What Jobs are available for Investment Banker in Austin?

Our client, a prestigious investment bank, is actively seeking a highly accomplished Senior Investment Banker to join their Mergers & Acquisitions (M&A) advisory team in Austin, Texas, US . This role demands exceptional financial acumen, rigorous analytical skills, and extensive experience in executing complex M&A transactions across various industries. You will play a pivotal role in advising corporate clients on strategic acquisitions, divestitures, and corporate restructuring.

Key Responsibilities:

• Lead and manage M&A transactions from origination to closing, including financial modeling, valuation analysis, and due diligence.
• Develop and maintain strong relationships with corporate clients, private equity firms, and other stakeholders.
• Prepare compelling pitch books, offering memorandums, and other transaction-related materials.
• Conduct in-depth market research and industry analysis to identify potential opportunities and risks.
• Negotiate deal terms and structure complex financial arrangements.
• Supervise and mentor junior bankers (Analysts and Associates) throughout transaction processes.
• Stay abreast of market trends, regulatory changes, and evolving financial instruments.
• Ensure compliance with all relevant securities laws and regulatory requirements.
• Contribute to business development efforts and the expansion of the firm's client base.
• Work collaboratively with other departments within the firm to deliver comprehensive client solutions.

Qualifications:

• MBA or advanced degree in Finance, Economics, or a related field from a top-tier institution.
• Minimum of 7 years of relevant investment banking experience, with a strong focus on M&A advisory.
• Demonstrated track record of successfully executing multiple M&A transactions, with transaction values typically exceeding $100 million.
• Expertise in financial modeling, valuation methodologies (DCF, precedent transactions, comparable companies), and accounting principles.
• Exceptional analytical, quantitative, and problem-solving skills.
• Superior written and verbal communication and presentation skills.
• Proven ability to manage multiple projects simultaneously, work under pressure, and meet strict deadlines.
• Strong client relationship management and business development capabilities.
• Series 7, 63, and 79 licenses are required (or ability to obtain promptly).

This is a highly rewarding career opportunity for an ambitious and driven finance professional to join a leading firm and significantly contribute to high-stakes corporate finance activities. If you possess a passion for deal-making and a proven history of M&A success, we encourage you to apply.

Our client, a prestigious investment firm, is seeking a highly motivated and analytical Senior Investment Analyst to join their Portfolio Management team. This role is based in our vibrant Austin, Texas, US office and is critical to the success of our investment strategies. You will be responsible for conducting in-depth market research, financial modeling, and performance analysis to support investment decisions and optimize portfolio performance.

Responsibilities:

• Conduct comprehensive financial analysis of public and private companies, industries, and macroeconomic trends.
• Develop and maintain complex financial models to forecast company performance, value assets, and assess investment risks.
• Monitor and analyze the performance of existing investment portfolios, identifying opportunities for rebalancing and risk mitigation.
• Prepare detailed investment research reports, memos, and presentations for the Investment Committee and senior management.
• Contribute to the development and refinement of investment strategies and asset allocation frameworks.
• Engage with portfolio companies, management teams, and industry experts to gather critical information and insights.
• Evaluate new investment opportunities across various asset classes, performing due diligence and making recommendations.
• Stay informed about market developments, regulatory changes, and economic conditions that may impact investment performance.
• Collaborate effectively with traders, portfolio managers, and research associates.

Qualifications:

• Bachelor's degree in Finance, Economics, or a related quantitative field; MBA or CFA designation strongly preferred.
• Minimum of 5 years of experience in investment analysis, portfolio management, or a similar financial role.
• Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
• Strong understanding of capital markets, investment strategies, and different asset classes (equities, fixed income, alternatives).
• Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Proficiency in financial databases (e.g., Bloomberg, FactSet) and analytical software.
• High level of attention to detail and accuracy.
• Ability to work effectively under pressure and meet tight deadlines.
• Strong ethical standards and a commitment to fiduciary responsibility.

This is an on-site position in our Austin, Texas, US office, offering a collaborative work environment and significant opportunities for professional growth within the financial services sector.

