Senior Financial Analyst

Altais•Remote - CA, CA

3d•$75,000 - $90,000

About The Position

The Senior Financial Analyst supports financial planning, budgeting, forecasting, and financial reporting. The role serves as a financial partner to operational and business leaders, providing insights for strategic planning, operational performance, and informed decision-making. The position calls for strong financial and analytical capabilities and an understanding of accounting principles and cost allocation methodologies. The analyst supports annual budgeting, quarterly forecasting, and long-range planning; prepares monthly financial reporting and variance analyses; develops financial models for business cases and scenario planning; and partners with Accounting on month-end close and reconciliations. The role also works with department leaders to assess financial performance and opportunities for improvement, incorporates industry-specific metrics into reporting, improves reporting and forecasting processes, and provides ad hoc analysis and presentations for executive leadership and the Board. Altais is a California healthcare organization that includes Brown & Toland Physicians, Altais Medical Group Riverside, and Family Care Specialists. Its mission is to improve the healthcare experience by supporting physicians with technology, tools, and a team-based model of care.

Requirements

Bachelor’s degree or higher in finance, mathematics, actuarial science, statistics, or economics from an accredited program.
At least 3 years of progressive experience in financial analysis, financial planning and analysis, or a related finance role.
Experience in the healthcare industry, preferably within a health plan, managed care organization, or medical group.
Experience with cost allocations, cost accounting, expense distribution methodologies, or departmental cost analysis.
Demonstrated understanding of financial statements, budgeting, forecasting, and financial modeling.
Experience analyzing financial performance, investigating variances, and communicating results to business leaders.
Experience using databases, Word, Access, and PowerPoint.
Expertise in Microsoft Excel and a rudimentary understanding of databases and different data architectures.

Nice To Haves

At least 5 years of progressive experience in financial analysis, financial planning and analysis, or a related finance role.
Experience with business intelligence tools such as Workday Adaptive Planning.
Experience supporting executive-level financial reporting and presentations.

Responsibilities

Support annual operating budget, quarterly forecasts, and long-range planning with business and operational leaders.
Prepare monthly financial reporting packages and detailed variance analyses against budget, forecast, and prior year.
Build and maintain financial models for business cases and scenario planning.
Partner with Accounting on month-end close and reconciliation of financial results.
Work with department leaders to understand business needs, evaluate financial performance, and identify operational improvement opportunities.
Incorporate industry-specific metrics into reports to highlight trends and support fact-based decisions.
Identify opportunities to streamline, standardize, and automate financial reporting and forecasting processes.
Provide ad hoc analysis and presentations for executive leadership and the Board.