Financial Planning and Analysis Analyst

Overview

Our mission is Better Health. Our passion is helping others.

What’s Your Why?

• Are you looking for a career opportunity that will help you grow personally and professionally?
• Do you have a passion for helping others achieve Better Health?
• Are you ready to join a growing team that shares your mission?

Why Join Our Team: At Better Health Group, it’s our commitment, our passion, and our culture that sets us apart. Our Team Members make a difference each and every day! They support our providers and payors, ensuring they have the necessary tools and resources to always deliver best-in-class healthcare experiences for our patients. We don’t just talk the talk - we believe in it and live by it. Be part of a team that shares your passion and drive, and start living your purpose at Better Health Group.

Responsibilities

Position Objective:

The FP&A Analyst will play a crucial role in supporting the financial planning and analysis functions of the organization. This position involves data analysis, financial modeling, and reporting to assist senior management in achieving the company’s financial objectives. 

Responsibilities:

• Assist in the preparation and analysis of monthly, quarterly, and annual financial performance reports, including variance analysis to support business decision-making
• Contribute to the development and maintenance of financial models that project growth, expenses, cash flows, and capital utilization, ensuring accuracy and relevance
• Aid in the annual financial planning and quarterly forecasting processes, providing insights and data to enhance accuracy
• Prepare financial performance packages that summarize key metrics and trends for review by management and stakeholders
• Conduct thorough analyses of actuals versus forecasts, identifying key drivers of variance and supporting recommendations for improvement
• Assist in monitoring and maintaining expense policies and controls, ensuring compliance with organizational guidelines
• Support the evaluation of new investment requests by gathering data and performing ROI analyses as needed
• Additional duties as assigned

Position Requirements/ Skills:

• Bachelor’s Degree in Healthcare Administration, Accounting, Finance, Business Administration, Economics or a related field preferred
• 1+ years of experience in financial analysis, preferably within a public company or Private Equity-backed organization
• Proficient with Google Suite (Drive, Gmail, Docs, Sheets, Slides) and Microsoft Office (Word, Excel, PowerPoint) for real-time collaboration
• NetSuite, Hyperion Planning, or similar applications is a plus
• Proficiency in financial modeling and advanced Excel skills; familiarity with BI/reporting tools is beneficial
• Strong quantitative and analytical abilities, with a focus on delivering actionable insights
• Effective verbal and written communication skills, with the ability to present data clearly and concisely
• Excellent organizational, time-management, and multi-tasking skills with strong attention to detail and the ability to manage multiple tasks and priorities 
• Ability to work in a fast-paced, environment
• Ability to work cross-functionally with multiple teams; ability to work independently with minimal supervision
• Excellent written and verbal communication skills; must be comfortable communicating with stakeholders
• Strong interpersonal and presentation skills
• Strong critical thinking and problem-solving skills
• Must be results-oriented with a focus on quality execution and delivery
• Appreciation of cultural diversity and sensitivity toward target patient populations
• Demonstrated ability to handle data with confidentiality

Physical Requirements:

• Physical ability to sit, stand, and move freely about the office
• Must be able to remain in a stationary position up to or exceeding 50% 
• Ability to stand, walk, and sit for long periods of time; ability to climb stairs
• Ability to bend, stoop, kneel, squat, twist, reach, and pull
• Constantly operates a computer and other office productivity machinery, such as copy machine, and computer printer
• Ability to sit for extended periods of time

Key Attributes/ Skills:

• Has a contagious and positive work ethic, inspires others, and models the behaviors of core values and guiding principles
• An effective team player who contributes valuable ideas and feedback and can be counted on to meet commitments
• Is able to work within the Better Health environment by facing tasks and challenges with energy and passion
• Pursues activities with focus and drive, defines work in terms of success, and can be counted on to complete goals

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.