Senior Financial Analyst

Role Overview

• Engage in financial reporting, data aggregation, and occasional merger & acquisition (M&A) analysis for joint venture partners.
• Prepare annual budget and quarterly forecasts for assigned joint venture partners.
• Prepare financial statement reporting & variance analysis across all assigned joint venture partners.
• Prepare financial reports and analyses to support executive decision making.
• Partner with finance leadership to understand nuanced concepts and tradeoffs within Company’s operating model.
• Drive efficiencies and standardization in existing financial reporting and processes.
• Assist with ad hoc financial analyses to support operations, promoting profitable and sustainable decision making.

Requirements

• Bachelor’s degree in Finance or related field
• 4+ years of experience as a Financial Analyst or related occupation.
• 4+ years of experience engaging in financial reporting, financial data aggregation, M&A analysis, & preparation of financial variance analyses for multistate healthcare providers; & preparing financial reports in support of executive decision-making.
• Experience in a multi-site, multi-entity or joint venture environment
• Prior financial services experience (investment banking, management consulting, etc.)
• Chartered Financial Analyst (CFA)
• Advanced Microsoft Excel modeling and PowerPoint skills.
• Excellent written and verbal communication skills.

Benefits

• Collaboration: Takes ownership for collectively establishing productive partnerships and relationships and seek to gain joint understanding of priorities and objectives so that the greater good of the organization and those we serve is always at the forefront.
• Innovation: Consistently uses good judgment, applying creativity to overcome obstacles and increasing effectiveness and efficiency through process and other forms of innovation.
• Diversity & Inclusion: Fosters diversity and inclusion, to be able to better understand team members, our customers and partners. Engages the strengths and talents of each GoHealth team member, creating an environment of involvement, respect and connection where the richness of ideas, backgrounds and perspectives are harnessed.
• Courage & Integrity: Models and practices the highest ethical and professional standards; demonstrates pride and personal interest in our patients, partners and fellow team members, deeply engaging in the business. Makes decisions, with a focus on doing the right thing; treats team members, our customers, partners and vendors with dignity, consideration, open-mindedness and respect.
• Accountability: Always shows initiative, demonstrates a bias to action and gets things done. Actively accepts responsibility for diverse roles, obligations and actions that positively influence patient and customer outcomes, our partnerships and the healthcare needs of our communities.