REPORTS TO:           CFO

LOCATION:                Schaumburg, Illinois 

COMPANY PROFILE

CellTrak is a team of energetic, highly-skilled healthcare, technology, and growth company experts who help people receive outstanding care in their home and community by solving the problem of how to best manage the delivery of care and the people who deliver it.

CellTrak provides a complete, integrated software-as-a-service solution that facilitates care delivery management and real-time field force management – it is to a home care agency as an ERP system is to a manufacturing company. The solution streamlines and automates an agency’s core business process, replacing old technology and paper-based process with real-time information for day-to-day care and business management and for optimization. It includes apps for all types of caregivers that run on the leading mobile devices, portals that enable care coordinators, operations personnel, and the extended care team to efficiently coordinate and optimize care delivery by a distributed workforce, interfaces to more than 25 leading Electronic Health Records (EHRs), and services to support adoption, management, and optimization.

CellTrak is a rapidly growing, venture-backed company. In July 2017, it received an additional $11 million in committed capital. It is a respected brand and the leader in its category, with over 200 customers who operate 4,000 locations in the home health care, home hospice, personal care, and community care markets in the US, Canada and the UK. CellTrak’s customers include both leading independent agencies with as many as 20,000 caregivers and major health systems. Combined, CellTrak’s customers deliver 1 million in-home visits per week; in 2017, an estimated 500,000 people will receive care enabled by CellTrak.

THE ROLE DEFINED

The Senior Business & Financial Analyst is an essential member of the finance team that will provide the analytical underpinnings for the strategic decision-making process, business plans, and operational improvements.  They will interact with the executive team every day and with Board Members periodically to provide insight into short- and long-term expected results. This role will be charged with gaining an in-depth understanding of all facets of the home care market, CellTrak, and its customers, and translating that understanding into creating intuitive reporting, insightful management discussion and analysis, and accurate modeling.

• Working closely with the CFO, preparing and updating financial plans and forecasts
• Driving the process of generating, reporting on, analyzing, interpreting, and updating key financial and operating metrics as compared to plans and forecasts
• Working cross functionally to assist in providing better data to drive decisions and performing in-depth financial analysis of operations
• Creating process efficiencies and business system efficiencies
• Maintaining, analyzing and, with management, establishing and updating pricing
• Completing ad-hoc projects related strategic decisions such as analyzing:
• Market segments
• Product roadmap alternatives and new product ideas, including build vs. buy vs. partner decisions
• Mergers and acquisitions
• Geographic expansion
• Capital investments

 DESIRED EXPERIENCE AND SKILLS

• Desire to work in a fast-paced, growth company environment to meet aggressive business objectives and to create a healthy, scalable business.
• 3 or more years of experience in similar roles.
• Strong oral and written communication skills, excellent interpersonal skills.
• BA/BS Degree in accounting or finance, MBA a plus.
• Proficient computer skills including financial systems. Advanced proficiency with Excel. Experience with Intacct and/or Salesforce is a plus.
• Previous experience in the health care industry is a plus.

DESIRED PERSONAL ATTRIBUTES

1.    Planning and Organization:  Able to establish and execute a course of action to accomplish specific short- and long-term goals, to plan appropriate allocation of resources and time, and to approach all responsibilities in an organized manner.

2.    Critical and Focused Thinking:  Driven to understand concepts and issues, while applying a detail oriented approach in all actions and a motivation to move projects to completion.

3.    Judgment:  Develops alternative courses of action and makes decisions which are based on data, logical assumptions and other available information as well a business experience.

4.    Initiative:  Actively influence events to achieve goals. Takes action beyond what is called for; generates and/or recognizes imaginative, creative solutions.

5.    Adaptability/Flexibility:  Able to be effective in many situations and to develop and accept new methods of doing things. Able to react quickly and to successfully implement changes as needed.

6.    Curiosity:  Inquisitive with a thirst for knowledge and desire to learn about the market and all aspects of the business.