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Included Health

Accessible primary, behavioral, and virtual care

Associate Finance Business Partner

Corporate Finance & FP&APosted on Nov 11
Full-timeRemote in USA$95.3k - $115k /yr

About the Job

Requirements

  • A bachelor's degree in finance, accounting, business administration, or a related field is required.
  • At least five years of relevant experience supporting financial planning and analysis, budgeting, forecasting, accounting, or expense management is required.
  • 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 are required.
  • Clear written and verbal communication skills are required, 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.

Responsibilities

  • 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 and 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.

Desired Qualifications

  • Experience with financial planning or reporting systems is preferred.
  • Experience with Anaplan and Workday is preferred.

About the Company

Included Health

Accessible primary, behavioral, and virtual care

Included Health coordinates accessible healthcare and advocacy for underserved populations. It provides primary care, behavioral health, therapy, psychiatry, and virtual care with 24/7 on-demand access from dedicated providers. The platform connects members to a network of providers through a unified system that supports integrated care, coaching, and data-driven care guidance tailored to individual needs. Its differentiators include care advocacy, integrated behavioral health with primary care, and partnerships with employers and consultants aimed at delivering measurable clinical and financial outcomes, with a goal of improving member experience and lowering healthcare costs for clients.

Company size
51-200
Company stage
Growth Equity (Venture Capital)
Total funding
$347M
Headquarters
San Francisco, CA
Founded
2020

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