Capital Planning & Investment Analyst (Business Strategy & Financial Modeling) (Remote)
Core
Supports executive leadership in developing, evaluating, and executing strategic initiatives and capital investment opportunities across the Medicare Advantage organization.
Role type
Senior Business Analyst (Capital Planning & Strategic Finance)
Builds
Data-driven business cases, financial models, investment roadmaps, and performance dashboards for strategic initiatives.
Domain
Healthcare (Medicare Advantage) + Strategic Finance
Required skills
Business case development, financial modeling (ROI, NPV, TCO), strategic analysis, data visualization, cross-functional stakeholder engagement, executive presentation
Preferred skills
Healthcare finance experience, management consulting background, advanced Excel/PowerPoint proficiency
Technologies
Microsoft Excel, PowerPoint, Power BI, Tableau
Responsibilities
Lead business case development for strategic initiatives and capital requests; quantify financial and non-financial benefits; support annual capital planning and portfolio prioritization; analyze market trends and competitive dynamics; build forecasting models and create performance dashboards; partner with stakeholders to validate assumptions and communicate findings.
Seniority
Mid-to-Senior, hands-on IC