Sr. Financial Analyst

2 Locationssenior

Finance & AccountingFinancial Analyst

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Quick Summary

Overview

The Senior Financial Analyst (“SFA”) is a critical role in the Finance Team, directly supporting the optimization of financial success for the organization and within each line of business.

Requirements Summary

Bachelor’s degree in business or finance preferred, equivalent experience will also be considered 3+ years of experience in at least a Financial Analyst position, with significant experience in budgeting, financial analysis, data analysis, and…

Technical Tools

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The Senior Financial Analyst (“SFA”) is a critical role in the Finance Team, directly supporting the optimization of financial success for the organization and within each line of business. By living in the details, the SFA will dive deep into the underlying data to understand the inputs holistically so we can continue to improve forecasts, deliver actionable insights and results, and bring greater visibility with our leadership team and across functions. In this role you will report directly to the Manager of Financial Planning & Analysis and partner with department leads across the organization.

FLSA Status	Non-Exempt	Salary Range	$90,000 - $120,000
Reports To	Director, FP&A	Direct Reports	N/A
Location	Hybrid in LA Office (3 days in office)	Travel	Occasional
Work Type	Regular	Schedule	Full Time

Position Description:

Drive core financial processes including Month-end close, Annual Budget, and Monthly/Quarterly Financial Reviews
Provide insightful financial and operating results and metrics to optimize financial performance and support strategic decision-making
Maintain and update financial analytics surrounding Revenue, Gross Profit, and Expenses
Source and analyze data from company IT platforms (CRM Tool, Professional Services Automation Tool, Financial Tools) to drive decision-making on resourcing and key growth investments
Facilitate the management of budgeted resources by anticipating expenditures, accurately forecasting resource needs/costs and properly accounting for expenses to meet requirements and achieve fiscal responsibility
Develop complex business modeling and analysis to promote growth and cost efficiency across business and product lines. Manage and drive efficiencies in company’s cost base through analysis of key expense drivers
Work with data source providers and technology teams to ensure that key data is timely and accurate
In partnership with Manager of Finance, identify and lead initiatives to improve, automate, and scale forecasting and reporting tools, processes, or methodologies
Uphold consistent standards across all deliverables for ease of use, transferability, and sustainability
Provide personalized and quality service by communicating with internal customers to address financial and budget questions

Qualifications:

Bachelor’s degree in business or finance preferred, equivalent experience will also be considered
3+ years of experience in at least a Financial Analyst position, with significant experience in budgeting, financial analysis, data analysis, and modeling
Demonstrated financial planning, financial operations, analytical and problem-solving skills
Ability to synthesize large quantities of complex data into actionable information
Ability to prepare and present budgets and forecasts
Operationally adept, with the ability to connect revenues and expenses to operational data and activities
Prefer experience with Microsoft PowerBI, SQL, Tableau, DOMO, or other advanced reporting and analysis tools with expertise
Advanced Excel skills and strong Powerpoint skills
Strong attention to detail
Adaptable and flexible in a complex, changing environment
A highly analytical and naturally curious nature
Ability to manage multiple priorities and meet deadlines within a fast-paced environment
Ability to follow set standards in order to maintain consistency of deliverables
Ability to self-teach and work independently, even on less-defined projects
Highly adaptable team player, ability to pivot quickly depending on the needs of the business
Passionate, energetic, approachable with a positive, low-ego, can-do demeanor
Embrace of ambiguity and figuring out the solution.

Benefits:

As a firm passionate about health care, we’re deeply committed to the health and wellness of our own team members. We offer comprehensive, affordable insurance plans for our team and their families, and a host of other unique benefits, such as a yearly stipend for wellness-related activities and a paid parental leave program. You can learn more about our benefits offerings here: https://copehealthsolutions.com/careers/why-cope-health-solutions/.

About COPE Health Solutions
COPE Health Solutions is a national tech-enabled services firm powering success for health plans and for providers in risk arrangements. Our comprehensive NCQA certified population health management platform and highly experienced team brings deep expertise, experience, proven tools, and processes to improve financial performance and quality outcomes for all types of payers and providers. CHS de-risks the roadmap to advanced value-based payment and improves quality and financial performance for providers, health plans and self-insured employers. For more information, visit CopeHealthSolutions.com.

To Apply:
To apply for this position or for more information about COPE Health Solutions, visit us at https://copehealthsolutions.com/careers/open-positions/.