Alignment Healthcare Logo

Alignment Healthcare

Capital Planning & Investment Analyst (Business Strategy & Financial Modeling) (Remote)

Posted 3 Days Ago
In-Office or Remote
Hiring Remotely in The Center, IN
99K-148K Annually
Mid level
In-Office or Remote
Hiring Remotely in The Center, IN
99K-148K Annually
Mid level
Supports executive leadership with capital planning, strategic investment analysis, business case development, financial modeling, forecasting, ROI and NPV analysis, portfolio prioritization, and performance measurement. Partners cross-functionally to evaluate strategic initiatives, quantify financial and operational benefits, assess risks, and prepare executive recommendations. Creates dashboards and reports, conducts market and regulatory analysis, and translates complex business requirements into actionable investment proposals.
The summary above was generated by AI

Alignment Health is breaking the mold in conventional health care, committed to serving seniors and those who need it most: the chronically ill and frail. It takes an entire team of passionate and caring people, united in our mission to put the senior first. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment Health community. Working at Alignment Health provides an opportunity to do work that really matters, not only changing lives but saving them. Together.

The Remote Business Analyst, Capital Planning supports executive leadership in the development, evaluation, and execution of strategic initiatives and capital investment opportunities across the Medicare Advantage organization. This role is responsible for partnering with business leaders to develop data-driven business cases, perform financial and operational analyses, quantify benefits, assess risks, and support capital planning processes.
The analyst serves as a key contributor in translating strategic priorities into actionable investment proposals, enabling informed decision-making through rigorous analysis, forecasting, and performance measurement. This role works cross-functionally with Operations, Clinical Services, Finance, Technology, Compliance, Network Management, and Growth teams to evaluate opportunities that improve member outcomes, operational performance, regulatory compliance, and organizational growth.

Business Case Development 

  • Lead the development of business cases for strategic initiatives, technology investments, operational improvements, and capital requests. 

  • Collaborate with stakeholders to define business problems, opportunities, objectives, assumptions, and success criteria. 

  • Quantify financial and non-financial benefits, including revenue growth, cost savings, productivity gains, quality improvements, risk mitigation, and member experience enhancements. 

  • Develop return on investment (ROI), net present value (NPV), payback period, and total cost of ownership (TCO) analyses. 

  • Prepare executive-level presentations and recommendations for leadership review and approval. 

Capital Planning & Portfolio Support 

  • Support annual and multi-year capital planning processes. 

  • Evaluate and prioritize capital requests against strategic objectives, organizational value, and resource constraints. 

  • Maintain capital project documentation, business case repositories, and investment tracking tools. 

  • Monitor approved investments against forecasted benefits and business outcomes. 

  • Assist leadership in developing investment roadmaps and prioritization frameworks. 

Strategic Analysis 

  • Analyze market trends, competitive dynamics, regulatory changes, and Medicare Advantage industry developments. 

  • Conduct research and benchmarking to identify opportunities for operational and strategic improvement. 

  • Support enterprise strategy initiatives through quantitative and qualitative analysis. 

  • Translate complex business requirements into actionable recommendations. 

Data & Financial Analysis 

  • Gather, analyze, and interpret operational, clinical, financial, and member data. 

  • Build forecasting models to evaluate initiative impacts and investment scenarios. 

  • Create dashboards, reports, and performance metrics to measure business outcomes. 

  • Identify key business drivers, risks, dependencies, and implementation considerations. 

Stakeholder Engagement 

  • Partner with business leaders, project sponsors, and subject matter experts to gather requirements and validate assumptions. 

  • Facilitate workshops, meetings, and interviews to assess business needs and opportunities. 

  • Communicate findings effectively to both technical and non-technical audiences. 

  • Provide ongoing support throughout initiative lifecycle planning and implementation. 

  

Job Requirements: 

Experience: 

Required:  

  • 3-7 years of experience in business analysis, strategic planning, management consulting, healthcare finance, or related analytical roles. 

  

Education: 

Required:  

  • Bachelor's degree in Business Administration, Healthcare Administration, Finance, Supply Chain, Information Systems, or related field. 

  

Specialized Skills: 

Required:  

  • Experience developing business cases, financial models, and executive presentations. 

  • Strong analytical and problem-solving skills with the ability to synthesize complex information. 

  • Advanced proficiency in Microsoft Excel and PowerPoint. 

  • Experience working with data visualization and reporting tools such as Power BI, Tableau, or similar platforms. 

  • Strong written and verbal communication skills. 

  • Experience working cross-functionally with multiple stakeholders and leadership teams.

Pay Range: $98,550.00 - $147,825.00

Pay range may be based on a number of factors including market location, education, responsibilities, experience, etc.

Alignment Health is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, gender identity, or sexual orientation.

*DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at https://reportfraud.ftc.gov/#/. If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health’s talent acquisition team, please email [email protected].

Similar Jobs

2 Hours Ago
Remote or Hybrid
2 Locations
288K-358K Annually
Mid level
288K-358K Annually
Mid level
Artificial Intelligence • Big Data • Software • Analytics • Business Intelligence • Big Data Analytics
Lead and build Hex’s western Enterprise Account Executive team. Recruit, hire, onboard, coach, and retain sellers while establishing performance rhythms, improving enterprise deal execution, and managing complex sales cycles. Partner with RevOps, SDR, Marketing, and Product on territory strategy, positioning, lead quality, and sales tooling. Build executive relationships and help shape go-to-market strategy for large organizations. Travel is required as needed for customer meetings, QBRs, and team development.
Top Skills: AIB2B SaasData Analytics
2 Hours Ago
Remote or Hybrid
United States
Entry level
Entry level
Fintech • Software
Supports a portfolio of clients through proactive communication, issue resolution, onboarding, adoption campaigns, renewals, training coordination, and self-service enablement. Maintains CRM records, monitors client engagement and utilization, identifies retention or growth risks, and collaborates with internal teams to deliver consistent service. The role follows established playbooks while supporting high-volume client portfolios and peak-season financial reporting and proxy services.
Top Skills: Crm PlatformsExcelMS OfficeMicrosoft WordSaaS
2 Hours Ago
Remote or Hybrid
United States
Entry level
Entry level
Fintech • Software
Supports a portfolio of clients through proactive communication, issue resolution, onboarding, adoption campaigns, renewal preparation, training coordination, and self-service enablement. Monitors client engagement and utilization to identify retention risks and growth opportunities, maintains accurate CRM records, and collaborates with internal teams to deliver consistent service. The role supports high-volume client portfolios and seasonal financial reporting and proxy deadlines.
Top Skills: Crm PlatformsExcelMS OfficeMicrosoft WordSaaS

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account