Financial Planning & Analysis Associate

RVO Health

Posted 2 days ago

Full Time

Charlotte, North Carolina

Hybrid

Smart Summary

This role supports the FP&A team through centralized modeling and reporting, managing the workforce planning architecture and centralizing high-impact forecasts to drive strategic decision-making. Key duties include supporting the Personnel model, assisting with Enterprise Performance Management (Oracle EPM) reports, and managing the centralized Software Forecasting process.

We are looking for a Financial Planning & Analysis Associate with 1-2 years of experience in financial planning and analysis or a similar role. The ideal candidate should have a Bachelor's degree in Finance, Accounting, or a related field, strong analytical skills, and advanced proficiency in financial modeling and MS Excel. Excellent communication and presentation abilities are also required to articulate complex financial results.

Must Have Skills for ATS

Strategic Thinking

Data Analysis

Financial Modeling

Reporting

Workforce Planning

Forecasting

EPM Architecture

Oracle EPM

Process Improvement

MS Excel

Power Query

Communication

Presentation

Accuracy

Detail Orientation

Problem Solving

Job Description

AT A GLANCE

Do you gain energy from strategic thinking while also rolling up your sleeves to manage and analyze complex data? Are you motivated by bringing innovative solutions to help people live healthier lives? If so, then this role will align with your passion! We are seeking a high-energy, detail-oriented FP&A Associate to join our Corporate Finance team. This role is a critical hub for organizational data, supporting our FP&A team through centralized modeling and reporting. You will be responsible for managing our workforce planning architecture and centralizing high-impact forecasts that drive strategic decision-making. This role develops recommendations from information and results; considers and conducts additional analyses as appropriate.

Where You’ll Be

To prioritize togetherness, culture, and accountability, RVO Health operates on an in-office work schedule. We expect employees to work from our Charlotte office Tuesday, Wednesday and Thursday each week. You are welcome to work remotely Mondays and Fridays if you wish. 

1101 Red Ventures Dr Fort Mill, SC 29707

What You’ll Do

  • Personnel Modeling & Strategic Analysis: You will play a key role in supporting and sustaining our Personnel model. This includes executing ad-hoc projects for the CFO and SLT to evaluate headcount growth, compensation structures, and organizational changes.
  • EPM Architecture & Reporting: You will assist in the maintenance of our Enterprise Performance Management (Oracle EPM) reports, helping to set up and refine dashboards and data views for the FP&A team’s internal use.
  • Centralized Software Forecasting: You will assist in managing a centralized Software Forecasting process for the entire organization, helping to optimize spend and predict future licensing needs across various business units.
  • Identify opportunities for process improvements within FP&A workflows and implement best practices to increase efficiency and accuracy.  
  • Develop, maintain, and enhance sophisticated financial models to support strategic initiatives, business planning, and decision-making.  
  • Collaborate with key business partners across the organization to develop, recommend and establish strategies, plans and processes to improve growth, profitability, and cost efficiencies

What We’re Looking For

Required: 

  • Bachelor's degree in Finance, Accounting, or a related field.
  • 1-2 years of experience in financial planning and analysis or a similar role.
  • Strong analytical and problem-solving skills.
  • Advanced proficiency in financial modeling and MS Excel (Power Query is a plus).
  • In-depth knowledge of financial planning and analysis principles.
  • Excellent communication and presentation abilities, including the ability to articulate complex financial results.
  • Strong analytical and problem-solving skills with a high degree of accuracy and attention to detail.  

Pursuant to various state Fair Pay Acts, below is a summary of compensation elements for this role at the company. The following benefits are provided by RVO Health, subject to eligibility requirements. 

  • Starting Salary: $55,000 - $70,000

*Note actual salary is based on geographic location, qualifications and experience 

  • Health Insurance Coverage (medical, dental, and vision)
  • Life Insurance
  • Short and Long-Term Disability Insurance
  • Flexible Spending Accounts
  • Paid Time Off
  • Holiday Pay
  • 401(k) with match
  • Employee Assistance Program
  • Paid Parental Bonding Benefit Program
  • Pharmacy Benefits
  • Income Protection Plans
  • Pet Services Plans
  • Mental Health Support
  • Wellness Coaching
  • HSA- Health Savings Account
  • Commuter Benefits
  • Gym & Fitness Center Discount Program

Who We Are:

Founded in 2022, RVO Health is a new healthcare platform of digital media brands, services and technologies focused on building relationships with people throughout their health & wellness journey. We meet people where they are in their personal health journeys and connect them with both the information and the care they need. RVO Health was created by joining teams from both Red Ventures and UnitedHealth Group’s Optum Health. Together we’re focused on delivering on our vision of a stronger and healthier world.  

RVO Health is comprised of Healthline Media (Healthline, Medical News Today, Psych Central, Greatist and Bezzy), Healthgrades, FindCare and PlateJoy; Optum Perks, and the virtual coaching platforms Real Appeal, Wellness Coaching, and QuitForLife.  

We offer competitive salaries and a comprehensive benefits program for full-time employees, including medical, dental and vision coverage, paid time off, life insurance, disability coverage, employee assistance program, 401(k) plan and a paid parental leave program.  

RVO Health is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at RVO Health is based solely on a person's merit and qualifications.   

We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact accommodations@rvohealth.com .

We do not provide visa sponsorship at this time.

#LI-Hybrid

RVO Health Privacy Policy: https://rvohealth.com/legal/privacy

RVO Health

Ever wished healthcare was easier to understand and navigate? So have we. That's the change we're committed to making. At RVO Health, we own and operate the largest health and wellbeing platform in the US, reaching more than 70 million people every month. We connect the dots between having a health question and getting real solutions, whether that's trusted information, finding the right doctor, saving money on prescriptions, or accessing care. Our portfolio includes some of the most trusted names in health: Healthline, Healthgrades, Optum, Medical News Today, Psych Central, Bezzy, and more. Together, they create something unique: a comprehensive platform where people can move seamlessly from "I have a question" to "I have answers and a plan." We're building an integrated platform that makes health easier to navigate, more accessible, and more affordable for everyone. Because everyone deserves a better way to health and wellbeing.

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