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Habitat Health · 1 month ago

Senior Associate, Financial Planning & Analysis

United States

Full-time

Remote

Mid, Senior Level

$110K/yr - $135K/yr

2+ years exp

Habitat Health is a company dedicated to enhancing the aging experience for older adults through comprehensive healthcare solutions. They are seeking a Senior Associate of Financial Planning & Analysis to partner with the business in financial planning, performance tracking, and providing actionable insights for strategic decision-making.

Health CareMedicalNutritionPersonal Health

Responsibilities

Support the annual budgeting and re-forecasting process in collaboration with functional and executive leadership

Analyze financial results to provide variance explanations and recommend corrective actions when necessary

Partner with leadership to plan and forecast headcount needs and organizational design, ensuring resource alignment with business growth

Monitor workforce costs and provide insights into labor efficiency and resource utilization

Partner with accounting and functional leads to execute and continuously improve standardized monthly reporting processes

Develop and maintain dashboards and other reporting tools to track key performance indicators (KPIs)

Assist in the preparation and submission of regulatory reporting packages

Prepare and submit detailed financial models, business cases, and investment analyses to inform decision-making

Surface insights into operational trends and identify opportunities for growth and cost optimization

Drive process improvements and automation within FP&A to increase efficiency and data accuracy

Collaborate cross-functionally to ensure alignment and consistency in financial processes and reporting

Qualification

Financial Planning & AnalysisBudgetingForecastingData AnalysisExcelEnterprise Financial Planning systemsProcess ImprovementStrategic Financial SupportHeadcount PlanningComfort with ambiguity

Required

2-4+ years of experience and at least 2+ years in an FP&A, corporate finance, or strategic finance role in a healthcare provider or health plan environment

Data-driven mindset with strong analytical skills to track performance metrics and drive improvements

A fundamental understanding of cash flow, its relationship to profitability and how it moves in and out of the business

Extensive knowledge of Excel; Experience with Enterprise Financial Planning systems (e.g., Netsuite, Sage Intacct)

Comfort with ambiguity and change often experienced in a startup environment

Aligns with our purpose and our values, and is excited about living those out in daily practice