Sr. Financial Analyst

We’re unique. You should be, too.

We’re changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy?

We’re different than most primary care providers. We’re rapidly expanding and we need great people to join our team.

The Senior Finance Analyst is responsible for providing analytical support for the organization and executing some aspects of the Company’s financial planning function and cost management. He/she is also responsible for making financial forecasts, preparing and reviewing financial reports and providing leadership and coaching to Financial Analysts.
In alignment with our Finance vision, this position will support the transformation of care for the neediest populations by being committed to business focused self-development, through the generation and use of information to support business leadership in driving great decisions, optimizing performance and ensuring accountability through transparency, actionable insights and education.

ESSENTIAL JOB DUTIES/RESPONSIBILITIES:

• Forecasting, reporting, and variance analysis across enterprise business units. 

• Participates and assists in the execution of fiscal year financial plan including data capture & updates, and financial modeling. 

• Manages and updates financial planning models. 

• Oversees Medical, Clinical, and Operation cost. Highlight risk and opportunities to plan.  

• Supports the market finance directors in drafting action plans when needed. 

• Oversees Selling, General and Administrative Expenses (SG & A), management of reporting and analysis. 

• Reconciles actual headcount vs plan, assist in the approval process of open reqs and new hires.  

• Assists and drive Revenue and SG&A efficiency initiative. 

• Develops and enhance Revenue and SG&A management reporting. 

• Identifies and participates in revenue upside opportunities, cost cutting initiatives and process efficiencies. 

• Assists in developing business level cost metrics to enable business leaders to make informed decisions around FTE management. 

• Participates and oversee month end closing process.  

• Maintains master files of the company annual plan, and assist in enhancement of management reporting. 

• Supports market finance directors by providing monthly/ quarterly reports and running ad-hoc reports as needed.  

• Supervises and coach financial analysts on a regular basis. Ensure analyst have the proper training and knowledge to succeed in their duties 

• Assists in Capital project cost development and ongoing cost tracking. 

• Assists in identifying, measuring and tracking capital investment benefits. 

• Performs other duties as assigned and modified at manager’s discretion. 

KNOWLEDGE, SKILL AND ABILITIES:

• Ability to effectively support/train and perform transactional based finance and accounting transactions. 

• Strong leadership and problem-solving skills. 

• Solid understanding of financial statement analysis, statistical analysis, corporate finance and financial modeling, required. 

• Ability to use good judgment, understand complex business situations, work with ambiguity, be a creative thinker, execute strong communication skills, be a self-starter, and have attention to detail. 

• Ability to use discretion under a variety of circumstances and when using confidential information. 

• Strong financial modeling and presentation skills. 

• Ability to work on multiple projects simultaneously and meet tie deadlines (nights and weekends may be required) 

• Proficient in Microsoft Office Suite products including Word, Excel, PowerPoint, Outlook, and database software  

• Ability and willingness to travel locally, regionally, and nationwide up to 20% of the time 

• Spoken and written fluency in English 

• This job requires use and exercise of independent judgment 

EDUCATION AND EXPERIENCE CRITERIA:

• Bachelor’s degree; experience may substitute for education on a year-for-year basis above the minimum experience required 

• Bachelor’s degree in Finance, Accounting and/or MBA preferred 

• Minimum of four (4) years of related experience  

• Experience in cost accounting and capital investments 

• Experience in budgeting and financial modeling 

• Experience coaching other analysts 

• Experience working with non- finance stakeholders (i.e. MDs, Ops people, Sales & Marketing)