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Full-Time

FP&a Analyst

Confirmed live in the last 24 hours

ParetoHealth

ParetoHealth

201-500 employees

Self-insured employee health benefits solutions

Consulting
Healthcare

Entry, Junior

Philadelphia, PA, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Tableau
Salesforce
Data Analysis
Requirements
  • Bachelor degree required, Business, Finance, or Accounting preferred
  • Strong analytical skills with attention to detail and accuracy
  • Ability to articulate and communicate data findings
  • Experience with Dashboarding and/or BI Tools (Tableau preferred)
  • Experience with Salesforce or similar CRM preferred
  • High proficiency in Microsoft Office (Excel, Word, Outlook, etc.)
  • Ability to prioritize and manage multiple responsibilities coming from multiple departments
Responsibilities
  • Develop & track progress against KPIs for key functions, including through dashboards and tooling to demonstrate progress against plan
  • Assist in the development of the annual budget and targets for partner organizations
  • Compile data to identify key trends and drivers and communicate the results to senior leadership
  • Assist in the creation of board presentations and ongoing monthly reporting to the Board of Directors
  • Support ad hoc project and information requests in a timely and efficient manner from other finance and/or business partners

ParetoHealth offers employee health benefits solutions for small and medium-sized businesses through a self-insured model, allowing companies to directly cover health claims instead of paying insurance premiums. Their main product is the "benefits captive" program, where multiple companies share the financial risks of health claims, helping to manage costs effectively. They use data-driven intelligence to monitor health plan usage and ensure employees receive appropriate care at competitive prices. The goal is to provide a comprehensive solution for health benefits while promoting diversity, equity, and inclusion in the workplace.

Company Stage

Seed

Total Funding

$522.1K

Headquarters

Philadelphia, Pennsylvania

Founded

2011

Growth & Insights
Headcount

6 month growth

6%

1 year growth

6%

2 year growth

6%
Simplify Jobs

Simplify's Take

What believers are saying

  • Significant investment from Warburg Pincus and Great Hill Partners positions ParetoHealth for accelerated growth and market expansion.
  • The appointment of experienced leaders like Christine Lui Chen and Maeve O'Meara indicates strong leadership and strategic direction.
  • Achieving a milestone of 2,000 employers in their captive program demonstrates robust market acceptance and scalability.

What critics are saying

  • The complexity of managing a self-insured model and benefits captive program may pose operational challenges and require continuous innovation.
  • Dependence on the success of their data-driven intelligence system to manage claims costs could be a vulnerability if the system fails or underperforms.

What makes ParetoHealth unique

  • ParetoHealth's self-insured model and benefits captive program offer SMEs a unique way to manage and mitigate health benefit costs, unlike traditional insurance models.
  • Their data-driven intelligence system proactively manages claims costs, ensuring high-quality care at the best possible price, setting them apart from competitors.
  • ParetoHealth's commitment to DEI fosters a diverse and inclusive workforce, driving innovation and excellence in their services.

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