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Evolent Health Associate Director, FP&A in Helana, Montana

Your Future Evolves Here

Evolent Health has a bold mission to change the health of the nation by changing the way health care is delivered. Evolenteers make a difference wherever they are, whether it is at a medical center, in the office, or while working from home across 48 states. We empower you to work from where you work best, which makes juggling careers, families, and social lives so much easier. Through our recognition programs, we also highlight employees who live our values, give back to our communities each year, and are champions for bringing their whole selves to work each day. If you’re looking for a place where your work can be personally and professionally rewarding, don’t just join a company with a mission. Join a mission with a company behind it.

Why We’re Worth the Application:

  • We continue to grow year over year.

  • Recognized as a leader in driving important diversity, equity, and inclusion (DE&I) efforts ( .

  • Achieved a 100% score two years in a row on the Human Rights Campaign's Corporate Equality Index ( recognizing us as a best place to work for LGBTQ+ equality.

  • Named to’s list of the best companies for women to advance for 3 years in a row ( (2020, 2021 and 2022).

  • Continue to prioritize the employee experience and achieved a 90% overall engagement score on our employee survey in May 2022.

  • Publish an annual DE&I report ( to share our progress on how we’re building an equitable workplace.

What You’ll Be Doing:

Evolent is looking for an Associate Director to join its Financial Planning & Analysis (FP&A) team. This individual will be responsible for all FP&A activities within their business area, and the FP&A team structure allows for future opportunities to support other Evolent business lines and operations over time. Evolent’s FP&A team supports all company stakeholders, including department leaders and the executive leadership team. The FP&A team’s mission is to drive data-driven financial and operational analyses that inform strategic decision-making, business planning, and areas of future investment. The FP&A team works cross-functionally with all departments across the organization, including Operations, Accounting, Implementation, and Sales.

The primary responsibilities of the Associate Director include being accountable for the following FP&A activities for their business area:

Serve as the Business Area’s FP&A Point of Contact –

  • Produce monthly financial packages / reports with business intelligence / KPIs with commentary on key business drivers

  • Report out to the business area’s leaders on recent financial performance and trends during monthly meetings and in any other forums

  • Act as subject matter expert for business area and support ad hoc analysis and data requests including highlighting unexpected variances / trends and engaging business leaders to jointly investigate these items

  • Coordinate with business leaders in the forecasting and budgeting process, quarterbacking the process, highlighting areas of opportunity, and soliciting the department’s input on key business driver assumptions

  • Supporting department leaders in all areas within FP&A and also ancillary Finance functions (e.g., reporting, coordinating with Accounting / Payroll, job requisitions / open role planning, department P&L forecasting)

  • Customize the standard companywide FP&A tools to support the unique needs of the business area

  • Provide both business updates and process recommendations to the Finance team informed by challenges and opportunities within that business area

  • Liaise with other teams under the Finance umbrella (e.g., Actuarial, Accounting) to maintain accurate forecasting

Accountability for Core FP&A Activities –

  • Build and maintain forecast models with consistency, accuracy, and scalability

  • Continuously seek to improve our financial models as the business evolves and the customer base and product offerings expand

  • Provide nuanced analysis to help explain monthly variances and impacts to future forecasts

  • Publish an annual budget and a monthly forecast with bridges vs. prior forecasts

  • Create, automate, and maintain financial reporting tools

  • Partner with the Accounting team to investigate variances vs. forecast

  • Partner with the Financial Information Systems team to drive Adaptive Insights functionality improvement, including automating reporting and developing process automation initiatives

  • Manage Workday / Adaptive financial data in partnership with Talent, Workday, and Finance (e.g., project codes, capitalization codes, cost centers)

The Experience We Prefer:

  • Bachelor’s degree in Business, Finance, Accounting, or a related quantitative field, or equivalent experience

  • 3-4 years of FP&A experience or other relevant Finance role with substantial financial modeling experience and ideally coming from an institution with a training / rotational / development program

  • Experience with Workday and Adaptive Insights

  • Extensive experience using Microsoft Excel

  • Ability to work independently and manage time across multiple work streams and stakeholders

  • Extraordinarily detail oriented and focus on accuracy

  • Exceptionally strong analytical abilities, with a track record of identifying insights from financial information and translating into business analytics and recommendations

  • Candidate who thrives with growth-driven changes

  • Experience in or exposure to the healthcare space, pricing, and / or operational analytics

  • Ability to work Eastern time zone business hours

Technical Requirements:

We require that all employees have the following technical capability at their home: High speed internet over 10 Mbps and, specifically for all call center employees, the ability to plug in directly to the home internet router. These at-home technical requirements are subject to change with any scheduled re-opening of our office locations.

Evolent Health is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.

Compensation Range: The minimum salary for this position is $90,000, plus benefits. Salaries are determined by the skill set required for the position and commensurate with experience and may vary above and below the stated amounts.

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For more insights about Evolent Health, click on Life At Evolent ( to learn more!