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Aetna is now a CVS Health Company

Financial Planning & Analysis Manager - 65812BR

Primary Location: Hartford, CT
Additional Locations: CT-Hartford
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Description:
We are looking for a dynamic individual who is inspired by a challenge and is ready to interact with business owners.

This position directly supports the full income statement of the Professional Employer Organization (PEO) business. The role will analyze complex premium, medical cost and SG&A data to support decision-making processes and provide insight that helps our business partners, our plan sponsors, and Aetna achieve financial goals.

Responsible for coordinating and supervising financial budgeting, forecasting and analysis functions. May be process or project leader without supervisory responsibilities. Participate and lead ad hoc Finance function and multi-functional projects.

Fundamental Components:
  • Business Partnership
- Develop monthly and strategic financial results packages, including ad hoc analyses of future business strategies
- Support messaging of financial results and strategic actions to business owners
  • Financial Planning & Analysis
- Provide analysis, reporting, and commentary to support the quarterly Forecast Cycle and annual Plan Cycle
- Ensure appropriate connections between pricing, underwriting and planning/forecasting
- Responsible for coordinating and overseeing financial budgeting, forecasting and analysis functions for a Commercial segment -Evaluate, analyze, and present financial information relative to plans and goals, benchmarks, and other data to management
- Provide forecasting estimates to assist in future budgeting and resource requirements
- Responsible for overseeing and developing models for financial forecasting and reporting functions
  • Monthly Reporting
- Coordinate monthly management reporting processes with market and centralized (Territories Performance Management) Finance teams, Actuarial, Underwriting, and Medical Economics to examine premium yields and medical cost trends to better understand underwriting margin levels
- Perform ad hoc analyses of premium, medical cost, and SG&A outliers and lead/deliver special projects and requests to facilitate better understanding of our business performance at the Executive level of the organization
- Assist in bridging gap between Financial Statement (FS) and Date of Service (DOS) results to support both financial accounting and performance analysis
  • Manage processes that control and monitor key drivers to achieve business goals, including premium yield and medical cost trend
  • Lead finance function and multi-functional projects


Background Experience:
  • 4-8 years related accounting/financial/actuarial/underwriting experience, healthcare finance a plus;
  • Experience with business planning, accounting and/or financial analysis desired.
  • Bachelor’s Degree required; Finance or related degree required.
  • Advanced degree in Business and/or FSA/CPA/MBA preferred.
#LI-DI1

Additional Job Information:
  • Internal business knowledge (finance and department business).
  • Influence areas outside of direct control.
  • Accounting policy knowledge and ability to apply to business situations.
  • Healthcare knowledge.
  • Aetna business knowledge (outside department business).
  • PC skills in Excel, Powerpoint, Hyperion, Oracle.


Required Skills:
Finance - Profit and Quality Vigilance, General Business - Applying Reasoned Judgment, Leadership - Collaborating for Results

Desired Skills:
Finance - Delivering Profit and Performance, General Business - Communicating for Impact, Leadership - Driving Change

Functional Skills:
Finance - Audit - financial reporting, Finance - Financial analysis - closing, planning, forecasting processes, Finance - Financial analysis - P&L support, Finance - Financial Planning

Technology Experience:
Database - Hyperion Essbase, Database - Oracle, Desktop Tool - Microsoft PowerPoint, Desktop Tool - TE Microsoft Excel

Percent of Travel Required:
0 - 10%

EEO Statement:
Aetna is an Equal Opportunity, Affirmative Action Employer

Benefit Eligibility:
Benefit eligibility may vary by position. Click here to review the benefits associated with this position.

Candidate Privacy Information:
Aetna takes our candidate's data privacy seriously. At no time will any Aetna recruiter or employee request any financial or personal information (Social Security Number, Credit card information for direct deposit, etc.) from you via e-mail. Any requests for information will be discussed prior and will be conducted through a secure website provided by the recruiter. Should you be asked for such information, please notify us immediately.

Click To Review Our Benefits (PDF)

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