Financial Analyst & Analytics

Full time @Core Recruiting Inc

Job Description

Since 1996, our client has provided personalized and compassionate medical care for our frail and medically complex patients in skilled nursing and long-term care facilities. Their 22 years of managing care for high-risk populations have helped us design an integrated care model that effectively coordinates care as our patients transition from inpatient to post-acute settings, including going home. Their unique value-based care model improves clinical outcomes and patient/family satisfaction while reducing system costs. They are experts in symptom management, supportive care, advanced care planning, telemedicine, medical crisis prevention, and patient-family communication.


Key Duties and Responsibilities:
  • Building and maintaining robust, three-statement financial models to support the CFO in annual budgeting, quarterly forecasting, and long-term financial planning to drive overall strategic decision making of the firm
  • Leverage programming languages and big data analytics tools to interact with large data sets, conduct actuarial analyses, and synthesize into concise summary outputs
  • Participate in the development and maintenance of actuarial models to support reserving, risk adjustment, and risk management initiatives (e.g. perform estimates of incurred but not reported (IBNR) expenses)
  • Build models and financial analyses to evaluate potential growth and investment opportunities; assess the risks and merits of potential new business opportunities and articulate across a cross-functional team
  • Participate in corporate financings (debt and equity) and M&A transactions
  • Collaborate with the CFO and executive team to develop clear, concise, and engaging investor presentations and board materials
  • Prepare comprehensive financial reporting packages for internal and external stakeholders (publish monthly financial statements, detailed reporting of service line financial results and KPI performance, and draft the accompanying Management Discussion & Analysis)
  • Coordinate with the CFO and accounting team to ensure timely and accurate financial reporting
  • Participate on the data governance committee; facilitate roll out of automated reporting by conveying business requirements for data accuracy and periodically and routinely auditing / improving upon reporting capabilities
  • Collaborate with other departments to drive financial and operational excellence across the organization
  • Research industry and regulatory trends in reimbursement, value-based care initiatives and competitive landscape analyses
  • Perform related duties similar to the above in scope and function as required
Education and Experience:
  • Bachelor’s degree in finance, mathematics, or data science, required
  • MBA (or MBA candidate), preferred
  • Minimum three to five years of FP&A or comparable experience, required
  • Minimum two years of prior health plan / managed care experience, required
Essential Skills and Abilities:
  • Financial modeling expertise and advanced mastery of both Excel and PowerPoint
  • Data analytics expertise with substantial applied experience in the managed care or healthcare industries
  • Proficiency in SQL or other programming languages; proficiency with PowerBI dashboards
  • Excellent analytical, critical thinking, problem-solving skills, and attention to detail
  • Detail-oriented, resourceful, and well organized
  • Ability to convert complex financial, operational, and analytical issues into terms and concepts that are easily disseminated throughout all levels of the organization
  • Great composition, grammar, and verbal communication skills
  • Strong organizational skills with the ability to prioritize workload and successfully manage multiple tasks and deadlines; a self-starter
  • Resilience to working successfully under pressure
  • Thrive in an unstructured, start-up environment
  • A referenceable track record of substantial financial management and data analytics experience, including financial operations, strategic and financial planning, data-driven decision making, and capital financing in a complex environment
  • Thorough understanding of and ability to anticipate opportunities in the managed care and healthcare industries, including regulations, competitive landscape, and industry trends
  • Excellent judgment in handling confidential and sensitive information
  • Establishing and maintaining cooperative working relationships with others
  • Ability to work across locations and time zones
Core Competencies
  • Instills trust
  • Curious
  • Customer focus
  • Manages ambiguity
  • Collaborates
  • Drives results



  • Flexible schedules
  • A smart phone, laptop, and a hotspot device
  • Competitive salary with bonus
  • Comprehensive benefits package including health and dental coverage, 401(k), employer paid life insurance, long-term and short-term disability, and PTO
  • Annual CME allowance (paid time-off for CME, including a $3500 stipend for physicians and $2000 for Nurse Practitioners)
  • Mileage reimbursement
  • Malpractice insurance coverage and credentialing fees paid