Support the FP&A team on annual budgeting, monthly variance analysis, forecasting expenses and headcount, and preparing executive and board presentations. Lead variance explanations, improve NSPB usage and AI efficiency, collaborate with finance partners and accounting, and provide ad-hoc reporting and analysis.
The Senior Financial Analyst will work with the FP&A team to provide support with the annual budget process and corresponding monthly variance analysis. They will be responsible for partnering with budget owners, accounting, and finance teams to ensure accurate reporting, forecasting, and variance explanations. This role will aid in preparing executive and board presentations.
We are flexible with respect to geographic location, and the ideal candidate will be comfortable working remotely/work from home within the US or be based from Bethesda, MD office.
Primary Duties:
- Partner with various teams with forecasting expenses and headcount; take point on leading budget variance analysis to create clear and concise written explanations to explain differences from plan and prior forecasts. Create executive level charts and slides for monthly, quarterly and annual executive and board presentations.
- Assist in identifying and implementing additional ways to utilize NSPB (financial planning and budgeting tool), as well as using AI to create more efficiency.
- Partner in the annual budget process, collaborating with Finance Business Partners, business leads and accounting.
- Collaborate in preparing the monthly Executive Committee and quarterly Board Decks.
- Ad-hoc reporting and analysis in support of other financial and business priorities.
Minimum Qualifications:
- Bachelor’s degree in Accounting or Finance
- 5+ Years work experience in Finance
- Advanced excel skills, including Financial Modeling, the ability to create and maintain complex spreadsheets, summarize data with Pivot Tables, and comfortable using lookup functions
- Strong analytical abilities with the capacity to synthesize large amounts of data and provide actionable insights
- Excellent verbal and written communication skills
- Team player attitude is essential - ability to be resourceful, creative and maintain flexibility
- Adaptability: A self-motivated, organized approach to managing priorities in a dynamic, fast-paced environment.
Preferred knowledge, skills, and/or abilities:
- Prior experience with NetSuite Budget and Planning system experience or similar FP&A software
- CPA license
- Highly organized with exceptional time management skills
Physical Requirements:
- Sitting for prolonged periods of time. Extensive use of computers and keyboard. Occasional walking and lifting may be required.
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Who We Are:
Aledade PBC, a public benefit corporation, exists to empower the most transformational part of our health care landscape - independent primary care. We were founded in 2014, and since then, we've become the largest network of independent primary care in the country - helping practices, health centers and clinics deliver better care to their patients and thrive in value-based care. Additionally, by creating value-based contracts across a wide variety of health plans, we aim to flip the script on the traditional fee-for-service model. Our work strengthens continuity of care, aligns incentives and ensures primary care physicians are paid for what they do best - keeping patients healthy. If you want to help create a health care system that is good for patients, good for practices and good for society - and if you're eager to join a collaborative, inclusive and remote-first culture - you've come to the right place.
What Does This Mean for You?
At Aledade PBC, you will be part of a creative culture that is driven by a passion for tackling complex issues with respect, open-mindedness and a desire to learn. You will collaborate with team members who bring a wide range of experiences, interests, backgrounds, beliefs and achievements to their work - and who are all united by a shared passion for public health and a commitment to the Aledade mission.
In addition to time off to support work-life balance and enjoyment, we offer the following comprehensive benefits package designed for the overall well-being of our team members:
Flexible work schedules and the ability to work remotely are available for many roles
Health, dental and vision insurance paid up to 80% for employees, dependents and domestic partners
Robust time-off plan (21 days of PTO in your first year)
Two paid volunteer days and 11 paid holidays
12 weeks paid parental leave for all new parents
Six weeks paid sabbatical after six years of service
Educational Assistant Program and Clinical Employee Reimbursement Program
401(k) with up to 4% match
Stock options
And much more!
At Aledade PBC, we don’t just accept differences, we celebrate them! We strive to attract, develop and retain highly qualified individuals representing the diverse communities where we live and work. Aledade is committed to creating a diverse environment and is proud to be an equal opportunity employer. Employment policies and decisions at Aledade are based on merit, qualifications, performance and business needs. All qualified candidates will receive consideration for employment without regard to age, race, color, national origin, gender (including pregnancy, childbirth or medical conditions related to pregnancy or childbirth), gender identity or expression, religion, physical or mental disability, medical condition, legally protected genetic information, marital status, veteran status, or sexual orientation.
Privacy Policy: By applying for this job, you agree to Aledade's Applicant Privacy Policy available at https://www.aledade.com/privacy-policy-applicants
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