Senior Financial Analyst

This is a fully remote position, open to applicants in California.

📋 Description

• Assist in the development of annual operating budgets, quarterly forecasts, and long-term planning processes alongside business and operational leaders.

• Generate monthly financial reporting packages that include variance analysis compared to budget, forecast, and previous year data.

• Create and sustain financial models for business cases and scenario analysis.

• Collaborate with the Accounting team during month-end closures and reconciliation of financial outcomes.

• Work with department heads to comprehend business needs, assess financial performance, and pinpoint opportunities for operational enhancements.

• Integrate industry-specific metrics into reports to emphasize trends and facilitate data-driven decision-making.

• Optimize, standardize, and automate financial reporting and forecasting procedures.

• Provide support for ad hoc analyses and presentations for executive leadership and the Board.

• Act as a reliable financial partner to operational and business leaders, offering insights for strategic planning and decision-making.

⛳️ Requirements

• A Bachelor’s degree or higher in finance, mathematics, actuarial science, statistics, or economics from an accredited institution.

• A minimum of 3 years of progressive experience in financial analysis, financial planning and analysis, or a similar finance role.

• Experience in the healthcare sector, preferably within a health plan, managed care organization, or medical group.

• Familiarity with cost allocations, cost accounting, expense distribution methodologies, or departmental cost analysis.

• Proven understanding of financial statements, budgeting, forecasting, and financial modeling.

• Experience in analyzing financial performance, investigating variances, and conveying results to business leaders.

• Demonstrated proficiency in using databases, as well as Word, Access, and PowerPoint.

• Expertise in Microsoft Excel.

• Basic understanding of databases and various data architectures.

• Preferred: 5+ years of progressive experience in financial analysis, financial planning and analysis, or a related finance role.

• Preferred: Experience with business intelligence tools such as Workday Adaptive Planning.

• Preferred: Experience in supporting executive-level financial reporting and presentations.

• Candidates from outside must successfully pass a background check/drug screening.

🏝️ Benefits

• Comprehensive medical, vision, and dental coverage.

• 401k savings plan with company matching.

• Flexible time off policy.

• 9 Paid Holidays.

• Competitive compensation package.

• Extensive benefits program.