Senior Finance Analyst

🔥 3 hours ago

🏄 California – Remote

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💵 $99.3k - $119.2k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

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Logo of WelbeHealth

WelbeHealth

501 - 1000 employees

Founded 2015

🏥 Healthcare

👥 B2C

Healthcare • B2C

WelbeHealth is a healthcare organization that operates the Program of All-Inclusive Care for the Elderly (PACE), providing full-service, coordinated medical and supportive care to seniors so they can age at home and in their community. Its services include medical care and care coordination, dental/vision/hearing, in-home care, medication delivery, transportation, physical therapy, meals, and social activities. Many eligible seniors (typically 55+ with Medi‑Cal or Medicare/Medi‑Cal) can receive services at no cost. WelbeHealth maintains local centers, multilingual support, and a team of clinicians (nurse practitioners, physicians, therapists) to manage participants' comprehensive needs.

📋 Description

• Perform financial forecasting, reporting, and operational metrics tracking • Analyze financial data and create financial models to guide the organization • Report on financial performance and prepare for regular executive reviews • Examine past results, perform variance analysis, identify trends, and make recommendations for improvements • Work closely with the accounting team to ensure accurate financial reporting • Evaluate financial performance by comparing and assessing actual results with plans and forecasts • Build financial models that predict the future performance of WelbeHealth or select markets • Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards • Support corporate and strategic finance, collaborating with market leaders, Vice Presidents, and senior executives • Contribute directly to company strategy and growth

🎯 Requirements

• Bachelor’s degree in accounting, finance, economics, statistics, or relevant field • Minimum of two (2) years of investment banking or other relevant experience (in-house finance, consulting, accounting) • Expertise in Microsoft Excel • Familiarity with data query/data management tools (Access, SQL, Business Objects) • Comfortable with Microsoft PowerPoint • Familiarity with building presentations for senior executives • Strong fluency with Excel formulas and functions

🏖️ Benefits

• Medical insurance coverage (Medical, Dental, Vision) • 17 days of personal time off (PTO) • 12 holidays observed annually • Sick time • 401K savings + match • Advancement opportunities • Comprehensive healthcare coverage • Broad range of additional benefits • Encouraging and loving work environment • Equal opportunity employer

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