Manager, Financial Forecasting & Systems

Based in Cleveland, this onsite role leads Medical Mutual of Ohio's financial forecasting program and administers the OneStream platform. The position coordinates annual operating plan development, long-range financial modeling, analytics, and cross-functional collaboration to align financial insights with strategic objectives.

Responsibilities

• Lead the development of the Annual Operating Plan and oversee interim forecasts across the fiscal year.
• Collaborate with Finance, Actuarial, Sales and other functions to establish key assumptions and estimates.
• Create and maintain near-term and long-range financial projections to support Medical Mutual's strategic planning process.
• Oversee the evaluation and measurement of corporate functions, including variance and trend analysis, monitoring KPIs such as MLR, and identifying opportunities for improvement and strategic initiatives.
• Support MMNext governance through monthly tracking and reporting.
• Drive enhancements to the OneStream platform under Finance direction, overseeing development and maintenance to support the AOP, short and long-range forecasting, data models, dashboards, and related processes.
• Lead OneStream Administrators and the broader financial strategy and forecasting staff.
• Partner with Corporate Reporting to develop comparative financial and operating reports and schedules for performance analysis.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in Accounting, Finance, Information Systems, or Business Administration.
• Eight years of progressive experience in financial planning and analysis or financial systems analysis, preferably within a health plan; at least three years in a leadership role.
• OneStream experience preferred.
• Oracle Financials experience preferred.
• Health insurance industry experience preferred.
• CPA preferred.
• Strong working knowledge of OneStream, DB2, SQL, SQL Server, Microsoft Visual Basic, SAS, and familiarity with mainframe-based accounting systems.
• Intermediate to advanced Microsoft Office skills, including Access.

Technologies

• OneStream
• DB2
• SQL
• SQL Server
• Microsoft Visual Basic
• SAS
• Microsoft Access
• Mainframe-based accounting systems

Benefits

• Laptop, monitors, keyboard, mouse and headset provided
• On-site fitness centers or gym membership reimbursement
• On-site cafeteria at the Brooklyn, OH headquarters
• Discounts at many places in town
• Cash rewards for shopping with Medical Mutual customers
• Business casual attire, including jeans
• Employee bonus program
• 401(k) with company match up to 4% and an additional company contribution
• Health Savings Account with a company matching contribution
• Excellent medical, dental, vision, life and disability insurance
• Employee Assistance Program with counseling, coaching, self-help resources and work/life benefits
• Company holidays and up to 16 PTO days during the first year of employment with options to carry over unused PTO time
• Parental leave after 120 days of service for eligible employees who become parents through maternity, paternity or adoption
• Career development programs and classes
• Mentoring and coaching to help you advance in your career
• Tuition reimbursement up to $5,250 per year
• Diverse, inclusive and welcoming culture with Business Resource Groups

A Great Place to Work

Medical Mutual provides the equipment you need for this role, including a laptop, monitors, keyboard, mouse and headset. Whether you work remotely or onsite, you have access to on-site fitness facilities or gym membership reimbursement when a Medical Mutual facility is not available. The Brooklyn, OH headquarters features an on-site cafeteria, and employees enjoy discounts at local establishments as well as cash rewards for shopping with customers. Business casual attire, including jeans, is accommodated.

Excellent Benefits and Compensation

Eligible employees participate in an employee bonus program and a 401(k) plan with company matching up to 4 percent plus an additional company contribution. The benefits package also includes a Health Savings Account with company matching, comprehensive medical, dental, vision, life and disability insurance, and an Employee Assistance Program with counseling and work/life resources. Company holidays and up to 16 PTO days are provided in the first year, with carryover options, along with parental leave after 120 days for eligible staff.

An Investment in You

Career development programs and classes support ongoing learning, along with mentoring and coaching to advance your professional trajectory. Tuition reimbursement up to $5,250 per year is available, and Medical Mutual fosters a diverse, inclusive culture with Business Resource Groups to help you grow.

About Medical Mutual

Medical Mutual operates as a mutual company owned by policyholders rather than stockholders, centering its products and services on customer and community needs. Serving more than 1.2 million Ohioans, the organization is among the state's longest-running health insurers, established in 1934. The company maintains a drug-free workplace and conducts pre-employment substance testing and nicotine screening.