Financial Analyst

Heathos LLC•Holmdel Township, NJ

13h•Onsite

About The Position

Heathos is transforming the healthcare insurance landscape through a connected, data-driven ecosystem that simplifies complexity and drives long-term success. Built on trust, innovation, and integrity, we provide technology, services, and insights that support agencies, carriers, and members at every stage. Our family of brands—FirstEnroll, AdminOne, and SonicMarketing—works together to streamline operations and deliver a seamless insurance experience.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred).
1-3 years of experience in FP&A, preferably within healthcare, insurance, or TPA environments.
Strong financial modeling and data analysis skills.
Advanced proficiency in Excel and experience with financial planning tools (e.g., Adaptive Insights, Hyperion).
Familiarity with ERP systems (e.g., SAP, Oracle) and data visualization tools (e.g., Power BI, Tableau).
Excellent communication and presentation skills, with the ability to translate complex financial data into actionable insights.
Detail-oriented with strong problem-solving abilities and a strategic mindset.
English proficiency is a requirement for all roles unless stated otherwise in the job posting.

Responsibilities

Develop and maintain robust financial models to support long-term strategic planning and annual budgeting.
Conduct rolling forecasts to reflect changing business conditions and new revenue streams.
Collaborate with business units to gather inputs and validate assumptions for forecasting and budgeting.
Analyze financial performance, including revenue, profitability, and cost metrics, with a focus on new business initiatives and diversified product lines.
Prepare and present monthly, quarterly, and annual financial reports, highlighting key variances and trends.
Develop KPIs and performance metrics to monitor the financial health of the organization.
Assist with Monthly Close alongside accounting and understand how everything rolls into the financial statement.
Partner with operational and product teams to assess financial impacts of new opportunities and product diversification.
Provide financial insights to support decision-making, including cost-benefit analysis and scenario planning.
Assist leadership in evaluating the financial viability of new contracts and service agreements.
Ability to understand the Operations side of business and communicate with various departments monthly.
Utilize data analytics to assess revenue performance and identify areas for margin improvement.
Automate reporting processes to increase efficiency and accuracy.
Leverage business intelligence tools to enhance reporting capabilities and data visualization.