**About Lumen**
Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress.
We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.
**The Role**
The Senior Manager of Strategic Investment & Capacity Management is a critical leadership role responsible for enabling data-driven decision-making across Lumen's technology and product portfolio. This role leads enterprise-wide investment management, demand and capacity planning, forecasting, and performance insights to ensure optimal resource allocation and value realization. As a strategic partner to Finance, Product, Engineering, and Transformation teams, this leader will drive transparency, alignment, and accountability across planning cycles and investment portfolios.
**Location**
This is a remote opportunity open to candidates located anywhere in the U.S.
**The Main Responsibilities**
+ Lead the development and governance of investment planning processes across the CTO organization.
+ Partner with Finance and Strategy teams to evaluate investment opportunities, track ROI, and ensure alignment with strategic priorities.
+ Establish frameworks for value realization and benefit tracking across initiatives.
+ Develop and maintain demand and capacity models to support quarterly and annual planning cycles.
+ Collaborate with Product and Engineering leaders to forecast resource needs and delivery timelines.
+ Identify gaps and constraints in capacity planning and recommend mitigation strategies.
+ Build and manage dashboards and reporting tools to provide actionable insights into portfolio performance.
+ Analyze trends, risks, and opportunities across initiatives to inform executive decision-making.
+ Drive continuous improvement through data-driven retrospectives and scenario planning.
+ Facilitate alignment across product, engineering, finance, and transformation teams to ensure cohesive planning and execution.
+ Support governance forums and executive reviews with clear insights, recommendations, and performance metrics.
+ Champion transparency and accountability across the investment lifecycle.
**What We Look For in a Candidate**
+ Bachelor's degree in Business, Finance, Engineering, or related field; MBA or advanced degree preferred.
+ 8+ years of experience in investment planning, strategic operations, or portfolio management in a technology or enterprise environment.
+ Strong understanding of demand/capacity planning, forecasting, and performance analytics at delivery team level and cross programs/portfolios
+ Proven ability to lead cross-functional planning and drive value realization.
+ Exceptional analytical, communication, and stakeholder management skills.
+ Deep expertise with investment and product tools (e.g., Jira, Clarity, Aha)
+ Experience with enterprise planning tools and data visualization platforms.
**Compensation**
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.
Location Based Pay Ranges
$129,639 - $72,852 in these states: AL AR AZ FL GA IA ID IN KS KY LA ME MO MS MT ND NE NM OH OK PA SC SD TN UT VT WI WV WY
136,121 - 181,494 in these states: CO HI MI MN NC NH NV OR RI
142,603 - 190,137 in these states: AK CA CT DC DE IL MA MD NJ NY TX VA WA
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process.
Learn more about Lumen's:
Benefits ( Structure
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Requisition #:
**Background Screening**
If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page ( . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
**Equal Employment Opportunities**
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.
**Disclaimer**
The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
**Application Deadline**
11/07/2025

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**Position Summary**
The Manager of Financial Planning & Analysis position supports SG&A business expense management within CVS Health's Pharmacy Services Segment (PSS). This position is a member of PSS FP&A's core Expense Management team and will work cross-functionally with other Segment Finance teams in order to manage, plan, and report PSS business unit expenses.
The Manager of FP&A's primary business support responsibilities include:
- Partner with business leaders to build annual budgets and update quarterly forecasts
- Subject matter expert for all financial planning activities associated with assigned business units
- Support month-end close activities including variance analyses, reporting, and journal entries
- Assist Senior Finance Management with 3-year strategic planning
- Collaborate with cost center owners to ensure business unit FTE rosters are maintained
In addition to the primary responsibilities above, this role will be involved in ad hoc strategic projects for finance and/or the business to evaluate the performance of current and proposed investments.
This role will also work directly with cost center owners to align forecast timing and appropriate accounting practices, and complete monthly variance analysis and reporting that will be used at regular Senior Management meetings. This position will support and work closely with HR, Accounting, Finance and Operations to ensure accurate planning and reporting.
**Required Qualifications**
- 5 or more years of relevant experience in an FP&A role.
- 5 or more years of experience with Microsoft Excel.
- 5 or more years of experience with SAP ERP products.
- Excellent communication skills (both oral and written) and comfortable presenting to Senior Management/Executive Leadership.
**Education**
Bachelor's degree OR equivalent experience.
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$54,300.00 - $145,860.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 11/14/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

