Senior Financial Analyst

Teladoc Health, Inc.; New York (NY); On-site; USD 115,000 - 120,000; Full time

Job summary

Teladoc Health is seeking a Senior Financial Analyst to join their financial planning and analysis team. The role involves preparing executive presentations, analyzing financial data, and collaborating with different departments to enhance operational efficiency. The ideal candidate should have a strong background in financial analysis, excellent communication skills, and proficiency in advanced Excel modeling. This position offers a competitive salary and the chance to impact the healthcare experience positively.

Benefits

Performance bonus

Health benefits

Qualifications

• 3 years of relevant experience in Financial Planning & Analysis or strategic finance.
• Demonstrated understanding of P&L dynamics and business case creation.
• Ability to present complex data effectively to leadership.

Responsibilities

• Prepare monthly and quarterly financial summary presentations.
• Analyze actuals vs. budget and present findings to leadership.
• Develop and maintain financial models for planning.

Skills

Analytical skills

Problem-solving

Attention to detail

Interpersonal skills

Excel-based modeling

SQL

Python

Education

Bachelor’s degree in finance, accounting, or business administration

Job description

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Teladoc Health is a global, whole person care company made up of a diverse community of people dedicated to transforming the healthcare experience. As an employee, you’re empowered to show up every day as your most authentic self and be a part of something bigger – thriving both personally and professionally. Together, let’s empower people everywhere to live their healthiest lives.

The Senior Financial Analyst is a key member of the financial planning and analysis team. Core components of the role include partnering with budget owners to review analysis of monthly results vs. budget and incorporate feedback into the forecasting process, board presentation preparation, report writing, and data analysis to track and report on operational and financial metrics to drive business decisions. In addition, the role is a liaison between the Finance team and other departments to facilitate cross-functional analysis to help provide operational and strategic level analysis for the leadership team and impact how we build our business to achieve outstanding results.

• Prepare monthly executive financial summary presentations, annual budget board presentations and quarterly strategic investment committee materials.
• Collaborate with accounting during monthly / quarterly close to review and ensure accuracy.
• Analyze actual versus budget and prepare to present flux / trend analysis to business leaders at a regular cadence.
• Drive solid operating cadence and financial discipline across monthly, quarterly, and annual forecasts and planning.
• Evaluate operating and financial trends to identify opportunities and offer recommendations to improve efficiency and performance.
• Build strong relationships and influence business decisions with leaders across the organization.
• Develop data-driven financial models with scenario analyses for short- and long-range planning with focus on resource allocation and long-term financial planning.
• Partner with the business to perform cost analysis, margin analysis, and overall economics for new products, features or bundles.
• Develop and maintain scalable, ad-hoc models and reports to solve complex business challenges.
• Assist in initiatives to centralize data for more streamlined reporting and analytics.
• Contribute to process improvement initiatives and identify requirements for enhancements to existing systems and workflow; automate processes as possible.
• Query and manipulate data from various systems to reconcile discrepancies, identify root causes & trends, and summarize findings for leadership.
• Perform various ad-hoc analyses on the business
  
  

Qualifications Expected For Position

• Bachelor’s degree required, preferably in finance, accounting, or business administration.
• 3 years of relevant work experience in Financial Planning & Analysis, strategic finance, or management consulting.
• Highly organized and process-oriented; strong attention to detail with creative problem-solving skills.
• Self-starter; knows how and when to escalate.
• Demonstrated ability to coordinate information across multiple business units and build effective business relationships within an organization.
• Fluent understanding of P&L dynamics, unit economics and creating business cases.
• Ability to demonstrate poise and professionalism in front of senior leaders.
• Understand the value of producing clean work product, even for internal purposes.
• Strong team player skills with the ability to work harmoniously in a diverse workforce.
• Strong Excel-based modelling skills.
• Experience with SQL and Python.
• Prior Health care experience.
• Proven analytical and inquisitive work style with a keen attention to detail – but also ability to see the big picture.
• Ability to interact with and present data to senior management team and business unit leaders.
• Ability to manage & prioritize multiple projects in order to meet deadlines.
• Strong interpersonal skills and professional demeanor.
• Ability to communicate well verbally and in writing.
• Ability to work in a fast-paced environment that promotes communication of team members.
  
  

The base salary range for this position is $115,000- $120,000. In addition to a base salary, this position is eligible for a performance bonus and benefits (subject to eligibility requirements) listed here Teladoc Health Benefits 2025. Total compensation is based on several factors including, but not limited to, type of position, location, education level, work experience, and certifications. This information is applicable for all full-time positions.

Why Join Teladoc Health?

A New Category in Healthcare: Teladoc Health is transforming the healthcare experience and empowering people everywhere to live healthier lives.

Our Work Truly Matters: Recognized as the world leader in whole-person virtual care, Teladoc Health uses proprietary health signals and personalized interactions to drive better health outcomes across the full continuum of care, at every stage in a person’s health journey.

Make an Impact: In more than 175 countries and ranked Best in KLAS for Virtual Care Platforms in 2020, Teladoc Health leverages more than a decade of expertise and data-driven insights to meet the growing virtual care needs of consumers and healthcare professionals.

Focus on PEOPLE: Teladoc Health has been recognized as a top employerby numerous media and professional organizations. Talented, passionate individuals make the difference, in this fast-moving, collaborative, and inspiring environment.

Diversity and Inclusion:At Teladoc Health we believe that personal and professional diversity is the key to innovation. We hire based solely on your strengths and qualifications, and the way in which those strengths can directly contribute to your success in your new position.

Growth and Innovation: We’ve already made healthcare yet remain on the threshold of very big things. Come grow with us and support our mission to make a tangible difference in the lives of our Members.

As an Equal Opportunity Employer, we never have and never will discriminate against any job candidate or employee due to age, race, religion, color, ethnicity, national origin, gender, gender identity/expression, sexual orientation, membership in an employee organization, medical condition, family history, genetic information, veteran status, marital status, parental status or pregnancy.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Hospitals and Health Care

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