Senior Financial and Operations Analyst
Description
The Senior Financial and Operational Analyst (“SFOA”) is a critical role in the Operations and Finance teams, directly supporting the optimization of financial success for the organization and within each line of business. By living in the details, the SFOA will dive deep into the underlying data to understand the inputs holistically so we can continue to improve forecasts, deliver actionable insights and results, and bring greater visibility with our leadership team and across functions. In this role you will report to both the Director of Financial Planning & Analysis and AVP, Operations to support both finance and operations across the organization.
FLSA Status | Exempt | Salary Range | $90,000- $110,000 |
Reports To | Director & Vice President | Direct Reports | No |
Location | Los Angeles, CA (Hybrid - 3 to 4 days in office) | Travel | Up to 20% |
Work Type | Regular | Schedule | Full-Time |
Position Description:
- Ensures efficient use of resources by supporting our resources management tool and inputs to ensure complete and address tool issues where needed
- Maintains and update our project management platform (Monday), enhances boards and provides reporting from the tool to ensure efficient delivery – supports other areas of the company (workforce and ECM) to leverage Monday and other account management tools as needed
- Provides regular updates and review of company performance through balanced scorecard preparation, driving client satisfaction use case development
- Provides performance data to the team by producing monthly scorecards and ensuring teams review
- Provide insightful financial and operating results and metrics to optimize financial performance and support strategic decision-making
- Maintain and update financial analytics surrounding Revenue, Gross Profit, and Expenses
- Source and analyze data from company IT platforms (CRM Tool, Professional Services Automation Tool, Financial Tools) to drive decision-making on resourcing and key growth investments
- Facilitate the management of budgeted resources by anticipating expenditures, accurately forecasting resource needs/costs and properly accounting for expenses to meet requirements and achieve fiscal responsibility
- Develop complex business modeling and analysis to promote growth and cost efficiency across business and product lines. Manage and drive efficiencies in company’s cost base through analysis of key expense drivers
- Work with data source providers and technology teams to ensure that key data is timely and accurate
- In partnership with Director of Finance, identify and lead initiatives to improve, automate, and scale forecasting and reporting tools, processes, or methodologies
- Uphold consistent standards across all deliverables for ease of use, transferability, and sustainability
- Provide personalized and quality service by communicating with internal customers to address financial and budget questions
Qualifications:
- Bachelor’s degree in Business or Finance preferred, equivalent experience will also be considered
- 3+ years of experience in a Financial Analyst position, with significant experience in budgeting, financial analysis, data analysis, and modeling
- Demonstrated financial planning, financial operations, analytical and problem-solving skills
- Ability to synthesize large quantities of complex data into actionable information
- Ability to prepare and present budgets and forecasts
- Operationally adept, with the ability to connect revenues and expenses to operational data and activities
- Prefer experience with Microsoft PowerBI, SQL, Tableau, DOMO, or other advanced reporting and analysis tools with expertise
- Advanced Excel skills and strong PowerPoint skills
- Strong attention to detail
- Adaptable and flexible in a complex, changing environment
- A highly analytical and naturally curious nature
- Ability to manage multiple priorities and meet deadlines within a fast-paced environment
- Ability to follow set standards in order to maintain consistency of deliverables
- Ability to self-teach and work independently, even on less-defined projects
- Highly adaptable team player, ability to pivot quickly depending on the needs of the business
- Passionate, energetic, approachable with a positive, low-ego, can-do demeanor
- Embrace of ambiguity and figuring out the solution.
Benefits:
As a firm passionate about health care, we’re deeply committed to the health and wellness of our own team members. We offer comprehensive, affordable insurance plans for our team and their families, and a host of other unique benefits, such as a yearly stipend for wellness-related activities, and a paid parental leave program. You can learn more about our benefits offerings here: https://copehealthsolutions.com/careers/why-cope-health-solutions/.
What We Do:
COPE Health Solutions (CHS) is a national tech enabled services firm powering success in risk arrangements and development of the future workforce for payers and providers. Our team brings deep expertise, experience, proven tools, and processes to improve financial performance and quality outcomes for all types of payers and providers, de-risking the roadmap to advanced value-based payment.
Our firm has expertise in all aspects of population health, strategy, delivery system development, payment systems reform, workforce development and population health management support services, including peerless analytics and performance improvement. We are driven by our passion to help transform health care delivery, align financial incentives to support population health management and build the workforce needed as health care moves to value-based care.
COPE Health Solutions’ Analytics for Risk Contracting (ARC) Suite provides a powerful array of analytic and reporting tools designed to achieve optimal value and performance for organizations currently in or planning to move to risk-based arrangements. Leveraging our extensive, hands-on expertise in helping IPAs, ACOs and health systems achieve successful outcomes in risk contracts, our team of managed care experts draw insights from the analytic outputs that are tailored to each organization’s unique circumstances to interpret the data and recommend initiatives to help improve total cost and quality.
Our multidisciplinary team of health care experts provides our clients with the experience, capabilities, and tools needed to plan for, design, implement and support both the development and execution of strategy and developing solutions to some of the industry’s most complex problems. We partner with our clients through aligned mission and financial incentives to pursue performance excellence in a challenging and rapidly evolving health care environment.
To Apply:
To apply for this position or for more information about COPE Health Solutions, visit us at https://copehealthsolutions.com/careers/open-positions/.