Capital Planning & Investment Analyst (Business Strategy & Financial Modeling) (Remote)

Business Case Development

• Lead the development of business cases for strategic initiatives, technology investments, operational improvements, and capital requests.

• Collaborate with stakeholders to define business problems, opportunities, objectives, assumptions, and success criteria.

• Quantify financial and non-financial benefits, including revenue growth, cost savings, productivity gains, quality improvements, risk mitigation, and member experience enhancements.

• Develop return on investment (ROI), net present value (NPV), payback period, and total cost of ownership (TCO) analyses.

• Prepare executive-level presentations and recommendations for leadership review and approval.

Capital Planning & Portfolio Support

• Support annual and multi-year capital planning processes.

• Evaluate and prioritize capital requests against strategic objectives, organizational value, and resource constraints.

• Maintain capital project documentation, business case repositories, and investment tracking tools.

• Monitor approved investments against forecasted benefits and business outcomes.

• Assist leadership in developing investment roadmaps and prioritization frameworks.

Strategic Analysis

• Analyze market trends, competitive dynamics, regulatory changes, and Medicare Advantage industry developments.

• Conduct research and benchmarking to identify opportunities for operational and strategic improvement.

• Support enterprise strategy initiatives through quantitative and qualitative analysis.

• Translate complex business requirements into actionable recommendations.

Data & Financial Analysis

• Gather, analyze, and interpret operational, clinical, financial, and member data.

• Build forecasting models to evaluate initiative impacts and investment scenarios.

• Create dashboards, reports, and performance metrics to measure business outcomes.

• Identify key business drivers, risks, dependencies, and implementation considerations.

Stakeholder Engagement

• Partner with business leaders, project sponsors, and subject matter experts to gather requirements and validate assumptions.

• Facilitate workshops, meetings, and interviews to assess business needs and opportunities.

• Communicate findings effectively to both technical and non-technical audiences.

• Provide ongoing support throughout initiative lifecycle planning and implementation.

Job Requirements:

Experience:

Required: 

• 3-7 years of experience in business analysis, strategic planning, management consulting, healthcare finance, or related analytical roles.

Education:

Required: 

• Bachelor's degree in Business Administration, Healthcare Administration, Finance, Supply Chain, Information Systems, or related field.

Specialized Skills:

Required: 

• Experience developing business cases, financial models, and executive presentations.

• Strong analytical and problem-solving skills with the ability to synthesize complex information.

• Advanced proficiency in Microsoft Excel and PowerPoint.

• Experience working with data visualization and reporting tools such as Power BI, Tableau, or similar platforms.

• Strong written and verbal communication skills.

• Experience working cross-functionally with multiple stakeholders and leadership teams.