Personify Health

Senior Finance Manager – TPA

Personify Health

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $115,000 - $130,000 per year

Job Level

Senior

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningforecastingexpense analysiscost-benefit analysisproject accountingdata analysisbudgetingfinancial reportingaccrual accountingpersonnel expense planning
Soft Skills
analytical skillscommunication skillsrelationship buildinginfluencingcollaborationproblem-solvingdecision-makingleadershiporganizational skillsadaptability
Certifications
Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in Economics