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

Summary

Alignment Health is committed to transforming healthcare for seniors and people who need it most, including those who are chronically ill and frail. The Capital Planning & Investment Analyst supports executive leadership by developing business cases, conducting financial and operational analyses, and evaluating strategic initiatives and capital investments. The role partners cross-functionally to support capital planning, forecasting, performance measurement, and informed investment decisions.

Responsibilities

• 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
• 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
• 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
• 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
• 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

Skills

• 3-7 years of experience in business analysis, strategic planning, management consulting, healthcare finance, or related analytical roles
• Bachelor's degree in Business Administration, Healthcare Administration, Finance, Supply Chain, Information Systems, or related field
• 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

Qualifications

Must Haves

• 3-7 years of experience in business analysis, strategic planning, management consulting, healthcare finance, or related analytical roles
• Bachelor's degree in Business Administration, Healthcare Administration, Finance, Supply Chain, Information Systems, or related field
• 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

Benefits

• Fully Remote