Associate Finance Business Partner

The role

You will act as the dedicated finance planning partner for an operating-expense organization. You will support planning, forecasting, close and reporting for several departments and cost centers, and give leaders financial insight for their decisions.

What you will do

• Support annual planning, quarterly forecasting, monthly close and expense reporting cycles.
• Partner with budget owners on annual-plan inputs, assumptions, reviews and updates.
• Maintain forecast inputs across headcount, vendors, compensation, software, facilities, travel and health benefits.
• Work with budget owners, Talent & Organization and Accounting to align forecasts and resolve data or timing issues.
• Analyze monthly results and forecast updates, explaining variance drivers, risks and recommended actions.
• Deliver financial insights and decision support to leaders, linking results to operating choices and strategy.
• Review requisitions and purchase orders against approved budgets and headcount.
• Work with Accounting on accruals, reclassifications and expense classification.
• Assist with reporting automation, Anaplan forecasting enhancements and process redesigns.
• Investigate spend variances, identify risks or opportunities and escalate material issues.

Required qualifications

• Bachelor's degree in finance, accounting, business administration or a related field.
• 5+ years of relevant experience in financial planning and analysis, budgeting, forecasting, accounting or expense management.
• Ability to independently manage recurring analyses, apply financial judgment and recommend solutions.
• Strong spreadsheet skills and attention to detail.
• Clear written and verbal communication, including explaining financial information to non-finance partners and leaders.
• Ability to build working relationships with budget owners, Accounting, Talent and Organization partners and cross-functional finance teams.
• Ability to manage recurring deadlines, adapt to changing priorities and maintain accuracy in a fast-paced environment.

Nice to have

• Experience with financial planning or reporting systems.
• Experience with Anaplan and Workday.

Benefits

• Remote-first culture
• 401(k) savings plan through Fidelity
• Comprehensive medical, vision and dental coverage through multiple medical plan options, including disability insurance
• Paid Time Off and Discretionary Time Off
• 12 weeks of 100% paid parental leave
• Family building and compassionate leave: fertility coverage, $25,000 for surrogacy or adoption, and paid leave for failed treatments, adoption or pregnancies
• Work-from-home reimbursement for home office setup

Before you apply

• Your recruiter can share your geographic pay zone on request.

About the company

Included Health is a healthcare company offering integrated virtual care and navigation, including primary, behavioral, specialty and urgent care. Its stated mission is to raise the standard of healthcare for everyone.