Sr. Financial Analyst FP&A

Agilon Health•Remote - California, CA

2d•$87,000 - $106,600•Remote

About The Position

The FP&A Senior Financial Analyst will provide financial and analytical support to the enterprise leadership team to help improve business performance and drive improved financial and clinical outcomes. The ideal candidate will bring a background in supporting operational reporting needs, project ownership, understanding metrics, report development, analytical thinking, teamwork and a preferred 6 years of experience with a health plan or medical group in a finance/analytics/reporting capacity.

Requirements

6+ years related work experience, preferably in a health care / managed care setting
Strong understanding of financial statements and P&L mechanics, including Net Income and EBITDA, cost centers, and month-end close processes
Strong MS Excel and PowerPoint skills necessary
Financial systems knowledge, strong data analysis skills, and the ability to extract, transform, and summarize large datasets
Excellent analytical abilities
Strong verbal and written communication skills
Ability to work under tight deadlines, manage multiple responsibilities and work independently with minimal supervision
Bachelor's Degree in Business Economics, Accounting, Finance, Mathematics, or other related field
Strong communication skills both written and verbal to work with multiple internal and external clients in a fast-paced environment
Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems.
Ability to create and maintain documents using Microsoft Office (Excel, Outlook, PowerPoint, Word)

Nice To Haves

experience with Microsoft Access, Power Query, Python, or other automation tools
Any ERP system experience (i.e. Hyperion, Essbase, SAP, Adaptive Insights, etc.)
Workday system experience
Healthcare knowledge

Responsibilities

Partner with internal finance teams to help prepare and consolidate monthly financial deck
Understand and contribute to enhancement of comprehensive forecast and budget process and provide support with analytic approaches
Maintain, enhance, and publish standardized financial reporting packages while continuously refining reporting frameworks, automation, and analytics to support business decision-making
Leverage AI-enabled tools to identify automation opportunities, streamline reporting workflows, and drive deeper analytical insights across the FP&A function
Develop, maintain, and continuously refine sophisticated mathematical allocation models
Understand and keep track of KPIs on a monthly/quarterly basis in partner with different functions across the organization
Build and work with models that contain sensitive information and share results with appropriate parties, demonstrating a high degree of discretion
Create and maintain reports/data extracts using data source such as Workday/Adaptive platform
Perform ad hoc analysis based on requests/needs of management in a timely manner
Understand, adhere to, and implement the Company’s policies and procedures.
Provide excellent customer services skills, including consistently displaying awareness and sensitivity to the needs of internal and/or external clients. Proactively ensuring that these needs are met or exceeded.
Take personal responsibility for personal growth including acquiring new skills, knowledge, and information.
Engage in excellent communication which includes listening attentively and speaking professionally.
Set and complete challenging goals.
Demonstrate attention to detail and accuracy in work product.