Senior Financial Analyst

Teladoc Health is a global, whole person care company made up of a diverse community of people dedicated to transforming the healthcare experience. As an employee, you’re empowered to show up every day as your most authentic self and be a part of something bigger – thriving both personally and professionally. Together, let’s empower people everywhere to live their healthiest lives.

The Opportunity

The Senior Financial Analyst is a key member of the financial planning and analysis team. Core components of the role include board and executive presentation preparation, revenue forecasting, and data analysis to track and report on operational and financial metrics to drive business decisions. In addition, the role is a liaison between the FP&A team and other departments to facilitate cross-functional analysis to help provide operational and strategic level analysis for the leadership team and impact how we build our business to achieve outstanding results.
 

Responsibilities

• Assist with preparation of monthly executive financial summary presentations and quarterly board presentations
• Manage and enhance planning templates & reporting dashboards designed to forecast financial performance and measure KPI’s as part of monthly business review process.
• Responsible for financial/statistical modeling with ability to work with and organize large amounts of data from various sources under multiple scenarios.
• Responsible for standard monthly reporting and analysis.
• Assist in initiatives to centralize data for more streamlined reporting and analytics.
• Contribute to process improvement initiatives and identify requirements for enhancements to existing systems and workflow; automate processes as possible.
• Work directly with the Information Management team to ensure and maintain the accuracy and timeliness of financial and non-financial metrics for reporting of KPIs.
• Prepare monthly Revenue, visits and relevant expense related KPIs and reports to support business-wide performance reviews
• Query and manipulate data from various systems to reconcile discrepancies, identify root causes & trends, and summarize findings for leadership.
• Perform various ad hoc analyses on the business across stated strategic priorities and metrics

Required Experience

• 3 - 5 years of relevant work experience as a corporate financial analyst with investment banking, consulting, or big 4 required.
• Excellent analytical, decision-making, and modeling skills required.
• Experience using Microsoft Access & data warehouse exposure a plus.
• Ability to analyze and interpret data in order to present big picture results.
• Ability to interact with and present data to senior management team and business unit leaders.
• Ability to manage & prioritize multiple projects in order to meet deadlines.
• Strong interpersonal skills and professional demeanor.
• Ability to communicate well verbally and in writing.
• Ability to work in a fast-paced environment that promotes communication of team members.
• Bachelor’s degree required, preferably in finance, accounting, or business administration
• Highly organized and process-oriented; strong attention to detail with creative problem-solving skills
• Self-starter; knows how and when to escalate
• Demonstrated ability to coordinate information across multiple business units and build effective business relationships within an organization
• Fluent understanding of P&L dynamics and unit economics
• Ability to demonstrate poise and professionalism in front of senior leaders
• Understand the value of producing clean work product, even for internal purposes
• Strong team player skills, with the ability to work harmoniously in a diverse workforce
• Expert in Microsoft Excel (pivot tables, Vlookups, macros); preferably with a keen interest in automating reports and data pulls
• Working knowledge of Tableau, SQL, Oracle, and Anaplan/Host a plus

The base salary range for this position is $80,000 - $130,000. In addition to a base salary, this position is eligible for a performance bonus and benefits (subject to eligibility requirements) listed here: Teladoc Health Benefits 2024. Total compensation is based on several factors including, but not limited to, type of position, location, education level, work experience, and certifications. This information is applicable for all full-time positions.