Financial Analyst

About the role

We’re seeking a Financial Analyst to support both FP&A and accounting operations. This cross-functional role will work closely with the CFO, accounting team, and operational leaders to ensure accurate financial reporting, forecast performance, and drive data-backed decision-making across the business. The ideal candidate will bring experience in managed care, value-based care models, or health plans, and will understand the financial and operational drivers behind membership growth, medical cost management, and payor relationships. Experience with Big 4 firms or comparable environments is a plus.

Key Responsibilities:

Financial Planning & Analysis (FP&A):

Financial Modeling
Maintain and update financial models to support breakeven analysis, funding discussions, operating plans, and long-range financial forecasts.

Financial Analysis
Assist in analyzing revenue, medical costs, and profitability. Prepare variance analysis across actuals, budget and forecast. Support financial dashboarding consolidation and related metrics.

Payor Reporting & Relationships
Compile and analyze performance data from Payor partners to track compliance with contractual terms. Partner with internal stakeholders to support forecasting of medical costs, STARs performance, and quality metrics.

Budgeting and Forecasting
Assist in the development of annual budgets and rolling forecasts. Collaborate with department leads to gather inputs and provide analytical support on financial trends and cost drivers.

Process Improvement
Participate in efforts to streamline financial processes and improve reporting accuracy. Provide input on system enhancements and workflow improvements.

Accounting:

• Support month-end close processes including journal entries, and reconciliations.
• Assist in preparing internal and external financial reports with a focus on accuracy and compliance.
• Contribute to process improvements and implementation of financial systems/tools.

Cross-Functional Collaboration:

·       Must be a strong team player—curious, analytical, and collaborative in working with internal teams and external partners.

• Work closely with clinical, operations, and data teams to understand the financial impact of care delivery and cost management.
• Support ad hoc analysis and reporting needs for leadership, investors, and external partners.

Qualifications:

• Bachelor's degree in finance, Accounting, Economics, or related field (CPA or MBA a plus).
• Minimum of 5 years of experience in financial analysis and FP&A in the healthcare sector, preferably in hospitals, medical groups, value-based care, or managed care.
• Strong analytical skills with advanced Excel formulas to develop financial models.
• Proficient in maneuvering multiple data sources in Excel for month-end and ad-hoc analyses.
• Experience with ERP/accounting software (e.g., NetSuite, QuickBooks) and FP&A tools prefer.
• Excellent communication and collaboration skills.