Strategic Advisor – Financial Monitoring & Analysis

Blue Shield of North Carolina•Durham, NC

1d•Hybrid

About The Position

CuraCor Solutions is seeking a results-oriented, organized, analytical, and intellectually curious finance professional, who wants to make a strong impact in driving financial optimization across multiple organizations as part of the Financial Monitoring & Analysis (“FMA”) team within our Diversified Business Group. In this role, you will build a strong understanding of CuraCor’s portfolio companies’ performance drivers and develop clear, insightful analyses and presentations that will support leadership decisions. You will create recurring reporting and forecasts, dig into trends and variances, dive into ad hoc analyses, and help turn numbers into actionable insights for leaders. This role is ideal for analytical professionals eager to expand their expertise in connecting insights, mastering complexity, and demonstrating measurable contributions to business objectives. We invest and partner with innovative health care organizations in North Carolina and beyond, focused on improving healthcare outcomes, affordability, access, and experience. We work with teams who are building what’s next in health care, and we bring financial clarity that helps great ideas scale responsibly.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
3+ years of relevant experience in financial analysis, financial reporting, or FP&A in a corporate setting (required).
Strong analytical and problem-solving skills with an eye for detail. You can identify trends/anomalies, ask insightful questions, and translate data into understandable and actionable commentary for leaders.
Clear written (Outlook, PPT, Excel) and verbal communication skills. You can explain financial results to non-finance partners and summarize insights in a crisp, audience-friendly way. Additionally, you can communicate in a professional, collaborative, and diplomatic manner with senior executives regarding sensitive topics, as they arise.
You are highly organized and reliable, able to manage recurring monthly deadlines while also handling requests in short turnaround times. You plan ahead, follow through, and stay calm when priorities shift.
You are eager to work across teams and express humility when applicable. You build trust quickly, respond to feedback well, and like being part of a group that gets things done.

Nice To Haves

Experience supporting reporting cycles and participating in budgeting/forecasting is a plus.
Comfort with financial statements, budgeting concepts, and variance analysis, as well as a willingness to roll up your sleeves in the details.
Strong Microsoft Excel skills (PivotTables, lookups, formulas, data analysis features). Power Query/Power Pivot is a plus.
Experience with, or an interest in, seeking to gain efficiencies and insights through the use of AI.
Exposure to, or interest in, healthcare and the business drivers and metrics that matter.
Curious, proactive, and eager to improve how things work. You are comfortable asking questions, learning quickly, and taking on new challenges with integrity and follow-through.

Responsibilities

Help prepare and deliver monthly financial reporting that’s accurate, timely, and easy for stakeholders to use. Keep recurring updates on-track while focusing on the details so the narrative in the numbers is reliable.
Analyze results vs. budget, forecast, and prior periods. Investigate what is driving key revenue and expense variances and summarize findings into clear, decision-ready commentary.
Build analyses and models that help answer “what if?” and “what’s next?” questions. Examples include profitability and unit economics, scenario modeling, and business case support. Present results clearly and concisely.
Support annual budgeting, planning, and periodic reforecasting. Partner with FMA colleagues to update assumptions, build projections, and connect portfolio performance with Enterprise FP&A processes.
Work closely with CuraCor and Blue Cross NC Finance partners to coordinate inputs, align on timelines, and deliver consistent, accurate updates, especially during close, forecast cycles, and for leadership requests.
Maintain and improve reporting templates and financial models for efficiency, consistency, and accuracy. Help implement process enhancements and tools within the FMA function, staying aligned with internal controls and policies.
Bring strong attention to detail and pride into the work, checking outputs, documenting assumptions, and meeting deadlines so leaders trust the work product.