Financial Planning and Analysis Associate at Reliance HMO

We’re a health insurance company that acts like a technology company. We’re using software, data science and telemedicine to make health insurance more affordable, easier to access and more of a delightful experience
We are looking for a Financial Planning & Analysis (FP&A) Associate to support financial clarity and decision-making across the business. In this role, you will partner with stakeholders, analyze financial data, and contribute insights that shape budgets, forecasts, and performance tracking. This opportunity is ideal for an early-career finance professional with strong analytical skills, an eye for detail, and a passion for turning numbers into actionable insights.

As a Financial Planning & Analysis (FP&A) Associate, you will be required to: 

Support the preparation of budgets and forecasts for a market or function by gathering data, validating assumptions, and maintaining accuracy.
Perform variance, trend, and ratio analysis to evaluate performance against budgets, forecasts, and historical trends.
Compile accurate financial reports and dashboards, highlighting key findings and recommendations for stakeholders.
Use analytics and visualization tools (Excel, Power BI, or similar) to present insights in a clear, actionable way.
Build and maintain simple financial models to support forecasting, budgeting, and decision-making.
Work with teams across the business to track and report on key performance indicators (KPIs).
Conduct financial analysis to support cost efficiency, investment decisions, or special business initiatives.
Apply knowledge of accounting standards (e.g., GAAP, IFRS) to ensure reporting accuracy and compliance.

Requirements

Degree in Finance, Accounting, Economics, or a related field. Professional qualifications (e.g., ACA, CFA) in progress or planned are a plus.
 2–3 years of experience in FP&A, corporate finance, or financial analysis.
Experience conducting financial analysis, preparing reports, and supporting budgeting processes.
Strong proficiency in Excel and familiarity with financial systems or planning tools.
Understanding of financial statements, ratios, and basic valuation/forecasting techniques.
Analytical thinker with the ability to interpret numbers and explain results clearly.
Strong attention to detail, with the ability to manage multiple priorities in a fast-paced environment.
Good communication skills, with the ability to present insights to both finance and non-finance stakeholders.