**_What Financial Planning & Analysis contributes to Cardinal Health_**
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**Responsibilities**
+ Lead the FP&A function for the Packaging Solutions business unit, serving as a strategic advisor to senior leadership on financial performance, planning, and decision-making.
+ Oversee the design, development, and continuous improvement of standardized reporting and consolidation tools for actuals, budgets, and forecasts.
+ Drive the annual budgeting and forecasting processes, ensuring alignment with corporate objectives and business unit strategies.
+ Deliver high-quality, timely financial reporting and performance analysis to enable data-driven decisions that support business growth and profitability.
+ Partner cross-functionally with business leaders, finance teams, and operational stakeholders to support strategic initiatives and optimize financial outcomes.
+ Lead month-end close activities, ensuring accuracy and integrity of financial results.
+ Lead and manage the end-to-end Order-to-Cash (OTC) process, ensuring efficient invoicing, collections, and cash application while driving process improvements, compliance, and cross-functional collaboration.
+ Support ad hoc financial analysis, scenario modeling, and executive presentations as needed.
**_Qualifications_**
+ 4-8 years of experience, preferred
+ Bachelor's degree in related field, or equivalent work experience, preferred
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $80,900-$115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 11/28/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (

**"We enable greatness in people and organizations everywhere.** "
FranklinCovey (NYSE: FC) is the workplace of choice for _Achievers with Heart_ . We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass, which is primarily sold through our Enterprise Division, and the _Leader_ _in Me_ membership, which is designed specifically for our Education Division. Enterprise clients include _Fortune 100_ ,? _Fortune 500_ , thousands of small and mid-sized businesses, and numerous government entities. FranklinCovey Education has shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions.
To learn more, visit franklincovey.com.
**Title:** Senior Financial Planning & Analysis (FP&A) Analyst
**Payroll Title:** Sr Financial Planning & Analysis Analyst
**Division & Department:** Enterprise Finance
**Status:** Full-Time Exempt
**Reports to:** Director, Financial Planning & Analysis (FP&A), Enterprise
**Location:** Remote - Anywhere in the contiguous United States
**Compensation:** Anticipated compensation for this position is a base salary of $105-130k* plus an 8% incentive target tied to Enterprise financial targets.
**Job Summary**
The Senior Analyst Financial Planning & Analysis (FP&A) will be a key member of the FP&A team reporting to the Director of FP&A, Enterprise and responsible for supporting financial planning, budgeting, forecasting, and analysis activities, with an additional focus on administering and analyzing sales and sales support compensation plans through CaptivateIQ. This role will involve working closely with Finance, Sales, Revenue Operations, and HR teams to ensure that sales incentive structures are aligned with company goals.
The ideal candidate will bring strong analytical and financial modeling skills, a solid understanding of finance principles, and hands-on experience managing and analyzing commission or sales compensation plans in a high-performance environment.
**Essential Job Functions**
+ **Budgeting and Forecasting**
+ Assist in the development and consolidation of annual budgets (Gross/Net Revenue, COS, SG&A, and EBITDA), ensuring alignment with strategic goals.
+ Drive monthly/quarterly forecasts budgets (same categories as above), highlighting risks and opportunities.
+ Monitor budget vs. actuals and update forecasts monthly.
+ **Financial Analysis and Reporting**
+ Prepare monthly, quarterly, and annual financial reports for senior management, including actuals vs budget/forecast, variance analysis, and forecast changes month over month.
+ Provide explanations for variances, including those related to sales compensation, and suggest actions to address discrepancies.
+ Identify and analyze key drivers impacting financial performance, including sales performance and compensation metrics, to identify trends, variances, and opportunities for improvement.
+ Develop and maintain reports, dashboards, and presentations to communicate financial and sales performance trends (KPI's) to key stakeholders and monitor performance.
+ **Sales & Sales Support Compensation Analysis and Administration**
+ Administer and analyze sales and sales support compensation plans, ensuring alignment with company objectives and driving sales performance.
+ Manage the commission calculation process through CaptivateIQ, ensuring all monthly, quarterly, and annual payouts are accurate, timely, and compliant with policy.
+ Collaborate with sales, finance, and Total Rewards leadership to review, adjust, and optimize commission plans based on performance data and market benchmarks.
+ Provide insights and recommendations on sales incentive structures and evaluate their impact on overall financial performance.
+ Maintain and continuously improve CaptivateIQ workflows, reporting, and integrations to increase accuracy, transparency, and scalability of the commission process.
+ **Financial Modeling**
+ Develop, maintain, and enhance financial models to support business planning, strategic initiatives, and enhance financial performance.
+ Perform scenario and sensitivity analyses to support decision-making.
+ Translate model outcomes into clear, actionable insights for business partners and executives.
+ **Ad-Hoc Analysis and Special Projects**
+ Support ad-hoc financial and sales compensation related analysis and projects, including cost-cutting initiatives and profitability assessments.
