Senior Associate, Financial Planning & Analysis
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Job Location:
San Francisco, CA - USA
Monthly Salary:
$ 110000 - 135000
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
At Habitat Health we envision a world where older adults experience an independent and joyful aging journey in the comfort of their homes enabled by access to comprehensive health care. Habitat Health provides personalized coordinated clinical and social care as well as health plan coverage through the Program of All-Inclusive Care for the Elderly (PACE) in collaboration with our leading healthcare partners including Kaiser Permanente.
Habitat Health offers a fully integrated experience that brings more good days and a sense of belonging to participants and their caregivers. We build engaged fulfilled care teams to deliver personalized care in our centers and in the home. And we support our partners with scalable solutions to meet the health care needs and costs of aging populations.
Habitat Health is growing and were looking for new team members who wish to join our mission of redefining aging in place. To learn more visit.
Role Scope:
We are looking foraSenior AssociateofFinancialPlanning & Analysis (FP&A)toserve as acriticalfinance partner to the businessinsetting financial plans tracking performance and surfacing actionable insights to drive prioritization of initiativesinvestment of resources and future strategic planning and forecasting.Responsibilitiesfor the role will include:
- Budgeting and Forecasting:
- Support the annual budgeting and re-forecasting process in collaboration with functional and executive leadership.
- Analyze financial results to provide variance explanations and recommend corrective actions when necessary.
- Headcount Planning:
- Partner with leadership to plan and forecast headcount needs and organizational design ensuring resource alignment with business growth.
- Monitor workforce costs and provide insights into labor efficiency and resourceutilization.
- Financial Reporting and Analysis:
- Partner with accounting and functional leads toexecuteand continuouslyimprovestandardized monthly reporting processes.
- Develop andmaintaindashboards and other reporting tools to track key performance indicators (KPIs).
- Assistin the preparation and submission of regulatory reporting packages.
- Strategic Financial Support:
- Prepare andsubmitdetailed financial models business cases and investment analyses to inform decision-making.
- Surface insights into operational trends andidentifyopportunities for growth and cost optimization.
- Process Improvement:
- Drive process improvements and automation within FP&A to increase efficiency and data accuracy.
- Collaborate cross-functionallyto ensure alignment and consistency in financial processes and reporting.
Experience that drives success in this role:
- 2-4 years of experienceand at least 2 years in an FP&A corporate finance or strategic finance role in a healthcare provider or health plan environment.
- Data-driven mindset with strong analytical skills to track performance metrics and drive improvements.
- A fundamentalunderstanding of cash flowitsrelationship toprofitabilityand how it moves in and out of the business.
- Extensive knowledge of Excel; Experience with Enterprise Financial Planning systems ( Sage Intacct).
- Comfortwith ambiguity and change often experienced in a startup environment.
- Aligns with our purpose and ourvalues andis excited about living those out in daily practice.
Compensation:
We consider an individuals qualifications skillset and experience in determining a final rate of pay. The expected annual salary range for this role is $110000 - $135000 andis a bonus-eligible actual offer will be at the companys sole discretion anddeterminedby relevant business considerations including the final candidates qualifications years of experience skillset and geographic location.
Our Commitment to Diversity Equity and Inclusion:
Habitat Health is an Equal Opportunity employer and is committed to creating a diverse and inclusive workplace. Habitat Health applicants are considered solely based on their qualifications without regard to race color religion creed sex gender (including pregnancy childbirth breastfeeding or related medical conditions) gender identity gender expression sexual orientation marital status military or veteran status age national origin ancestry citizenship physical or mental disability medical condition genetic information or characteristics (or those of a family member) or other status protected by applicable law.
Habitat Health is committed to the full inclusion of all qualified keeping with our commitment Habitat Health will take steps to provide people with disabilities and sincerelyheldreligious beliefs with reasonable accommodationsin accordance withapplicable if you require a reasonable accommodation to fullyparticipatein the job application or interview process to perform the essential functions of the position and/or to receive all other benefits and privileges of employment please contact us at
Beware of Scams and Fraud
Please ensure your application isbeing submittedthrough a Habitat Health sponsored site only. Our emails will come from @ email addresses. If you feel that you have been the victim of ascamsuch as this please report the incident to the Federal Trade Commission by selecting the Rip-offs and Imposter Scams option: Experience:
Senior IC
Key Skills
- Internal Audit
- Financial Services
- Financial Performance
- Variance Analysis
- Journal Entries
- Account Management
- ACH
- Customer Accounts
- General Ledger Accounts
- Payroll
- Customer Relationships
- Financial Statements
- Annual Reports
