Lead Financial Planning and Analysis Job Category: Accounting/Finance Department: Finance Services Location: Los Angeles, CA, US, 90017 Position Type: Full Time Requisition ID: 12320 Salary Range: $102,183.00 (Min.) - $132,838.00 (Mid.) - $163,492.00 (Max.) Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation’s largest publicly operated health plan. Serving more than 2 million members, we make sure our members get the right care at the right place at the right time. Mission: L.A. Care’s mission is to provide access to quality health care for Los Angeles County's vulnerable and low-income communities and residents and to support the safety net required to achieve that purpose. Job Summary The Lead Financial Planning and Analysis (FP&A) is responsible for guiding the development and execution of the annual budget and forecast processes. This position serves as a key business partner to senior leadership, delivering meaningful financial insights that inform strategic decisions and ensure alignment with organizational goals. The Lead FP&A collaborates with cross-functional teams to manage budgets, forecasts, strategic initiatives, and motion/contract requests. This is a critical and highly visible position responsible for maintaining the integrity of budgeting models, and for developing improved, scalable methodologies to ensure financial planning aligns with L.A. Care’s mission and long-term strategy. Responsible for the daily workflow and leading the work of assigned staff. This role will mentor, coach, act as a resource and provide feedback on performance of assigned staff. Duties Lead the work of assigned staff; regularly assign and check the work of others, providing guidance, training and feedback on performance to department management. Oversee the daily office workflow, develop and recommend enhancements to process and procedures. Drive the development, maintenance, and refinement of robust financial models to support scenario planning, long-range forecasts, and key business initiatives. Review & translate complex financial data into clear, actionable insights through written reports and executive-level presentations. Identify opportunities to streamline and enhance budgeting, forecasting, and reporting processes through automation, system upgrades, and best practices. Maintain adherence to internal financial policies and external regulatory requirements, including supporting audit processes and ensuring data integrity. Collaborate with cross-functional teams and management to monitor departmental finances and develop financial strategies and accurate forecasts. Track key financial metrics and key performance indicators (KPIs), analyze trends, and provide proactive recommendations to address financial risks and opportunities. Oversee the development, consolidation, and execution of the annual budget and periodic forecasts, ensuring alignment with organizational goals and strategies. Manages complex projects, engaging and updating key stakeholders, developing timelines, leads others to complete deliverables on time and ensures implementation upon approval. Coordinate and oversee variance explanations for budget/forecast versus actuals and performance reporting, delivering insightful financial analysis to effectively support senior leadership decision-making. Prepare and compile the annual Budget Book, including supporting narratives and tables, for presentation to CEO and CFO and submission to Board of Governors Committee for approval. Perform other duties as assigned. Duties Continued Education Required Bachelor's Degree in Finance or Accounting or Related Field In lieu of degree, equivalent education and/or experience may be considered. Education Preferred Master's Degree in Business Administration or Related Field Experience Required: At least 5 years of experience in Finance and/or financial planning, analysis, and strategy. Strong experience in accounting, budgeting and forecasting. At least 2 years of leading a process, program and/or leading staff Preferred: Experience with financial data for Medi-Cal population or healthcare industry. Experience with SAP financial systems. Skills Required: Excellent analytical skills and demonstrated ability to analyze complex issues and recommend solutions. Must be proactive, resourceful, and able to collaborate and find alternative solutions to deliver results to senior management. Highly proficient in Word and PowerPoint. Advanced skills in Excel. Excellent organizational skills with the ability to manage multiple priorities simultaneously and meet constant deadlines. Ability to work independently and collaborate with other functional areas in order to achieve optimal results. Excellent verbal and written communication, and presentation skills. Strong understanding of Generally Accepted Accounting Principles (GAAP) and Finance Concepts. Strong financial modeling and superior attention to detail. Proven ability to work effectively with others in a team-oriented environment. Licenses/Certifications Required Licenses/Certifications Preferred Certified Public Accountant (CPA) Required Training Physical Requirements Light Additional Information Salary Range Disclaimer: The expected pay range is based on many factors such as geography, experience, education, and the market. The range is subject to change. L.A. Care offers a wide range of benefits including + Paid Time Off (PTO) + Tuition Reimbursement + Retirement Plans + Medical, Dental and Vision + Wellness Program + Volunteer Time Off (VTO)