Sr. Financial Analyst - FP&A
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