Associate Director, FP&A

Your Future Evolves Here

Evolent partners with health plans and providers to achieve better outcomes for people with most complex and costly health conditions. Working across specialties and primary care, we seek to connect the pieces of fragmented health care system and ensure people get the same level of care and compassion we would want for our loved ones.

Evolent employees enjoy work/life balance, the flexibility to suit their work to their lives, and autonomy they need to get things done. We believe that people do their best work when they're supported to live their best lives, and when they feel welcome to bring their whole selves to work. That's one reason why diversity and inclusion are core to our business.

Join Evolent for the mission. Stay for the culture.

What You’ll Be Doing:

Put your passion where it meets purpose! Evolent attracts some of the brightest minds in health care. Surround yourself with talented, driven colleagues who share a passion for better health outcomes and a more connected care journey. We are hiring for an Associate Director to join our Financial Planning and Analysis (FP&A) Team.

The FP&A team’s mission is to drive data-driven financial and operational analyses that inform strategic decision-making, business planning, and areas of future investment.  This individual will be responsible for all FP&A activities within their business area, and the FP&A team structure allows for future opportunities to support other Evolent business lines and operations over time.
 

Evolent’s FP&A team works cross-functionally with all departments across the organization, including Operations, Accounting, Implementation, and Sales, supporting all company stakeholders, as well as the executive leadership team. 
 

What You Will Be Doing:
 

The primary responsibilities of the Associate Director include being accountable for the following FP&A activities for their business area:
 

Serve as the Business Area’s FP&A Point of Contact –

• Produce monthly financial packages / reports with business intelligence / KPIs with commentary on key business drivers
• Report out to the business area’s leaders on recent financial performance and trends during monthly meetings and in any other forums
• Act as subject matter expert for business area and support ad hoc analysis and data requests including highlighting unexpected variances / trends and engaging business leaders to jointly investigate these items
• Coordinate with business leaders in the forecasting and budgeting process, quarterbacking the process, highlighting areas of opportunity, and soliciting the department’s input on key business driver assumptions
• Supporting department leaders in all areas within FP&A and also ancillary Finance functions (e.g., reporting, coordinating with Accounting / Payroll, job requisitions / open role planning, department P&L forecasting)
• Customize the standard companywide FP&A tools to support the unique needs of the business area
• Provide both business updates and process recommendations to the Finance team informed by challenges and opportunities within that business area
• Liaise with other teams under the Finance umbrella (e.g., Actuarial, Accounting) to maintain accurate forecasting
   

Accountability for Core FP&A Activities –  

• Build and maintain forecast models with consistency, accuracy, and scalability
• Continuously seek to improve our financial models as the business evolves and the customer base and product offerings expand
• Provide nuanced analysis to help explain monthly variances and impacts to future forecasts
• Publish an annual budget and a monthly forecast with bridges vs. prior forecasts
• Create, automate, and maintain financial reporting tools
• Partner with the Accounting team to investigate variances vs. forecast
• Partner with the Financial Information Systems team to drive Adaptive Insights functionality improvement, including automating reporting and developing process automation initiatives
• Manage Workday / Adaptive financial data in partnership with Talent, Workday, and Finance (e.g., project codes, capitalization codes, cost centers)

Qualifications Required and Preferred:

• Bachelor’s degree in Business, Finance, Accounting, or a related quantitative field, or equivalent experience
• 3-4 years of FP&A experience or other relevant Finance role with substantial financial modeling experience and ideally coming from an institution with a training / rotational / development program
• Experience with Workday and Adaptive Insights
• Extensive experience using Microsoft Excel
• Ability to work independently an