Senior Associate, Financial Planning & Analysis
Habitat Health
full-time
Posted on:
Location Type: Remote
Location: Remote • California • 🇺🇸 United States
Visit company websiteSalary
💰 $110,000 - $135,000 per year
Job Level
Senior
About the role
- Budgeting and Forecasting:
- Support the annual budgeting and re-forecasting process in collaboration with functional and executive leadership.
- Analyze financial results to provide variance explanations and recommend corrective actions when necessary.
- Headcount Planning:
- Partner with leadership to plan and forecast headcount needs and organizational design, ensuring resource alignment with business growth.
- Monitor workforce costs and provide insights into labor efficiency and resource utilization.
- Financial Reporting and Analysis:
- Partner with accounting and functional leads to execute and continuously improve standardized monthly reporting processes.
- Develop and maintain dashboards and other reporting tools to track key performance indicators (KPIs).
- Assist in the preparation and submission of regulatory reporting packages.
- Strategic Financial Support:
- Prepare and submit detailed financial models, business cases, and investment analyses to inform decision-making.
- Surface insights into operational trends and identify opportunities for growth and cost optimization.
- Process Improvement:
- Drive process improvements and automation within FP&A to increase efficiency and data accuracy.
- Collaborate cross-functionally to ensure alignment and consistency in financial processes and reporting.
Requirements
- 2-4+ years of experience and at least 2+ years in an FP&A, corporate finance, or strategic finance role in a healthcare provider or health plan environment.
- Data-driven mindset with strong analytical skills to track performance metrics and drive improvements.
- A fundamental understanding of cash flow, its relationship to profitability and how it moves in and out of the business.
- Extensive knowledge of Excel; Experience with Enterprise Financial Planning systems (e.g., Netsuite, Sage Intacct).
- Comfort with ambiguity and change often experienced in a startup environment.
- Aligns with our purpose and our values, and is excited about living those out in daily practice.
Benefits
- health insurance
- retirement plans
- paid time off
- flexible work arrangements
- bonuses
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
budgetingforecastingfinancial analysisvariance analysisfinancial modelingKPI trackingprocess improvementdata analysiscash flow analysisinvestment analysis
Soft skills
analytical skillscollaborationcommunicationproblem-solvingadaptabilityorganizational skillsleadershipinsight generationresource alignmentefficiency improvement