Teams at Included Health

Supports operating-expense FP&A through annual planning, forecasting, monthly close, reporting, variance analysis, budgeting, and decision support. Partners with budget owners and cross-functional teams to maintain accurate forecasts, review spending against approved budgets, resolve accounting issues, and improve reporting automation and Anaplan processes. Provides financial insights, identifies risks and opportunities, and recommends actions to business leaders.

Leads accounting operations and a high-performing team, overseeing monthly close, financial reporting, technical accounting, equity, leases, assets, intercompany transactions, tax deliverables, audits, and M&A integrations. Serves as the Workday accounting expert, supports IPO readiness, partners with cross-functional stakeholders, develops accounting policies and memos, and drives process improvements through AI and systems optimization.

Supports Workday Financials and related finance applications through configuration, reporting, integrations, testing, production support, troubleshooting, documentation, and continuous improvement. Partners with Finance, Accounting, Procurement, FP&A, and technology teams to translate business needs into system solutions, improve workflows, validate data, and deliver finance systems projects.