+ Partner with sales leadership on strategic projects to drive sales performance and incentive alignment.
+ **Continuous Improvement**
+ Serve as project lead for design and implementation of cloud-based FP&A forecasting tool for the business.
+ Maintain, identify and implement process improvements to enhance forecasting accuracy, compensation calculation accuracy, and reporting quality.
+ Assist in automation and streamlining financial reporting and compensation processes.
**Basic Qualifications**
+ Bachelor's or advanced degree in Finance and/or Accounting
+ 5+ years of experience in financial analysis and/or sales compensation analysis
**Preferred Skills & Experience**
+ 3+ years of experience in an FP&A function
+ Strong background with quantitative data analysis, with experience building and maintaining financial models
+ Advanced proficiency in Excel, PowerPoint
+ Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights
+ Clear and concise written and verbal communication skills, with the ability to present complex information effectively
+ Strong interpersonal skills and the ability to work effectively with cross-functional teams
+ Exceptional attention to detail and commitment to producing high-quality, accurate work.
+ High sense of urgency, strong organizational skills, and the ability to manage multiple priorities under tight deadlines.
+ Solid understanding of GAAP accounting principles.
+ Proficiency with CRM tools (Salesforce preferred)
+ Experience with ERP systems (Microsoft Dynamics AX preferred)
+ Experience using data visualization tools (Domo preferred)
+ Experience with sales compensation tools (CaptivateIQ preferred)
+ Experience working in a SaaS business environment
+ Strong accounting knowledge and financial acumen
Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit for details.
*Actual offer may be outside of this range and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data.
Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration.
**Employer Information**
For an overview of our Interview Process, please visit is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit for our full **Equal Employment Opportunity** policies and **Nondiscrimination Provision.**
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**Our Mission**
As the world's number 1 job site*, our mission is to help people get jobs. We strive to cultivate an inclusive and accessible workplace where all people feel comfortable being themselves. We're looking to grow our teams with more people who share our enthusiasm for innovation and creating the best experience for job seekers.
(*Comscore, Total Visits, March 2025)
**Day to Day**
The Senior Manager will serve as a strategic manager and mentor within the FP&A team, acting as a business partner to the Go-to-Market (GTM) organization. This role is accountable for delivering forward-looking insights, driver-based models, and clear financial narratives that shape strategic outcomes and resource allocation. Success in this role comes from influence, thought leadership, and mentorship.
**Responsibilities**
+ **Strategic Business Partnering:** Serve as a credible advisor to business leaders in Sales, Product, Marketing, and Operations. Anticipate needs, frame trade-offs, and provide insights that guide scalable, profitable growth.
+ **Driver-Based Modeling & Forecasting:** Head the design and application of driver-based models to help OPEX, headcount, and investment conclusions. Build and promote scenario analysis frameworks that enable proactive planning.
+ **Insight & Storytelling:** Translate financial results and forecasts into compelling narratives, memos, and executive-ready recommendations. Ensure FP&A delivers clear _"so-what / now-what"_ insights that drive action.
+ **Enablement & Self-Serve:** Advocate for standardized dashboards, central process documentation, and self-service tools. Mentor peers and contributors on how to use these effectively, reducing ad-hoc asks.
+ **Mentorship & Influence:** Coach analysts and managers on advanced modeling, storytelling, and decision-maker management engagement. Steer by example through thought leadership, innovation, and cross-functional engagement.
+ **Innovation & Process Improvement:** Identify opportunities to automate manual processes, embed AI/analytics, and scale FP&A capabilities. Inspire the team to experiment, adopt new tools, and continuously improve.
+ **Executive Deliverables:** Take a lead role in preparing financial materials for senior executives and the board, ensuring accuracy, clarity, and strategic framing.
**Skills/Competencies**
+ 7 - 10 years in FP&A, corporate finance, consulting, or investment banking, with evidence of strategic partnership and influence.
+ Advanced financial modeling and forecasting expertise, including driver-based and scenario review.
+ Skilled in BI tools, self-service platforms, and automation (SQL, Tableau/Looker, EPM, AI co-pilots).
+ Excellent communication and storytelling skills, able to distill complex insights into executive-level narratives.
+ Proven track record of leading without direct authority - mentoring peers, shaping conclusions, and driving outcomes through influence.
**Salary Range Transparency**
Austin 122,000 - 182,000 USD per year
NYC Metro Area 137,000 - 179,000 USD per year
**Salary Range Disclaimer**
The base salary range represents the low and high end of the Indeed salary range for this position in the given work location. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range(s) listed is just one component of Indeed's total compensation package for employees. Other rewards may include quarterly bonuses, Restricted Stock Units (RSUs), a Paid Time Off policy, and many region-specific benefits.
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Reference ID: 46291

