Associate Finance Business Partner

The Associate Finance Business Partner, Operating Expense is the dedicated FP&A partner for Included Health’s operating-expense organization. The role supports multiple departments, cost centers, budget owners, and leaders through financial planning, forecasting, close, reporting, and decision support. The position empowers functional partners to accomplish key operational objectives while upholding fiscal discipline and budget adherence.

This role manages recurring planning, forecasting, close, and reporting work within established priorities. It applies financial judgment to investigate variances and forecast issues, recommend practical next steps, and communicate implications to business partners. The role helps leaders maintain financial discipline, improve forecast accuracy, and understand the financial impact of operating decisions. It also coordinates improvements to our reporting processes and forecasting system.

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 & 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.

Qualifications:

• 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.

Pay:

The base salary range for this full-time position is $95,260 – $115,000 per year in the United States. This posted range reflects the portion of our internal salary band that is currently funded for new hires in this role across our standard labor markets (Zones A–B).

For context, these markets include Zone A (e.g., Phoenix AZ, San Antonio TX, Columbus OH, Charlotte NC), Zone B (e.g., Chicago IL, Denver CO, San Diego CA, Houston TX), Zone C (e.g., Los Angeles CA, Seattle WA, Washington, D.C., Boston MA) and Zone D (e.g., San Francisco Bay Area CA, New York City NY, San Jose CA). Within this range, individual pay is determined by work location, skills, experience, and internal equity. We use structured salary bands and geographic zones based on cost of labor to keep pay fair and consistent.

Starting base salary for you will depend on several job-related factors, unique to each candidate, which may include education; training; skills; years and depth of experience; certifications and licensure; our needs; internal peer equity; organizational considerations; and understanding of geographic and market data. Compensation structures and ranges are tailored to each zone's unique market conditions to ensure that all employees receive fair and great compensation package based on their roles and locations. Your Recruiter can share your geographic zone upon inquiry.

Benefits & Perks:

In addition to receiving a great compensation package, the compensation package may include, depending on the role, the following and more:

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

Family Building & Compassionate Leave: Fertility coverage, $25,000 for surrogacy/adoption, and paid leave for failed treatments, adoption or pregnancies.

Work-From-Home reimbursement to support team collaboration home office work

Your recruiter will share more about the salary range and benefits package for your role during the hiring process.

About Included Health

Included Health is a new kind of healthcare company, delivering integrated virtual care and navigation. We’re on a mission to raise the standard of healthcare for everyone. We break down barriers to provide high-quality care for every person in every community — no matter where they are in their health journey or what type of care they need, from acute to chronic, behavioral to physical. We offer our members care guidance, advocacy, and access to personalized virtual and in-person care for everyday and urgent care, primary care, behavioral health, and specialty care. It’s all included. Learn more at includedhealth.com.

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Included Health is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Included Health considers all qualified applicants with arrest or conviction records in accordance with the San Francisco Fair Chance Ordinance, the Los Angeles County Fair Chance Ordinance, and California law.