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Included Health

Associate Finance Business Partner

Included Health

. Support annual planning, quarterly forecasting, monthly close, and expense reporting cycles.

Posted 11/11/2026full-timeRemote • United StatesMid-Level💰 $95,260 - $115,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and analysis, budgeting, and forecasting, with strong capabilities in data analysis and variance explanation. Proficient in using financial systems like Anaplan and Workday to enhance reporting and automate processes.

Highest-signal resume keywords
Financial Planning And AnalysisBudgetingForecastingAnaplanWorkday

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial AnalysisBudget ManagementExpense ReportingVariance AnalysisSpreadsheet Skills
Soft Skills
Clear CommunicationRelationship BuildingAttention To DetailAdaptabilityProblem Solving
Tools & Technologies
AnaplanWorkdayFinancial Reporting Systems
Industry Keywords
Financial PlanningExpense ManagementAccrualsReclassificationsCross-Functional Collaboration

About the role

Key responsibilities & impact
  • Support annual planning, quarterly forecasting, monthly close, and expense reporting cycles.
  • Partner with budget owners to coordinate annual-plan inputs, assumptions, reviews, and updates.
  • Maintain forecast inputs across departments, covering headcount, vendors, compensation, software, facilities, travel, and health benefits.
  • Collaborate with budget owners, Talent & Organization, and Accounting to align forecasts and resolve data or timing issues.
  • Analyze monthly results and forecast updates, explaining key variance drivers, risks, and recommended actions.
  • Deliver financial insights and decision support to leaders, linking results to operating choices and strategy.
  • Review requisitions and purchase orders against approved budgets and headcount.
  • Work with Accounting on accruals, reclassifications, and expense classification.
  • Assist with reporting automation, Anaplan forecasting enhancements, and process redesigns.
  • Investigate spend variances, identify risks or opportunities, and escalate material issues.
  • Address ad hoc planning questions with cross-functional finance teams.

Requirements

What you’ll need
  • Bachelor’s degree in finance, accounting, business administration, or a related field.
  • 5+ years of relevant experience supporting financial planning and analysis, budgeting, forecasting, accounting, or expense management.
  • Ability to independently manage recurring analyses, apply financial judgment to investigate issues, and recommend solutions based on available information.
  • Strong spreadsheet skills and attention to detail; experience with financial planning or reporting systems is preferred.
  • Experience with Anaplan and Workday is preferred.
  • Clear written and verbal communication skills, including the ability to explain financial information and recommendations to non-finance partners and leaders.
  • Ability to build effective working relationships with budget owners, Accounting, Talent and Organization partners, and cross-functional finance teams.
  • Ability to manage recurring deadlines, adapt to changing priorities, and maintain accuracy in a fast-paced environment.

Benefits

Comp & perks
  • Remote-first culture
  • 401(k) savings plan through Fidelity
  • Comprehensive medical, vision, and dental coverage through multiple medical plan options, including disability insurance
  • Paid Time Off (PTO) and Discretionary Time Off (DTO)
  • 12 weeks of 100% Paid Parental leave
  • Fertility coverage
  • $25,000 for surrogacy/adoption
  • Paid leave for failed treatments, adoption or pregnancies
  • Work-From-Home reimbursement to support team collaboration home office work