What are the responsibilities and job description for the Senior Financial Analyst position at Valenz?
Valenz® Health simplifies the complexities of self-insurance for employers through a steadfast commitment to data transparency and decision enablement powered by its Healthcare Ecosystem Optimization Platform. Offering a strong foundation with deep roots in clinical and member advocacy, alongside decades of expertise in claim reimbursement and payment validity, integrity, and accuracy, as well as a suite of risk affinity solutions, Valenz optimizes healthcare for the provider, payer, plan, and member. By establishing “true transparency” and offering data-driven solutions that improve cost, quality, and outcomes for employers and their members, Valenz engages early and often for smarter, better, faster healthcare.
As a Senior Financial Analyst at Vālenz, you will play a crucial role in providing insightful financial analysis and strategic guidance to support the company's growth objectives. You will be responsible for analyzing financial data, developing forecasts, identifying trends, and providing actionable recommendations to senior leadership. This position requires strong analytical skills, attention to detail, and the ability to communicate complex financial information effectively.`
Things You’ll Do Here:
- Financial Planning and Forecasting
- Develop and maintain comprehensive financial models to forecast company performance.
- Assist with the annual budgeting process, working closely with department heads to align financial plans with organizational goals.
- Financial Analysis and Reporting
- Provide insightful analysis of financial results, including variance analysis and key performance indicators (KPIs), to senior management and key stakeholders.
- Craft and enhance visibility of relevant KPIs necessary to measure business performance.
- Prepare monthly, quarterly, and annual financial reports for senior management, highlighting key performance indicators and variances highlighting trends, risks, and opportunities.
- Perform ad-hoc analysis to support special projects and business decisions.
- Strategic Planning and Decision Support:
- Collaborate cross-functionally to evaluate new business opportunities, assess financial implications, and provide recommendations to senior leadership.
- Partner with business unit leaders to develop financial strategies that drive growth, optimize resources, and maximize profitability.
- Identify areas for cost optimization, efficiency improvements, and revenue enhancement through data-driven analysis and financial modeling.
- Establish best practices, standardize processes, and implement tools to streamline FP&A operations and improve efficiency
What You’ll Bring to the Team:
- Bachelor’s degree in Finance, Accounting, or related field.
- 3 years of experience in a Financial Analyst role with an FP&A focus.
- Proficient in financial modeling, forecasting, and variance analysis.
- Excellent analytical and problem-solving skills, with the ability to translate complex data into actionable insights.
- Advanced proficiency in Microsoft Excel and financial management software (e.g., NetSuite, Hyperion, PowerBI, Tableau).
- Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
- Detail-oriented with a commitment to accuracy and data integrity.
- Team player with a collaborative mindset and strong interpersonal skills.
- Industry experience: Private company, health insurance, healthcare solutions, or similar.
Where You’ll Work
This is a remote role.
Why You Will Love Working Here
We offer employee perks that go beyond standard benefits and compensation packages – see below!
At Valenz, our team is committed to delivering on our promise to engage early and often for smarter, better, faster healthcare. We want everyone engaged within our ecosystem to be strong, vigorous, and healthy. You’ll find limitless growth opportunities as we grow together. If you're ready to utilize your skills and passion to make a significant impact in the healthcare self-funded space, Valenz might be the perfect place for you!
Perks and Benefits
- Generously subsidized company-sponsored Medical, Dental, and Vision insurance.
- 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, and Paid Holidays.
- Paid maternity and paternity leave.
- 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.
