Zócalo Health

Financial Planning and Analysis

• Manage and continuously improve the month end close and forecasting process
• Maintain and evolve the Company’s operating model across revenue, expenses, headcount, and cash
• Develop scenario models to support planning, investment decisions and board discussions
• Provide leadership with clear insights into Company performance and key drivers
• Lead financial budget vs. actual performance reviews with executive team members
• Translate financial results into actionable insights for the executive leadership team
• Develop executive-ready reporting analysis that track the Company’s most important KPIs
• Support leadership in evaluating the Company’s most important strategic decisions
• Partner with the executive team to evaluate new products, partnerships, and growth initiatives.

Senior Associate, Strategic Finance

Account Manager

• Own Zócalo’s payer portfolio across California and emerging markets (NY, MD, WA)
• Serve as executive sponsor for high-priority, multi-line-of-business partnerships
• Ensure consistent, high-quality account management across markets
• Build, lead, and develop the Account Management team
• Define account segmentation, ownership models, and operating cadence
• Establish scalable systems and a repeatable account management playbook
• Serve as senior relationship owner across Medicaid and D-SNP payer partners
• Build trusted relationships with plan executives across operations, quality, care management, and finance
• Lead account strategy, including QBRs, performance reviews, and long-term growth planning
• Own retention and renewal strategy across the payer portfolio
• Identify and drive expansion across geographies, populations, services, and products (including Medicare/D-SNP)
• Partner with contracting and growth teams to support new market and product expansion
• Ensure performance against contract requirements, KPIs, and quality measures across lines of business
• Translate data into clear, executive-level insights and action plans
• Proactively identify risks and lead cross-functional interventions

Director, Account Management – California, Multi-State

Business Development Rep

• Support the execution and management of partnerships with healthcare entities, community organizations, and industry stakeholders
• Represent Zócalo at regional meetings, conferences, and community events
• Assist in identifying and tracking opportunities for partnership growth and service expansion
• Monitor healthcare trends, Medicaid updates, and policy changes to inform team strategy
• Support Customer Relationship Management (CRM) implementation, optimization, and ongoing execution to drive efficient pipeline and partnership management
• Support the review and coordination of payer contracts to ensure alignment with internal processes and compliance requirements
• Partner with internal teams to facilitate contracting workflows and provider onboarding
• Maintain documentation related to provider credentials, certifications, and contracts
• Track timelines, deliverables, and key milestones across network development initiatives
• Coordinate across clinical, operations, and growth teams to support implementation efforts
• Manage multiple workstreams simultaneously, ensuring accountability and follow-through
• Support internal initiatives requiring structured execution and stakeholder alignment
• Support coordination of partnerships with health plans, providers, and community organizations
• Track deliverables, timelines, and follow-ups across multiple stakeholders
• Assist in preparing materials for partner meetings, presentations, and outreach
• Support event coordination and external engagement efforts
• Conduct research on Medicaid, health plans, and community partners
• Synthesize findings into actionable insights for growth strategy
• Support development of decks, proposals, and internal strategy materials.

Senior Associate, Strategic Finance

Director, Account Management – California, Multi-State

Business Development Manager