Sage Health · 2 hours ago
Financial Analyst
United States
Full-time
Remote
Senior Level
5+ years expSage Health is a company dedicated to providing concierge primary care to seniors without the associated fees. They are seeking a Financial Analyst to support financial planning and analysis, ensuring accurate financial reporting and driving data-backed decision-making across the business.
Elder CareHealth CarePrimary and Urgent CareWellness
Responsibilities
Maintain and update financial models to support breakeven analysis, funding discussions, operating plans, and long-range financial forecasts
Assist in analyzing revenue, medical costs, and profitability. Prepare variance analysis across actuals, budget and forecast. Support financial dashboarding consolidation and related metrics
Compile and analyze performance data from Payor partners to track compliance with contractual terms. Partner with internal stakeholders to support forecasting of medical costs, STARs performance, and quality metrics
Assist in the development of annual budgets and rolling forecasts. Collaborate with department leads to gather inputs and provide analytical support on financial trends and cost drivers
Participate in efforts to streamline financial processes and improve reporting accuracy. Provide input on system enhancements and workflow improvements
Support month-end close processes including journal entries, and reconciliations
Assist in preparing internal and external financial reports with a focus on accuracy and compliance
Contribute to process improvements and implementation of financial systems/tools
Must be a strong team player—curious, analytical, and collaborative in working with internal teams and external partners
Work closely with clinical, operations, and data teams to understand the financial impact of care delivery and cost management
Support ad hoc analysis and reporting needs for leadership, investors, and external partners
Qualification
Required
Bachelor's degree in finance, Accounting, Economics, or related field (CPA or MBA a plus)
Minimum of 5 years of experience in financial analysis and FP&A in the healthcare sector, preferably in hospitals, medical groups, value-based care, or managed care
Strong analytical skills with advanced Excel formulas to develop financial models
Proficient in maneuvering multiple data sources in Excel for month-end and ad-hoc analyses
Experience with ERP/accounting software (e.g., NetSuite, QuickBooks) and FP&A tools prefer
Excellent communication and collaboration skills
Benefits
Medical, Dental and Vision benefits with generous employer provided contributions to offset per paycheck premium costs.
3 different medical plan options to provide flexibility to meet personal needs including: 2 PPO options and a CDHP plan that includes a $500/year HSA employer match
Healthcare & Dependent Care Flexible Savings Accounts (FSAs)
Access to Employee Assistance Program (EAP) for support and work-life benefits for you and your immediate family.
Employer-paid Life Insurance, Short-term and Long-term Disability benefits. Optional voluntary life insurance is also available.
A 401k retirement plan offered through Transamerica for long-term financial savings & planning.
Flexible time off including: generous PTO, 7 paid company holidays and 2 floating holidays.
Opportunities for career growth and advancement within the company.
Company
Sage Health
Sage Health is an advanced primary care and wellness provider serving Medicare Advantage members in a global capitation model.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$70M2023-03-15Private Equity· $70M
Leadership Team
John Haskell
Founder, President & CEO
Company data provided by crunchbase