Finance Analyst, FP&A

At Collective Health, we’re transforming how employers and their people engage with their health benefits by seamlessly integrating cutting-edge technology, compassionate service, and world-class user experience design.

As the Financial Analyst, your mission is to help transform Collective Health’s Financial Planning and Analysis function. In doing so, you will closely collaborate with stakeholders who oversee the Customer Experience function. You will also play a key role in the preparation and analysis of monthly financial reports. You must be intellectually curious, detail-oriented, and able to identify solutions to complex problems (frequently with limited or incomplete data), then roll-up your sleeves to drive implementation and track your work’s impact.

What You'll Do

• Work directly with the Sr. Manager to support monthly, quarterly, and annual reporting, forecasting, and budgeting
• Enhance existing reports and develop additional recurring reports including dashboards, monthly metrics, and Board materials
• Provide ad-hoc analyses and special project support for Finance leadership
• Identify new systems, tools, and processes to scale your support
• Manage and drive key cross-functional initiatives from start to finish
• Establish oneself as a trusted partner to peers and senior leaders with an intimate understanding of stakeholder requirements to run the business as well as some understanding of the healthcare industry at large
  
  

To Be Successful In This Role, You'll Need

• Based in Lehi, UT or San Francisco, CA
• 2-4 years applicable work experience in a high growth environment preferably in technology or healthcare
• Experience with hosted planning solutions and ERP solutions. We use Adaptive Planning and Netsuite; Experience with Adaptive Planning/OfficeConnect is a plus
• Strong knowledge and deep understanding of Financial statements (IS, BS, CF)
• Expert MS excel skills - candidate should be comfortable with financial modeling and working with large amounts of data
• Ability to work effectively both independently and as part of a team
• Excellent interpersonal skills with the ability to communicate effectively both verbally and in writing
  
  

Pay Transparency Statement

This is a hybrid position based out of one of our offices: San Francisco, CA or Lehi, UT. Hybrid employees are expected to be in the office two days per week (San Francisco, CA and Lehi, UT).

The actual pay rate offered within the range will depend on factors including geographic location, qualifications, experience, and internal equity. In addition to the salary, you will be eligible for stock options and benefits like health insurance, 401k, and paid time off. Learn more about our benefits at https://jobs.collectivehealth.com/benefits/.

San Francisco, CA Pay Range

$93,750—$117,000 USD

Lehi, UT Pay Range

$75,200—$93,750 USD

Why Join Us?

• Mission-driven culture that values innovation, collaboration, and a commitment to excellence in healthcare
• Impactful projects that shape the future of our organization
• Opportunities for professional development through internal mobility opportunities, mentorship programs, and courses tailored to your interests
• Flexible work arrangements and a supportive work-life balance
  
  

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Collective Health is committed to providing support to candidates who require reasonable accommodation during the interview process. If you need assistance, please contact recruiting-accommodations@collectivehealth.com.

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