Job Description
Financial Planning & Analysis, Senior Analyst
Job Description
Join us in powering the future of healthcare cost containment.
Expion Health has an exciting opportunity for an FP&A, Senior Analyst. Our team of brilliant professionals are continuously expanding the boundaries of the healthcare industry through innovations that intersect data and technology and amplifies human intelligence to result in better outcomes. We need people like you to join in our commitment to drive pure exponential value for our clients and partners.
Are you up for the challenge?
Expion Health is seeking a Senior Analyst to support the finance and accounting team's ongoing budgeting, planning, and financial analysis efforts. The successful candidate will leverage their educational and applied work experience to support periodic internal reporting processes, develop, track, and communicate financial and operational performance metrics to a broad stakeholder group, and assist with ad hoc financial analysis efforts.
The ideal candidate will have strong analytical skills with the ability to create and curate complex financial models, excellent oral and written communication skills, and the proclivity to think creatively about their role and to proactively identify areas for improvement within existing processes and reporting structures. This position will report to the SVP of Financial Planning and Analysis and will need to collaborate across functions of the company from executive leadership to department-level stakeholders. Success in this role requires outstanding written and oral communication skills, strong cross-functional collaboration skills, and excellent analytical skills.
You will have the chance to work with cutting edge technologies in an innovation driven environment where the team works collaboratively to solve challenges to achieve common goals. In this role, the FP&A, Senior Analyst will collaborate with the Senior Vice President of Finance and Strategy in partnering with the business to understand trends, separate relevant from non-relevant information and articulate the financial impact(s) to Expion Health. If you are a proven self-starter with innovative ideas who can problem solve on the fly, enjoys analyzing and evaluating operational metrics, and thrives on working cross-functionally in a rapidly changing environment, then keep reading!
You will be responsible for robust modeling, analytics and techniques that will allow us to describe realities, build scenarios, and predict performance. As a result, we will make better data-driven business and financial decisions. You will be responsible for deliverables that properly address departmental finances. You will be considered a financial/technology/healthcare professional that will help Expion Health better understand strategic investment for new platforms, new products, and operational support to the various business systems.
You will be aligned with operations and fully engaged in providing insight into costs and functional value. The candidate will also work closely with the department teams to develop financial budgets, projections and forecasts based on commercial growth, historical data, and market analysis.
What you bring
To be successful in this role you'll need:
- A Creative thinker who has a proven ability to solve problems and meet marketplace challenges using traditional and non-traditional methods
- An Effective influencer who relies on their good ideas and collaborative style to influence and direct internal and external teams to achieve desired outcomes
- A Self-starter who exhibits a can-do, team-oriented demeanor; well organized and able to work effectively on multiple projects and project types, in a timely manner, with limited management oversight
- A Curious mind who strongly believes in continuous education and relentlessly pursues knowledge and excellence both in subjects of professional and personal interest
Responsibilities
- Partner with key stakeholders to develop the master financial modeling for increased clarity on revenue/profitability projections in support of strategic initiatives and business objectives
- Diligence on future financings/M&A as well as data supporting conversations with the external community
- Work on a variety of special projects that may include M&A analysis, acquisition integration, financing, new business initiatives, etc.
- Support with preparation of SEC and other regulatory filings as needed
- Assist in developing and managing annual budget/quarterly forecasts
- Drive process enhancements and improvements in financial reporting and planning
- Support financial system (Prophix) for budgeting and forecasting processes
- Evaluate contracts to understand revenue and expense recognition and model assumptions accordingly
- Review monthly/quarterly P&L reports and perform variance analysis
- Create and maintain KPIs on business operations and trends, proactively identifying and analyzing issues and opportunities, making data-based recommendations
- Assist in preparation for Board of Director meetings
- The preparation of monthly financial and operational reporting packages for senior leadership review meetings
- Creating and managing a structure to compile and communicate department-level performance metrics on a periodic basis
- Develop models and metrics to estimate, track, and analyze internal operational performance metrics and client activity against prior period actuals and budget
- Assist in the annual budgeting process and support ongoing forecasting efforts
- Perform financial analysis and valuation methods including comparable company analysis, precedents, and DCF in support of strategic transactions and other ad hoc projects
- Perform due diligence research and documentation of contemplated transactions; analyze and assess complicated financial information in support of the strategic transaction review process
- Create presentations to communicate valuation and due diligence research findings with senior leadership
- Other duties as assigned
Required Expertise
- Bachelor's degree in Finance or Accounting required, MBA and/or CPA preferred
- 3-6 years progressive work experience in financial analysis/investment banking
- Excellent analytical and problem-solving skills and a high level of initiative and critical thinking
- Corporate finance, transaction advisory or auditing experience
- Strong financial modeling skills
- GAAP accounting knowledge preferred; experience with SEC filings/reporting a plus
- Demonstrated ability to streamline processes and exceptional attention to detail
- Strong interpersonal, presentation and organizational skills
- Ability to contribute and succeed in a collaborative environment that emphasizes teamwork
- Proven ability to effectively handle multiple and frequently changing priorities
- Advanced skills in Microsoft Excel (pivot tables, lookup, and logical functions) and Microsoft PowerPoint
What it's like to work with us
Expion Health has been challenging the industry status quo for over 30 years, leading with ground-breaking innovation in a wide variety of healthcare cost-management solutions. Embracing the latest opportunities that technology can offer within a rapidly evolving industry, we provide exceptional service, technology, and product innovation to meet greater challenges in healthcare cost management.
We have a distributed workforce so you can work from anywhere in the continental United States. Because of our distributed nature we have cultivated a connected culture that includes town halls, one-on-ones with executive leadership, educational forums, and even social clubs.
We offer comprehensive benefits package which includes the following:
- Medical, dental, and vision insurance
- Short term disability and long-term disability
- Life insurance and AD&D
- Supplemental life insurance (Employee/Spouse/Child)
- Healthcare and dependent care Flexible Spending Accounts
- Healthcare Savings Account
- 401(k) Savings and Investment Plan with company match
- Paid time off