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Job Summary
The Senior Financial Analyst (SFA) is responsible for all financial reporting and variance analysis for assigned markets including preparation of quarterly Board of Director materials. Reporting to the Director of Finance, the SFA will provide executive management support for Regional Presidents as well as manage budget/forecast related questions from internal and external stakeholders. The position will have full P&L ownership of the markets supported and will maintain existing reporting models and financial reports as well as develop additional reporting/modeling capabilities to enhance the level of analysis provided by the FP&A team to both management and operations.
Qualifications
Education Required:
- Bachelor’s degree in Finance or related field
Licenses/Certifications Required:
Work Experience Required:
- 2+ years of experience as a Financial Analyst or related occupation.
- 2+ years of experience engaging in financial reporting, financial data aggregation, M&A analysis, & preparation of financial variance analyses for multistate healthcare providers; & preparing financial reports in support of executive decision-making.
Preferred Qualifications, Education, Licenses, Certifications, Experience, etc.:
- Experience in a multi-site, multi-entity or joint venture environment
- Prior financial services experience (investment banking, management consulting, etc.)
- Chartered Financial Analyst (CFA)
Knowledge, Skills, and Abilities
- Advanced Microsoft Excel modeling and PowerPoint skills.
- Ability to manage multiple priorities in a dynamic, fast-paced environment.
- Advanced experience creating professional presentations for board meetings or executive reviews.
- Must be able to apply sound judgment beyond a specific set of instructions and apply knowledge to different factual situations.
- Must be able to apply principles of critical thinking to a variety of practical and emergent situations and accurately follow standardized procedures that may call for deviations.
- Ability to digest large amounts of data and synthesize it into high level, key talking points, be able to “tell the story;” ability to communicate complex financial concepts to non-financial stakeholders.
- Ability to think creatively, be proactive, highly driven, self-starter.
• Process driven, ability to understand and assess existing processes and recommend and implement changes to drive efficiencies. • Excellent written and verbal communication skills.
- This role involves interaction and collaboration with other departments and requires excellent judgment and interpersonal skills.
Essential Duties and Responsibilities
- Engage in financial reporting, data aggregation, and occasional merger & acquisition (M&A) analysis for joint venture partners.
- Prepare annual budget and quarterly forecasts for assigned joint venture partners.
- Prepare financial statement reporting & variance analysis across all assigned joint venture partners.
- Prepare financial reports and analyses to support executive decision making.
- Partner with finance leadership to understand nuanced concepts and tradeoffs within Company’s operating model.
- Drive efficiencies and standardization in existing financial reporting and processes.
- Assist with ad hoc financial analyses to support operations, promoting profitable and sustainable decision making.
GoHealth Core Values
GoHealth’s Core Values, listed below, are essential functions of this position:
- Collaboration: Takes ownership for collectively establishing productive partnerships and relationships and seek to gain joint understanding of priorities and objectives so that the greater good of the organization and those we serve is always at the forefront.
- Innovation: Consistently uses good judgment, applying creativity to overcome obstacles and increasing effectiveness and efficiency through process and other forms of innovation.
- Diversity & Inclusion: Fosters diversity and inclusion, to be able to better understand team members, our customers and partners. Engages the strengths and talents of each GoHealth team member, creating an environment of involvement, respect and connection where the richness of ideas, backgrounds and perspectives are harnessed.
- Courage & Integrity: Models and practices the highest ethical and professional standards; demonstrates pride and personal interest in our patients, partners and fellow team members, deeply engaging in the business. Makes decisions, with a focus on doing the right thing; treats team members, our customers, partners and vendors with dignity, consideration, open-mindedness and respect.
- Accountability: Always shows initiative, demonstrates a bias to action and gets things done. Actively accepts responsibility for diverse roles, obligations and actions that positively influence patient and customer outcomes, our partnerships and the healthcare needs of our communities.
Physical Requirements
- Office Environment: Tasks may be conducted within a climate-controlled office setting.
- Physical Activity: The role may require the ability to lift, carry, push, or pull materials, supplies, and equipment (up to 10 lbs.) Duties typically involve a combination of sitting, standing, and walking, with frequent changes in position.
- Travel: Travel may be required, including travel between Company locations and out-of-town destinations as needed.
- Safety Equipment: May require the use of safety equipment for infection prevention.
Note: This Job Description is not inclusive of all the duties of the position. You may be asked by Leaders to perform other duties. Leadership may revise this job description at any time.
Equal Employment Opportunity Statement
The Company and its affiliates, joint venture partners and entities under common management are Equal Opportunity Employers. They do not discriminate based on race, color, religion, national origin, age, sex, disability, veteran status, sexual orientation, gender identity, or any other protected status under federal, state, or local law.
ADA Accommodation Statement
Reasonable accommodations are available for qualified individuals with disabilities upon request. This role defines success by achieving essential function outcomes, not by the method of completion.
Compliance Statement
This job will be performed consistent with ADA, FMLA, FLSA, and other applicable federal, state, and local laws regulating employment.
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All qualified persons are granted an equal opportunity for employment without regard to race, color, religion, sex, sexual orientation and gender identity or expression, age, national origin, citizenship status, disability, genetic information, medical condition, family care leave status, pregnancy or pregnancy-related condition, otherwise qualified disabled or veteran status. The company will comply with all fair employment laws in each of the jurisdictions where we conduct business.
For applicants in California, please review our California Consumer Privacy Statement here. https://www.gohealthuc.com/privacy-policy
