Senior Associate, Financial Planning & Analysis

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49 minutes ago

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $110k - $135k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Habitat Health

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Healthcare Insurance • Wellness • Social Impact

Habitat Health is a healthcare organization focused on empowering older adults to live independently in their homes and communities. Through the Program of All-Inclusive Care for the Elderly (PACE), Habitat Health provides comprehensive health insurance coverage and medical and social care services. Their services include transportation, personal care, 24/7 care access, physical therapy, nutrition support, pharmacy and prescriptions, medical care, and social services. Operating in partnership with notable healthcare providers such as Kaiser Permanente, Habitat Health is committed to creating a supportive and inclusive environment for both participants and staff, ensuring the provision of personalized, coordinated care. Founded in 2023, the company aims to enhance the lives of older adults covered by Medicare or Medicaid.

2 - 10 employees

Founded 2023

⚕️ Healthcare Insurance

🧘 Wellness

🌍 Social Impact

📋 Description

• Budgeting and Forecasting: • Support the annual budgeting and re-forecasting process in collaboration with functional and executive leadership. • Analyze financial results to provide variance explanations and recommend corrective actions when necessary. • Headcount Planning: • Partner with leadership to plan and forecast headcount needs and organizational design, ensuring resource alignment with business growth. • Monitor workforce costs and provide insights into labor efficiency and resource utilization. • Financial Reporting and Analysis: • Partner with accounting and functional leads to execute and continuously improve standardized monthly reporting processes. • Develop and maintain dashboards and other reporting tools to track key performance indicators (KPIs). • Assist in the preparation and submission of regulatory reporting packages. • Strategic Financial Support: • Prepare and submit detailed financial models, business cases, and investment analyses to inform decision-making. • Surface insights into operational trends and identify opportunities for growth and cost optimization. • Process Improvement: • Drive process improvements and automation within FP&A to increase efficiency and data accuracy. • Collaborate cross-functionally to ensure alignment and consistency in financial processes and reporting.

🎯 Requirements

• 2-4+ years of experience and at least 2+ years in an FP&A, corporate finance, or strategic finance role in a healthcare provider or health plan environment. • Data-driven mindset with strong analytical skills to track performance metrics and drive improvements. • A fundamental understanding of cash flow, its relationship to profitability and how it moves in and out of the business. • Extensive knowledge of Excel; Experience with Enterprise Financial Planning systems (e.g., Netsuite, Sage Intacct). • Comfort with ambiguity and change often experienced in a startup environment. • Aligns with our purpose and our values, and is excited about living those out in daily practice.

🏖️ Benefits

• health insurance • retirement plans • paid time off • flexible work arrangements • bonuses