Objectives of this Role
- Identify new metrics to drive business performance relative to strategic priorities while minimizing risk.
- Drive value within the business through margin enhancement, lowering costs and driving operational efficiencies.
- Execute accurate reporting, enabling yourself to analyze options and make financial recommendations.
- Provide insight into business performance against competitor and industry trends.
- Manage relationships with operations leaders, customers, and finance colleagues.
Daily and Monthly Responsibilities
- Complete in-depth analysis including; actual results vs. forecast/budget and historical results, monthly forecast vs. previous forecast/budget.
- Identify financial risks and opportunities associated with budget/forecast.
- Prepare weekly/monthly financial reporting package including key metrics for senior leadership.
- Communicate financial results and monthly forecast changes to senior leadership.
- Assists in the development of long-range plans to achieve objectives for growth and profitability.
- Analyze and query large data sets to identify trends and key business indicators.
- Conduct analytics; prepare queries, create metrics and validate assumptions to measure effectiveness and efficiency of operations.
- May support areas such as: Product Development, Pricing, Account Management, and/or Sales Operations through ad-hoc analysis, as needed.
- 3+ years of related experience, preferred.
- Bachelor’s degree in finance or accounting, required. Master’s degree is a plus.
- Experience in managed care or healthcare required.
- Working knowledge of capitated/risk-based contracting, provider network structures, and healthcare financial models strongly preferred.
- Hands-on experience querying large datasets using SQL (Snowflake preferred) and leveraging tools like Python or Tableau to automate analysis and deliver insights.
- Experience with financial planning software.
- Ability to work on problems of diverse scope; where analysis of data requires evaluation of a wide variety of factors.
- Demonstrates good judgment in selecting methods and techniques for obtaining solutions.
- Ability to develop relationships with operations leadership.
- Normally receives little instruction on day-to-day work, general instructions on new assignments.
- Personal integrity with the ability to keep client and company confidences.
- Comfort with the cyclicality of the role and the peaks and valleys of the workload, particularly around the quarter-end close.
- Proficient in Microsoft Office applications.
Location: We are ideally looking for someone who lives in the Franklin/Nashville area who would be interested in working from our Franklin office occasionally.