

Hours: local M-F, 8am – 5pm

Industry: Healthcare/managed care, Insurance

Size: Finance team is currently 2 people, hiring 2

Interview Process: 30 minutes with HR; 1 hour with Hiring Manager (Teams)

Must Haves: 
Public accounting experience

Healthcare, insurance, managed care experience
SEC Reporting
Financial modeling

Job Description:
We are seeking an Associate Manager, Financial Planning Analysis and Reporting to join our Finance department. This position will review, prepare, and analyze financial statements, for the purposes of meeting the Company’s external reporting requirements, under U.S. GAAP and statutory accounting principles, and internal management reporting packages. This position requires an experienced financial professional who will take an active and contributive role in the Company’s financial reporting processes, including support and review of some items prepared by the General Ledger Team. This position also serves as a financial business partner to the Company’s operations teams and will be involved in the development of annual budgets and quarterly forecasts. This multi-faceted role will interact with various cross functional business leaders to provide insightful analysis and business support.

Remote Worker Considerations:

Candidates who are selected for this position will be trained remotely and must be able to work from home in a designated work area with company-provided technology equipment.


  • Financial Reporting.
  • Reviews and prepares monthly, quarterly, and annual financial statement reporting packages and presentation materials (including Balance Sheet, Statement of Operations and Comprehensive Income, Statement of Shareholders Equity, and Statement of Cash Flows) for internal and external use.
  • Reviews and prepares annual financial statements and footnote disclosures in accordance with U.S. GAAP and/or Statutory Accounting Principles to support the Company’s annual audit process.
  • Reviews and prepares quarterly Statutory Basis financial statements and other financial filings for the Company’s regulated subsidiaries.
  • Prepares regulatory comment letter responses and serves as liaison with various state regulators.
  • Assists in the review and preparation of the quarterly Board of Directors financial reporting package and presentation for the consolidated enterprise and subsidiary entities.
  • Produces well organized, detailed documentation to support financial deliverables.
  • Supports the Company’s annual audit process and other audits/examinations, as necessary.
  • Builds and maintains financial reports in the Company’s financial reporting information system. Assists in the design, development and maintenance of automated financial reports and dashboards for internal management.
  • Assists with research and documentation of the Company's position regarding technical accounting issues and monitors new accounting pronouncements/updates.
  • Assists in preparation of other financial filings ensuring regulatory compliance as required.
  • Participates in special projects and performs additional ad-hoc duties as required.
  • Participants in month close meetings for all finance areas and provides support to the General Ledger function, as necessary, including but not limited to, flux analysis in support of month end close, review of certain journal entries, and preparation of certain schedules used by the General Ledger team to record journal entries.
  • Manage through review and preparation the quarterly preparation and analysis for internally developed software to be recorded in the General Ledger.
  • Budgeting, Forecasting, and Financial Analysis.
  • Assists with the review and preparation of revenue/costs of services annual budgets and periodic reforecasts for various lines of business, along with compensation and operating expense budgets/reforecasts for the Company’s operating departments.
  • Assists in the review and preparation of the budget/reforecast Balance Sheet and Statement of Cash Flows.
  • Consistently communicates across various functions and departments driving appropriate collaboration, coordination, analysis, and timing of deliverables.
  • Contributes to the preparation of materials for the budget presentation to the executive team and Board of Directors.
  • Assists in the preparation of the Company’s five-year strategic plan and financial forecast supporting annual enterprise valuation.
  • Assists with the review and distribution of monthly financial analysis packages for the Company’s operating departments budget versus actual results, providing department managers with insight and explanations of key variances and opportunities for improvement.
  • Reviews and analyzes Profit & Loss (P&L) account balances and identifies necessary P&L adjustments in order to properly allocate and record expenses to appropriate cost centers.
  • Monitors financial trends and budgeted revenues and expenditures to ensure fiscal responsibility and control are maintained.
  • Proactively and creatively obtains data and knowledge needed for modeling and develops, maintains, and improves complex Excel based and/or other system based financial models.
  • Prepares ad-hoc analyses as requested by senior management.
  • Assists in the review and preparation of revenue/costs of services annual budgets and periodic reforecasts for various lines of business, along with compensation and operating expense budgets/reforecasts for the Company’s operating departments.


  • Bachelor’s degree in accounting required.
  • Valid active CPA license required.
  • Minimum of 6+ years of progressive experience in financial reporting, planning, analysis, and auditing.
  • Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP), Statutory Accounting Principles, internal controls and financial reporting including disclosures.
  • Public accounting experience required.
  • Experience with financial reporting information systems required.
  • Intermediate to advanced Excel and PowerPoint skills required.
  • Healthcare, insurance and/or managed care industry experience is a plus.
  • Exceptional attention to detail.
  • Quick learner that is technically competent, analytical, and methodical who takes full responsibility for all tasks assigned and sees them through to completion.
  • Intermediate to advanced ability to work with large volumes of data.
  • Familiarity with SOX 404 compliant environments is a plus.
  • Familiarity with SEC reporting environment is a plus.
  • Ability to develop, improve, document, and follow processes.
  • Knowledge of financial modeling techniques is a plus.
  • Excellent written, verbal, and interpersonal communication skills with ability to communicate effectively within all levels of the organization.

Core Competencies

  • Demonstrated ability to interact in a positive, respectful manner and establish and maintain cooperative working relationships.
  • Ability to display excellent customer service to meet the needs and expectations of both internal and external customers.
  • Excellent listening and interpersonal communication skills to identify critical core competencies based on success factors and organizational environment.
  • Ability to effectively organize, prioritize, multi-task and manage time.
  • Demonstrated accuracy and productivity in a changing environment with constant interruptions.
  • Demonstrated ability to analyze information, problems, issues, situations, and procedures to develop effective solutions.
  • Ability to exercise strict confidentiality in all matters.


Primarily sedentary, able to sit for long periods of time.

Physical Requirements

Ability to speak, see and hear other personnel and/or objects. Ability to communicate both in verbal and written form. Ability to travel within the facility. Capable of using a telephone and computer keyboard. Ability to lift up to 10 lbs.

Environmental Conditions

Work-from-home (WFH) environment.




The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Direct

Location: Remote Based