**JOB DESCRIPTION**
**Job Summary**
Provides subject matter expertise and leadership for financial planning and analysis activities including developing the organization's short and long-term financial plans and identifying financial opportunities to improve profitability.
**Essential Job Duties**
+ Manages timely submission of analytics and reports required for the financial planning and analysis function.
+ Ensures the integrity and completeness of financial data and information contained in financial reports.
+ Reviews and develops analysis of financial trends and results of both internal and external financial data.
+ Oversees and develops forecasts and budgets to project future capital spend and/or profitability.
+ Assesses and develops models to evaluate risk and return of various business scenarios.
+ Effectively communicates financial planning and analysis findings and recommendations to senior leadership and customers.
**Required Qualifications**
+ At least 5 years of health care finance and/or analytical experience, or equivalent combination of relevant education and experience.
+ Bachelor's degree in finance, accounting or a related field.
+ Advanced training or experience in health care analytics.
+ Ability to convert data to meaningful reports.
+ Strong critical-thinking and attention to detail.
+ Ability to effectively collaborate with technical and non-technical stakeholders.
+ Strong time-management skills and ability to manage simultaneous projects and tasks to meet internal deadlines.
+ Strong verbal and written communication skills.
+ Proficient in Microsoft Office suite products, including key skills in Excel (VLOOKUPs and pivot tables), and applicable software program(s) proficiency.
**Preferred Qualifications**
+ Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Management Accountant (CMA).
+ Health insurance industry experience.
+ Experience with specialized financial analytics software.
To all current Molina employees: If you are interested in applying for this position, please apply through the Internal Job Board.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V
#PJCorp
#LI-AC1
Pay Range: $77,969 - $142,549 / ANNUAL
*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.

Our client is seeking a highly accomplished Senior Financial Planning & Analysis (FP&A) Manager to lead their strategic financial operations. This is a fully remote position, offering the opportunity to shape financial strategy from your home office. You will be responsible for overseeing the budgeting, forecasting, and long-range planning processes for the organization. Your role will involve developing financial models, analyzing performance against key metrics, and providing critical insights to senior leadership to support informed decision-making. You will collaborate extensively with department heads and executive leadership to align financial plans with strategic objectives. Key responsibilities include conducting variance analysis, identifying financial risks and opportunities, and recommending strategies to improve profitability and financial performance. The ideal candidate will possess a strong background in corporate finance, accounting, or a related field, with a proven track record in FP&A roles, preferably within a dynamic corporate environment. Expertise in financial modeling, data analysis, and reporting tools (e.g., Excel, Hyperion, Tableau, Power BI) is essential. You must have exceptional analytical, problem-solving, and communication skills, with the ability to present complex financial information clearly and concisely to non-financial stakeholders. Experience managing and mentoring a team is highly desirable. This position requires a proactive, detail-oriented individual with a strategic mindset and a commitment to driving financial excellence. You will be instrumental in guiding the company's financial future and ensuring sustainable growth. This is a significant opportunity to impact the financial health and strategic direction of our organization, working remotely to support our operations in Austin, Texas, US .