VP of FP&A, Financial Planning & Analysis
Intercare Holdings Insurance Services
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $150,000 - $225,000 per year
Job Level
Lead
Tech Stack
ERPTableau
About the role
- Lead the annual budgeting, long-range planning, and forecasting processes across all business units.
- Build dynamic financial and operating models to evaluate growth strategies, operational initiatives, and investment opportunities.
- Partner with the CFO and leadership team to translate strategic initiatives into measurable key performance indicators (KPIs).
- Provide timely, data-driven insights on revenue and profitability trends.
- Develop KPIs to monitor business health and drive accountability.
- Serve as a trusted advisor to operational leaders, helping them identify opportunities to drive operational efficiency and align financial performance with business objectives.
- Partner with IT, Operations, and Claims leadership to modernize reporting infrastructure, automate processes, and implement new FP&A tools.
- Prepare financial reporting and presentations for the Executive Team, Board of Directors and investors/lenders.
- Ensure accuracy, integrity, and consistency of financial and operational data across systems and reporting platforms.
- Lead a small but growing team, developing talent and building analytical capabilities across the finance organization.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred
- 10+ years of progressive experience in FP&A, including leadership roles in insurance, TPA, or healthcare services industries
- Deep understanding of Workers’ Compensation, Corporate Liability, or Risk Management financial dynamics
- Proven track record of leading FP&A functions through growth, transformation, or system modernization
- Exceptional analytical, communication, and leadership skills—able to simplify complexity and influence at all levels
- Proficiency with ERP and BI tools (e.g., NetSuite, Workday Adaptive, Power BI, Tableau).
Benefits
- Health insurance
- 401(k)
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
budgetingfinancial modelingforecastingKPI developmentfinancial reportingdata analysisoperational efficiencyteam leadershipsystem modernizationanalytical capabilities
Soft skills
communicationleadershipanalytical thinkinginfluencingsimplifying complexity
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsMBACPA