Financial Analyst Manager

We are Remodel Health, the health benefits platform that revolutionizes health benefits to resource organizations with missions that matter. Our platform shifts organizations from traditional, one-size-fits-all health insurance plans to an individualized health insurance experience for each employee and their family.

We were founded on the principles of intentional relationship and generous giving, and we have a heart to serve organizations of all sizes. Historically, our core customer pipeline has consisted of churches, private schools, higher education, and faith-based nonprofits, and has recently grown extensively into for-profit industries.

Our team is collaborative, intentional, and prioritized. We care deeply for our customers and passionately believe there is a better way for employees to receive health benefits from their organization. Learn more about who we are here!

As the market-leading ICHRA platform, we have recently joined the Oak HC/FT portfolio, positioning us for accelerated growth. We are looking for a Financial Analyst Manager to take ownership of our FP&A processes, manage financial reporting, and provide strategic guidance to senior leadership. This role is ideal for someone with strong analytical skills, leadership potential, and experience in a high-growth, private equity-backed environment.

If this sounds like you, explore the job specifics below.

Responsibilities:

• Lead the FP&A function, including financial forecasting, budgeting, and long-term planning.
• Oversee and refine financial models to improve forecasting accuracy and strategic planning.
• Present financial insights and recommendations to the CFO, executive leadership, and investors.
• Manage financial reporting and ensure timely delivery of financial metrics and performance insights.
• Collaborate with department heads to set and track financial targets.
• Identify opportunities for revenue growth, cost savings, and operational efficiency.
• Support M&A activities, including financial due diligence and integration of acquired entities.
• Potentially manage and mentor ajunior financial analyst or team.

Education:

• Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred).

Experience & Skills:

• 5-8 years of experience in financial analysis, FP&A, corporate finance, or investment banking.
• Proven ability to communicate financial data to executives and private equity stakeholders.
• Strong proficiency in financial modeling, forecasting, and business intelligence tools.
• Experience in a private equity or high-growth environment is a plus.
• Leadership experience or demonstrated ability to mentor junior team members.

Benefits:

• Full health benefits offering, including life, long-term disability, dental, and vision
• Generous PTO
• 401(k) match
• Sabbatical PTO available after 5 years of employment

This is an in-office position in downtown Indianapolis four days/week, with work from home Fridays.