Senior Finance Manager – TPA
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Job Description
Senior Finance Manager for TPA operations at Personify Health, translating financial data into insights for better business decisions. Supporting organizational leaders with budgeting and expense management.
Responsibilities:
- Analyze and forecast headcount: Maintain comprehensive headcount forecasts including bonus, benefits, taxes, and capitalization to ensure accurate personnel expense planning.
- Manage vendor spend forecasting: Analyze and maintain vendor spend forecasts to track non-personnel expenses and identify optimization opportunities.
- Partner with business leaders: Support leaders on expense budgets, responding to ad hoc requests and providing financial guidance for decision-making.
- Lead monthly expense analysis: Conduct monthly expense reviews, collaborate with Controllership on month-end activities, and ensure proper accruals are booked accurately.
- Prepare OpEx reporting: Develop OpEx reports for the business, set up and lead monthly OpEx review meetings to drive expense accountability and visibility.
- Drive annual planning processes: Prepare quarterly forecasts and Annual Operating Plan, support target setting, and work with organization to implement plans within established targets.
- Develop cost-benefit analyses: Create CBAs for TPA initiatives and projects to inform investment decisions and prioritization.
- Manage project accounting: Oversee project accounting for TPA initiatives to track costs and ensure financial alignment.
- Support leadership requests: Respond to questions from NMC and Senior Leadership, providing timely answers to ad hoc financial inquiries.
- Maintain and improve systems: Manage Anaplan financial planning system, drive adoption across organization, and implement system improvements for better functionality.
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 5-10 years experience in similar financial planning and analysis role
- Prior TPA experience is a plus
- Strong proficiency in Excel and Power BI
- Experience with financial planning systems (Anaplan and NetSuite preferred)
- Excellent analytical skills with ability to translate data into actionable insights
- Clear and effective communication skills (verbal and written) for presenting financial information to non-finance audiences
- Proven ability to form strong business partner relationships and influence decision-making.
Benefits:
- Competitive base salary and benefits effective day one
- Comprehensive medical and dental through our own health solutions (yes, we use what we build)
- Unlimited PTO—rest and recharge time is non-negotiable
- Mental health support, retirement planning, and financial protection
- Professional development with clear career progression and learning budgets
- Mission-driven culture where diverse perspectives drive real impact on people's health
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