Senior 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’re looking for a Senior Financial Planning & Analysis (FP&A) Associate to help drive financial clarity and smarter decisions across the business. In this role, you’ll work closely with stakeholders across teams, challenge assumptions, and turn data into insights that influence strategy at the highest levels.
This is a great opportunity for a finance professional who thrives in fast-paced environments, understands how numbers shape business outcomes, and is eager to own planning, forecasting, and performance tracking in a meaningful way.
As Senior Financial Planning & Analysis (FP&A) Associate, you will be required to:
Support the budgeting and forecasting processes by working with internal teams to gather data, validate assumptions, and maintain accuracy.
Develop and maintain financial models for budgeting, forecasting, and scenario planning.
Monitor and analyze business performance against forecasts, budgets, and historical trends by identifying key variances and performance drivers.
Prepare monthly and quarterly financial reports, including commentary and recommendations, for internal stakeholders and senior leadership.
Collaborate with teams across the business to track and improve key performance indicators (KPIs).
Conduct ad hoc analysis to evaluate business initiatives, support cost-efficiency measures, or assess investment opportunities.
Assist in enhancing internal financial processes, tools, and reporting dashboards to improve planning accuracy and reporting speed.
Stay aware of industry trends, market dynamics, and competitor performance to inform analysis and reporting.
Requirements
A degree in Finance, Accounting, Economics, or a related field; professional qualifications (e.g., CFA, ACA) or MBA are a plus.
5+years of experience in FP&A, corporate finance, or business analysis.
Demonstrated experience working with financial models, from building to maintaining and improving them.
High proficiency in Excel and familiarity with financial systems, planning tools, or ERP platforms.
Strong analytical thinking with the ability to interpret numbers and explain the “why” behind the results.
Comfortable working independently in a fast-paced environment with shifting priorities.
Clear communication skills; able to present financial insights to both finance and non-finance stakeholders.
