Senior Analyst, FP&A

Who we are...

Pearl Health is restoring the independence and joy of practicing medicine for doctors in the United States. Our healthcare system has burdened our doctors with too much process, while removing them from what they do best: caring for those we love most. We launched Pearl Health because we believe primary care providers, armed with the proper tools and resources, can have an outsized impact in achieving high-quality, affordable healthcare. We foresee a shift to an increasingly value-based future where physicians and provider groups will participate in the value they create for the healthcare system and will increasingly require proper tooling, information systems, capital support, and technology to succeed in these models.

We are a team of physicians (Groups), practice-enablement experts (VillageMD, Steward, Stellar), technologists (athenahealth, TrialSpark, Flatiron Health) and health plan leaders (Oscar, Clover, Centivo) who believe that primary care providers (PCPs) are the key to America’s future health.  Today, we support over 100 providers in value-based Medicare models and are on track to substantially increase the Medicare population we will be responsible for managing with our physician partners for 2023 (+$700M of Medicare benchmark risk). Our investors include Andreessen Horowitz and AlleyCorp.

What we hope you can do...

We are seeking a Senior Analyst, Finance Planning & Analysis who will support and create data visualization initiatives, enhance reports, provide analysis and insights, own financial models and forecasts, as well as evaluate results for the company and Physician Partnerships. Reporting to the EVP Finance & Strategy, this person will drive digitalization of finance reporting by developing and implementing report dashboards that enhance the way the Finance group meets the needs of the business. An internal client service model attitude and orientation are a must, as the function regularly partners with other teams towards enabling and achieving their goals. 

What a Senior Analyst, FP&A means to us...

• Transform existing Excel/Google Sheets reporting by integrating modern, scalable data consolidation and visualization technologies such as SQL, DBT, and ModeBI, as well as maintain the lifecycle management of rolled out dashboards. 
• Generate descriptive, predictive and prescriptive insights, evaluate results and maintain modeling that meet the needs of the Finance group to support decision making and management of business performance.
• Collaborate cross-functionally to identify and develop new/improved metrics, reports and workflows that support the business to make better decisions, measure and control risk, as well as more effectively manage its performance.
• Responsible for providing accurate, comprehensive, and timely information regarding E2E month-end results (OPEX, FTEs, etc.).
• Ensure data integrity, governance processes and metrics lineage, and manage all finance master data and associated security requests for the organization.
• Develop and continuously improve knowledge of reporting and visualization tools.
• Participate in evaluation of potential future tools for insight generation, advanced analytics technologies, and conversational analytics to be added to the automation roadmap.
• Learn from colleagues and maintain consistency of practice while delivering to stakeholder requirements.
• Support global projects such as those generated from Finance Innovation and champion ongoing process improvements that drive operating efficiencies in Operations.
• Provide backup and support to the team to help manage planning requirements.
• Integrate knowledge of the firm, its real business and strategic options into maintained models, while contributing to discussions about potential initiatives and opportunities.

Who you are...

• Bachelor's Degree in Accounting, Data Analytics, Economics, Finance, Mathematics, or related disciplines; MBA, MSc or other advanced degree is an asset. 
• Professional certification (CPA/CMA/CFA) is desirable but not required.
• 5+ years experience in finance, investment banking, securities/market analysis and/or similar roles involving substantial modeling and report building, including healthcare financial reporting and analysis. 
• Experience in BI and AI tools, cost accounting, capital investment, and healthcare/value-based care industry desirable, self-managed ability to learn crucial
• Experience with data consolidation and visualization tools such as SQL, DBT, and ModeBI is a plus, willingness to learn new technologies and 
• Excellent and proactive communication, interpersonal and presentation skills
• Ability to work quickly and change priorities gracefully
• Exceptional attention to detail tied to big picture thinking is a key success factor
• A passion for improving and optimizing resources and relationships
• Excited about helping physicians by contributing to building a world class business in a competitive space, full of interesting potential and options to be evaluated
• Ready for a dynamic role and keen to progress your career through increased functional and leadership responsibility, earned in-line with your accomplishments and the firm’s growth

Our Values

We are an Equal Opportunity Employer and our employees are people with different strengths, experiences and backgrounds, who share a passion for improving people's lives. Our definition of diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion and many other parts of one’s identity. We believe all of our colleagues’ points of view are integral to our success, and that inclusion is everyone's responsibility and a driver of beautiful and meaningful outcomes.

We welcome candidates from all backgrounds and are committed to a fair hiring process free from discrimination and focused around problem solving, improvement, and mutual empowerment.

Remote Work

We are a remote-first company, with concentrations of team members at our NYC headquarters and in the Boston area.

The base pay range for this position is between $130,000-$150,000 per year. Base pay is one component of Pearl's total compensation package, which also includes a bonus plan, possible equity options, access to healthcare benefits, a 401(k) plan and company match, and much more. Please visit our benefits page for more information: https://pearlhealth.com/our-benefits/

*If a resume is submitted to any Pearl Health employee by a third party without a valid written and signed search agreement, it will become the property of Pearl Health and no fee will be paid, irrespective of whether the candidate is hired.

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