Financial Planning and Analysis Analyst

Analyst II - Financial Analysis

About Us 

Zelis is modernizing the healthcare financial experience in the United States (U.S.) across payers, providers, and healthcare consumers. We serve more than 750 payers, including the top five national health plans, regional health plans, TPAs and millions of healthcare providers and consumers across our platform of solutions. Zelis sees across the system to identify, optimize, and solve problems holistically with technology built by healthcare experts – driving real, measurable results for clients.

Why We Do What We Do 

In the U.S., consumers, payers, and providers face significant challenges throughout the healthcare financial journey. Zelis helps streamline the process by offering solutions that improve transparency, efficiency, and communication among all parties involved. By addressing the obstacles that patients face in accessing care, navigating the intricacies of insurance claims, and the logistical challenges healthcare providers encounter with processing payments, Zelis aims to create a more seamless and effective healthcare financial system.

Zelis India plays a crucial role in this mission by supporting various initiatives that enhance the healthcare financial experience. The local team contributes to the development and implementation of innovative solutions, ensuring that technology and processes are optimized for efficiency and effectiveness. Beyond operational expertise, Zelis India cultivates a collaborative work culture, leadership development, and global exposure, creating a dynamic environment for professional growth. With hybrid work flexibility, comprehensive healthcare benefits, financial wellness programs, and cultural celebrations, we foster a holistic workplace experience. Additionally, the team plays a vital role in maintaining high standards of service delivery and contributes to Zelis’ award-winning culture. 

Position Overview

We are seeking an experienced FP&A professional to support financial planning, consolidation, and enterprise financial reporting across multiple business units. The role is responsible for supporting the monthly close cycle, preparing leadership reporting and variance commentary, and developing driver-based financial models for budgeting, forecasting, and scenario analysis. The position partners with cross-functional stakeholders to analyze operational and financial performance, monitor Opex, Capex, and headcount, and provide insights that support business decisions. The role also leverages tools such as Excel, Power BI, Workday Financials, and Adaptive Planning to enhance reporting, automation, and financial analysis while supporting ad hoc strategic and operational initiatives.

KEY RESPONSIBILITIES

• Perform financial planning and analysis with a focus on consolidation across multiple entities and business units.

• Support the monthly financial close and reporting cycle, including expense reviews, accruals, reclassifications, and coordination with accounting teams.

• Prepare monthly financial reporting packages and leadership presentations, including variance analysis and commentary comparing actual results against budget, forecast, and prior periods.

• Build and maintain driver-based financial models to support budgeting, forecasting, long-range planning, and performance analysis.

• Support annual budgeting, periodic forecasting, and cash flow projections while ensuring alignment with business and financial targets.

• Monitor and analyze operating expenses (Opex), capital expenditures (Capex), and headcount to identify key financial and operational drivers impacting performance.

• Translate financial and operational data into actionable insights to support leadership decision-making and business performance evaluation.

• Support scenario planning and what-if analysis to evaluate the financial impact of business initiatives, investments, and operational changes.

• Collaborate with cross-functional teams including Finance, Accounting, HR, IT, and Business Operations, while coordinating with onshore and offshore stakeholders to ensure alignment in reporting and planning activities.

• Identify opportunities to improve, standardize, and automate FP&A processes, and perform ad hoc financial analysis to support strategic and operational initiatives.

EDUCATION AND PROFESSIONAL EXPERIENCE REQUIRED

• Bachelor’s degree in Finance, Accounting, or a related field

• 7+ years of experience in FP&A or a similar financial analysis role

• Strong analytical skills with the ability to collect, organize, and analyze large datasets with high accuracy

• Excellent communication skills with the ability to present complex financial information clearly

• Proficiency in Microsoft Excel, financial modeling tools, and enterprise ERP environments

• Experience with Workday Financials and/or Adaptive Insights is a plus

• Working knowledge of US GAAP policies and procedures

• Ability to work independently and collaborate effectively within teams

• Prior experience working in a Shared Services Center supporting technology organizations preferred.

TOOLS & TECHNICAL SKILLS

• Advanced Microsoft Excel (financial modeling, scenario analysis, pivot tables, Power Query, complex formulas)

• Power BI for financial dashboards and data visualization

• Workday Financials

• Adaptive Insights (Workday Adaptive Planning)

• OfficeConnect for financial reporting

Added advantage: Experience with data automation tools, SQL, Excel Macros/VBA, or similar technologies to enhance financial reporting and analysis efficiency.

Commitment to Diversity, Equity, Inclusion, and Belonging

At Zelis, we champion diversity, equity, inclusion, and belonging in all aspects of our operations. We embrace the power of diversity and create an environment where people can bring their authentic and best selves to work. We know that a sense of belonging is key not only to your success at Zelis, but also to your ability to bring your best each day.

Equal Employment Opportunity

Zelis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Accessibility Support

We are dedicated to ensuring our application process is accessible to all candidates. If you are a qualified individual with a disability and require reasonable accommodation with any part of the application and/or interview process, please email talentacquisition@zelis.com.

Experience Level

Mid Level