Senior Financial Analyst

AnewHealth; Cleveland (OH); Remote; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical/dental/vision

401(k)

Paid time off

Paid holidays

Job summary

AnewHealth is seeking a Financial Analyst to develop revenue/expense analyses, create monthly/quarterly/annual reports, and support senior leadership with insights and recommendations. The role emphasizes independent work with cross-functional collaboration within the Finance Center of Excellence.

The position is remote and requires strong Excel skills, financial acumen, and the ability to present findings to executives.

Qualifications

• Bachelor’s degree in finance, economics, or related field.
• 3+ years of financial analysis experience.
• Strong proficiency with Excel and Microsoft Office Suite.

Responsibilities

• Develop financial models to evaluate existing and future business.
• Participate in month-end close and reporting processes.
• Assist in budgeting and forecast updates.

Skills

Excel

Financial analysis

Executive presentation

Independent work

Collaboration

Education

Bachelor's degree in finance or economics

Tools

Workday/Adaptive

Job description

AnewHealth is one of the nation’s leading pharmacy care management companies that specializes in caring for people with the most complex, chronic needs—wherever they call home. We enable better outcomes for patients and the healthcare organizations who support them. Established in 2023 through the combination of ExactCare and Tabula Rasa HealthCare, we provide a suite of solutions that includes comprehensive pharmacy services; full-service pharmacy benefit management; and specialized support services for Program of All-Inclusive Care for the Elderly. With over 1,400 team members, we care for more than 100,000 people across all 50 states.Job DetailsThe Financial Analyst will develop revenue/expense analyses, reports, and financial presentations. They will create and analyze monthly, quarterly, and annual reports. They will also maintain that financial information is recorded accurately. The Analyst will have strong technical skills to work independently but also possess the ability to work collaboratively with other Centers of Excellence. Additionally, the Financial Analyst will present findings and recommendations to senior leadership/executive management.ResponsibilitiesDevelop financial models to evaluate existing and future businessParticipate in month-end financial close and reportingHelp develop annual budget and recurring forecast updatesCreate monthly, quarterly, and annual reportsAnalyze, track, and report on large data setsMaintain up-to-date and accurate databases by entering, verifying, and backing up dataAid cost analysis processes by established policies and procedures, providing trends and forecastsPresent financial models and findings to senior leaders/executive managementMonitor and analyze the competitive environment and make comparative analyses, recommended changes in methods and materialsProtects ExactCare operations by maintaining confidentiality of financial informationPartners cross-functionally across Centers of Excellence to meet financial goalsEmbody AnewHealth’s Core Values in all communications and interactions.Other duties as assigned.The above essential functions are representative of major duties of positions in this job classification. Specific duties and responsibilities may vary based upon departmental needs. Other duties may be assigned similar to the above consistent with knowledge, skills and abilities required for the job. Not all of the duties may be assigned to a position.Qualifications: These represent the desired qualifications of the ideal candidate. They are not meant to limit consideration for candidates who do not meet all of the standards listed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.EducationBachelor’s Degree in finance, economics, or related field.Experience3+ years of financial analysis experiencePreferred: Healthcare industry knowledge/experienceSkills & AbilitiesStrong proficiency with Excel and Microsoft Office Suite in generalWorkday/Adaptive experience preferredPresenting to senior leaders or executive management teams.Knowledge of finance, financial methods, tools, and strategiesAbility to read, interpret, and draw accurate conclusions from numerical materialKnowledge of, and ability to use and develop, unique processes, tools, and techniques for exploring alternative financial scenarios and resultsKnowledge of the functions, automated tools, and processes needed to oversee financial assets and liabilities across the organizationAbility to prepare financial statements, reports, and presentations by utilizing financial processes and toolsAbility to work independently and bring innovative ideas to the Finance Center of ExcellencePhysical/Mental Demands: This position is administrative in nature and will present physical demands requisite to a position requiring: hearing, seeing, sitting, standing, talking, and walking. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. May be necessary to work extended hours as needed.Schedule: This is a full-time position with an expectation to work an average of 40 hours per week and be available outside of normal business hours to meet customer expectations on an ad-hoc basis. Schedules are set to accommodate the requirements of the position and the needs of the organization and may be adjusted as needed.This is a remote position.AnewHealth offers a comprehensive benefit package for full-time employees that includes medical/dental/vision, flexible spending, company-paid life insurance and short-term disability as well as voluntary benefits, 401(k), Paid Time Off and paid holidays. Medical, dental and vision coverage are effective 1st of the month following date of hire.AnewHealth provides equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, genetic information, or veteran status, or other legally protected classification in the state in which a person is seeking employment. Applicants are encouraged to confidentially self-identify when applying. Local applicants are encouraged to apply. We maintain a drug-free work environment. Applicants must be eligible to work in this country.