Operations FP&A Manager
$110,000–$137,500 year
HybridLehi, Utah, United States
Job Summary
Conduct annual budgeting and forecasting while partnering with Customer Experience and Health Plans Operations teams on capacity planning and expense management. Manage critical operations financial areas through scenario planning and headcount analysis, then develop and prepare month-end corporate reporting with variance analysis and Board materials. Lead three-year long-range financial planning for internal and investor use, identify new systems to scale support, and deliver ad-hoc analyses for Finance leadership. Leverage generative AI tools to automate complex financial analysis and summarize insights for corporate reporting.
Required Qualifications
- Experience with Adaptive Planning / Adaptive Insights and Netsuite
- Strong knowledge and deep understanding of Financial statements (IS, BS, CF)
- 7+ years applicable work experience in a high growth environment preferably in technology or healthcare
- Proven experience and knowledge in call center management and staffing, including capacity planning and workforce optimization
- Strong detail orientation and analytical and problem solving skills
- Expert MS excel / Google Sheets skills - candidate should be comfortable with financial modeling and working with large amounts of data
- Excellent interpersonal skills with the ability to communicate effectively both verbally and in writing, including exceptional excel/Google Sheets and PowerPoint skills to convey data and storylines
- Hybrid position based out of our Lehi office, with the expectation of being in office at least two weekdays per week
Desired Qualifications
- Experience with Adaptive Planning/OfficeConnect is highly desirable
- Working knowledge of GAAP (Accruals, COGS, and Capitalization versus Expense) a plus
- Strong AI skills, including a demonstrated ability to leverage generative AI tools (e.g., Gemini in Google Sheets) to automate complex financial analysis, summarize insights from large data sets for corporate reporting and Board materials, and identify AI-driven solutions to enhance FP&A efficiency and scale support
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.