Sr. Financial Analyst - FP&A

Vālenz Health; Northern (KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Healthcare benefits

HSA/FSA

401K with match

Job summary

Vālenz Health seeks a Senior Financial Analyst to lead enterprise financial planning, forecasting, budgeting, and workforce analysis. You will partner with senior leaders to translate data into insights and support strategic decisions through modeling, reporting, and scalable processes.

You’ll build complex models for M&A, pricing, and capital allocation while delivering executive-ready analyses and board materials.

Qualifications

• 5+ years of progressive FP&A or corporate finance experience, ideally in private equity-backed or high-growth healthcare.
• Demonstrated expertise in financial modeling, valuation, and scenario planning.
• Strong proficiency in Excel with experience using financial systems such as Adaptive Insights, NetSuite, Power BI, or Tableau.

Responsibilities

• Lead enterprise headcount and compensation forecasting, including hiring plans, vacancies, salaries, benefits, incentives, recruiting costs, and other workforce-related expenses.
• Own end-to-end financial planning processes, including enterprise forecasting, annual budgeting, and multi-year strategic planning.
• Serve as a key financial partner to senior business leaders, providing actionable insights into revenue drivers, cost structures, profitability, and business performance.
• Develop and enhance complex financial models to support scenario planning, M&A analysis, pricing strategies, investment decisions, and capital allocation.
• Prepare executive-level financial analyses and deliverables, including Board materials, investor presentations, performance dashboards, and management reporting.
• Provide financial and analytical support for strategic initiatives, including pricing, profitability, investment, and business case analysis.
• Analyze financial and operational performance, identify key trends and variances, and translate findings into actionable recommendations for leadership.
• Design and implement process improvements, reporting enhancements, and automation to improve FP&A accuracy and scalability.
• Partner cross-functionally to improve financial visibility, strengthen forecasting accuracy, and support data-driven decision-making.

Skills

Financial modeling

Valuation

Scenario planning

Excel proficiency

Executive communication

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Adaptive Insights

NetSuite

Power BI

Tableau

Job description

Vālenz ® Health is the platform to simplify healthcare – the destination for employers, payers, providers and members to reduce costs, improve quality, and elevate the healthcare experience. The Valenz mindset and culture of innovation combine to create a distinctly different approach to an inefficient, uninspired health system. With fully integrated solutions, Valenz engages early and often to execute across the entire patient journey – from care navigation and management to payment integrity, plan performance and provider verification. With a 99% client retention rate, we elevate expectations to a new level of efficiency, effectiveness and transparency where smarter, better, faster healthcare is possible.

Vālenz ® Health is the platform to simplify healthcare – the destination for employers, payers, providers and members to reduce costs, improve quality, and elevate the healthcare experience. The Valenz mindset and culture of innovation combine to create a distinctly different approach to an inefficient, uninspired health system. With fully integrated solutions, Valenz engages early and often to execute across the entire patient journey – from care navigation and management to payment integrity, plan performance and provider verification. With a 99% client retention rate, we elevate expectations to a new level of efficiency, effectiveness and transparency where smarter, better, faster healthcare is possible.

About Our Opportunity

As a Sr. Financial Analyst, you’ll play a key role in enterprise financial planning, forecasting, budgeting, and workforce analysis. You’ll partner with senior leaders to translate financial data into meaningful insights, assess business performance, and support strategic decision-making. Through financial modeling, reporting, and continuous process improvement, you’ll help enhance financial visibility, improve accuracy, and build scalable processes that support the organization’s continued growth.

Things You’ll Do Here:

• Lead enterprise headcount and compensation forecasting, including hiring plans, vacancies, salaries, benefits, incentives, recruiting costs, and other workforce-related expenses.
• Own end-to-end financial planning processes, including enterprise forecasting, annual budgeting, and multi-year strategic planning.
• Serve as a key financial partner to senior business leaders, providing actionable insights into revenue drivers, cost structures, profitability, and business performance.
• Develop and enhance complex financial models to support scenario planning, M&A analysis, pricing strategies, investment decisions, and capital allocation.
• Prepare executive-level financial analyses and deliverables, including Board materials, investor presentations, performance dashboards, and management reporting.
• Provide financial and analytical support for strategic initiatives, including pricing, profitability, investment, and business case analysis.
• Analyze financial and operational performance, identify key trends and variances, and translate findings into actionable recommendations for leadership.
• Design and implement process improvements, reporting enhancements, and automation to improve the accuracy, efficiency, and scalability of FP&A processes.
• Partner cross-functionally to improve financial visibility, strengthen forecasting accuracy, and support data-driven decision-making.
• Perform other duties as assigned.

Reasonable accommodation may be made to enable individuals with disabilities to perform essential duties.

What You’ll Bring to the Team:

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of progressive FP&A or corporate finance experience, ideally in a private equity-backed or high-growth healthcare company.
• Demonstrated expertise in financial modeling, valuation, and scenario planning.
• Strong proficiency in Excel with experience using financial systems such as Adaptive Insights, NetSuite, Power BI, or Tableau.
• Ability to translate complex financial concepts into clear insights for executive stakeholders.
• Proactive leader with exceptional analytical skills, intellectual curiosity, and a bias for action.

A plus if you have:

• Experience using AI-powered productivity and analytical tools (e.g., ChatGPT, Microsoft Copilot, Claude) to improve financial analysis, reporting, and workflow efficiency.
• MBA or CFA
• Experience in a private equity-backed company.

Where You’ll Work:

This is a fully remote position, and we’ll provide all the necessary equipment!

• Work Environment: You’ll need a quiet workspace that is free from distractions.
• Technology: Reliable internet connection—if you can use streaming services, you’re good to go!
• Security: Adherence to company security protocols, including the use of VPNs, secure passwords, and company-approved devices/software.
• Location: You must be US based, in a location where you can work effectively and comply with company policies such as HIPAA.

Why You'll Love Working Here

Valenz is proud to be recognized by Inc. 5000 as one of America’s fastest-growing private companies. Our team is committed to delivering on our promise to engage early and often for smarter, better, faster healthcare. With this commitment, you’ll find an engaged culture – one that stands strong, vigorous, and healthy in all we do.

Benefits

• Generously subsidized company-sponsored Medical, Dental, and Vision insurance, with access to services through our own products, Healthcare Blue Book and KISx Card.
• Spending account options: HSA, FSA, and DCFSA
• 401K with company match and immediate vesting
• Flexible working environment
• Generous Paid Time Off to include vacation, sick leave, and paid holidays
• Employee Assistance Program that includes professional counseling, referrals, and additional services
• Paid maternity and paternity leave
• Pet insurance
• Employee discounts on phone plans, car rentals and computers
• Community giveback opportunities, including paid time off for philanthropic endeavors

At Valenz, we celebrate, support, and thrive on inclusion, for the benefit of our associates, our partners, and our products. Valenz is committed to the principle of equal employment opportunity for all associates and to providing associates with a work environment free of discrimination and harassment. All employment decisions at Valenz are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, national, social, or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We will not tolerate discrimination or harassment based on any of these characteristics.