Assistant Plan Controller
Core
Assist with the management of financial affairs for all health plans, including monthly financial analyses, statutory reports, and audit arrangements.
Role type
Assistant Plan Controller (Finance)
Builds
Financial reports and analyses for health plan operations
Domain
Healthcare / Finance
Deliverable
dashboards & analysis
Required skills
High-volume cash reconciliations, month-end close, process improvements, leading/mentoring staff, Advanced Excel (XLOOKUPs, PivotTables, large data set analysis), account reconciliations, Power Query, Power Automate
Preferred skills
Copilot or other AI tools for workflow automation, Master's degree in Accounting or Finance, CPA certification, experience in public accounting or healthcare industry
Technologies
Excel, Power Query, Power Automate, Copilot
Responsibilities
Prepare monthly financial analyses of operations, prepare reports outlining financial position (income, expenses, earnings), monitor business processes for internal accounting control compliance, arrange audits of health plan accounts, provide financial and business analysis, convey health plan needs to appropriate parties
Seniority
Mid-level, hands-on IC with team leadership