Healthcare FP&A Senior Analyst | Partner Reporting & AI

Codex; Middletown (NJ); On-site; USD 90,000 - 135,000; Full time

Job summary

Codex is seeking a Senior Financial Analyst to join the corporate finance team. The role partners with regional leadership to support platform-level planning, reporting, and transaction activity, leveraging Vena, Excel, and AI tooling for precise analyses.

Direct visibility to the CFO, sponsor, physician partners, and the Board will be gained. This role sits at the intersection of FP&A, physician economics, and lender reporting, requiring strong modeling, data integrity, and strong communication

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Four to seven years of progressive FP&A/corporate finance experience.
• Strong Excel, Power Query, and pivot analysis.
• Hands-on experience with Vena or willingness to own the tool.
• Experience using AI tools within finance workflows.
• Solid GAAP knowledge with reconciling management to GAAP results.
• Excellent written and verbal communication; executive-ready presentations.

Responsibilities

• Partner with regions to deliver monthly performance analysis and insights to leadership.
• Analyze revenue drivers using NexTech EMR data and practice management data.
• Support revenue cycle analytics including AR aging, DSO, denials, and collections.
• Build provider-level economics, ramp models, and physician pro formas.

Skills

Advanced Excel

Vena

AI in finance

GAAP knowledge

Executive presentations

Education

Bachelor's degree in Accounting or Finance

Tools

NexTech

Job description

Codex is seeking a Senior Financial Analyst to join the corporate finance team. The role partners with regional leadership to support platform-level planning, reporting, and transaction activity, leveraging Vena, Excel, and AI tooling for precise analyses.

Direct visibility to the CFO, sponsor, physician partners, and the Board will be gained. This role sits at the intersection of FP&A, physician economics, and lender reporting, requiring strong modeling, data integrity, and strong communication