Sr. Financial Analyst

Company: Take Command

Position: Sr. Financial Analyst

Salary: $70,000-$90,000 plus 5% bonus

Location: Dallas, TX
 

Job Summary
Take Command Health is looking for a Sr. Financial Analyst to join the FP&A team responsible for financial planning, reporting, forecasting, and budgeting. This role is a high-visibility and integral part of the Finance team, directly helping to achieve the company’s strategic objectives.
Responsibilities:

• Delivering monthly KPI and financial package
• Provide accurate, timely, and insightful analysis as an integrated part of financial forecasting and planning
• Maintain and improve forecast models to reflect latest business trends
• Generate presentation of forecast summaries for quarterly business reviews
• Assist with monthly board presentations
• Act as liaison between Business Intelligence group and Finance to improve accuracy of reporting
• Perform variance analysis, scenario simulation, and ad hoc analysis as requested from various organizations
• Contribute to quarterly re-forecasting effort
• Continue to expand knowledge and technical skills to be able to independently modify and improve forecast model capabilities

Key Skills:

• Demonstrated strength in analytical skills and problem-solving capabilities
• Strong technical background with large quantity of data analytics
• Attention to details and ability to ensure data accuracy and integrity
• Demonstrated commitment to deliver; ensure high quality results in fast-paced environment
• Intellectual curiosity with a drive for continuous improvement; willingness to learn and apply new tools or techniques to perform job functions
• Proven collaboration and ability to work closely with cross functional teams
• Excellent communication skills with the ability to listen and deliver crisp and concise insights

Experience & Qualifications:

• Bachelor’s degree in Business, Finance, Accounting, or related field
• 2+ years of related experience
• Experience building complex financial models and related analyses
• Strong background with advanced computer skills including MS Excel and PowerPoint. Prior experience in a high tech/software organization is a plus

Working at Take Command

We’re excited to build a team and culture that reflects our values! We offer competitive pay and health benefits to share with this position. 

• A generously funded ICHRA for medical, dental, and vision premiums and medical expenses. You get to use our own product and we think that’s so exciting and rare!
• Unlimited personal vacation in addition to regular company holidays.
• 401(k): 90-day eligibility for 2% match that vests immediately!
• Access to LinkedIn Learning.
• We have two beautiful offices conveniently located near The Hill (Dallas) and Holly Commons (Austin). The kitchen is well stocked and we've designed the space to have lots of different areas to work--lounge on the couch, stand near your colleague at a kiosk desk or hole up in one of our phone rooms!
• Paid parental leave for new parents.
• Flexible on where you work – we hope to see you around the office on average 3 days a week especially when white boarding or building relationships with your colleagues, but you also have the ability to work from home or wherever you'd like when you need to get focus work done.

About Take Command

Take Command is a start-up on a mission to improve the healthcare system, starting with health insurance. Pragmatically speaking, we help employers reimburse employees for individual insurance instead of offering a traditional one-size-fits-all group plan. We believe this model can empower employees (when they have the right support) to be savvy healthcare consumers and have a transformative impact on the entire healthcare system.

Let’s be honest—health insurance is usually a confusing, frustrating, and even emotional experience for people. We want to fix that with a new model, great technology, and a superior user experience. We have made a great start, but we need your help to fully realize our long-term vision.

More About Us

We secured our Series A funding in 2021 and are thrilled to be able to expand our team. Despite being a small startup in a land of health insurance giants, we’re the recognized industry leader for what we do (health insurance reimbursements) and passionate about bringing it to market because we know we can help fix a broken system and improve our clients’ wellbeing and health outcomes.

We’ve been featured in The New York Times, The Wall Street Journal, The Dallas Morning News, and other national healthcare publications and are excited about our growth opportunities.

Take Command knows diversity and inclusion among our teammates is integral to our company’s success and growth. Our vision is to recruit, develop, and retain the best team from a diverse candidate pool.

This has mostly been about us, but we’d love to hear from you--we can’t wait to hear your story! 

Take Command is an equal opportunity employer! We celebrate diversity and are committed to creating an inclusive environment for all employees.