Sage Health

Financial Analyst

Sage Health

full-time

Posted on:

Location Type: Remote

Location: United States

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Tech Stack

ERP

About the role

  • 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.

Requirements

  • 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.
Benefits
  • Medical, Dental and Vision benefits with generous employer provided contributions to offset per paycheck premium costs.
  • 3 different medical plan options to provide flexibility to meet personal needs including: 2 PPO options and a CDHP plan that includes a $500/year HSA employer match
  • Healthcare & Dependent Care Flexible Savings Accounts (FSAs)
  • Access to Employee Assistance Program (EAP) for support and work-life benefits for you and your immediate family.
  • Employer-paid Life Insurance, Short-term and Long-term Disability benefits.
  • Optional voluntary life insurance is also available.
  • A 401k retirement plan offered through Transamerica for long-term financial savings & planning.
  • Flexible time off including: generous PTO, 7 paid company holidays and 2 floating holidays.
  • Opportunities for career growth and advancement within the company.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingfinancial analysisvariance analysisbudgetingforecastingprocess improvementjournal entriesreconciliationsadvanced Excelad-hoc analysis
Soft Skills
analytical skillscollaborationteam playercommunicationcuriosity
Certifications
Bachelor's degreeCPAMBA