Financial Analyst

About Private Health Management 

Private Health Management (PHM) supports people with serious and complex medical conditions, helping them obtain the best possible medical care. We guide individuals and families to top specialists, advanced diagnostics, and personalized care. Trusted by healthcare providers and businesses, PHM offers independent, science-backed insights to help clients make informed decisions and access the best care.  

 

About the Role 

As a Financial Analyst at PHM, you will elevate our financial reporting rigor, KPI maturity, and forecasting capability during a period of rapid growth and increasing complexity. You will play a high-impact role on a lean Finance team, with strong ownership, autonomy, and visibility across leadership. 

As a Financial Analyst at PHM, you will establish a consistent reporting cadence across monthly close, forecast cycles, board reporting, and KPI packages while reducing manual processes and strengthening documentation. You will also help maximize our use of our FP&A platform and improve cross-functional data integration to drive deeper financial insights and scalable processes. 

 

What You’ll Accomplish 

• Support budgeting, forecasting and strategic planning activities 

• Identify and assist in developing streamlined processes that are scalable and effective in meeting the evolving needs of a rapid growth business 

• Support development and maintenance of weekly and monthly revenue, financial reporting, planning and KPI’s 

• Help maintain and deliver leadership-ready board and company KPI reporting packages  

• Create, analyze and maintain meaningful reports to various department stakeholders to drive expense visibility and improvement 

• Other duties and projects as requested 

 

How You’ll Spend Your Days 

Financial Reporting & Close Management 

• Own the monthly reporting calendar to ensure timely close, forecast, and board/KPI packages. 

• Maintain standardized reporting decks and processes 

Budgeting & Forecasting Support 

• Help Prepare and manage budget and forecast inputs, model assumptions, and contribute to scenario analysis 

• Partner cross-functionally to improve forecast accuracy and reporting consistency 

KPI Governance & Data Integration 

• Define and document KPI logic across systems to ensure consistency and reliability 

• Improve data integration across various technology systems across organization  

Automation & Process Improvement 

• Streamline automation opportunities to reduce manual reporting 

• Build scalable workflows that improve reporting speed, accuracy, and repeatability 

Profitability Analytics 

• Deliver recurring corporate and individual-level profitability reporting for leadership 

 

What You Bring to the Table 

• 2+ years of FP&A experience, including supporting budgeting and forecasting processes 

• Demonstrated ownership of month-end reporting workflows with strong checklist rigor and deadline adherence 

• Advanced competency in Excel (pivot tables, lookups, formulas) 

• Strong financial statement fluency, including accrual accounting and understanding of financial statement relationships 

• Strong analytical skills with high attention to detail and the ability to summarize large amounts of data 

• Track record of improving automa