Senior Analyst II - Financial Planning & Analysis

You’re more valuable than ever – And that’s just how we’ll make you feel.

Job Summary 
The Senior Financial Analyst (SFA) is responsible for all financial reporting and variance analysis for assigned markets including preparation of quarterly Board of Director materials.  Reporting to the Director of Finance, the SFA will provide executive management support for Regional Presidents as well as manage budget/forecast related questions from internal and external stakeholders. The position will have full P&L ownership of the markets supported and will maintain existing reporting models and financial reports as well as develop additional reporting/modeling capabilities to enhance the level of analysis provided by the FP&A team to both management and operations.

Qualifications 
Education Required:  
• Bachelor’s degree in Finance or related field 

Licenses/Certifications Required:  
• None 

Work Experience Required:  
• 4+ years of experience as a Financial Analyst or related occupation. 
• 4+ years of experience engaging in financial reporting, financial data aggregation, M&A analysis, & preparation of financial variance analyses for multistate healthcare providers; & preparing financial reports in support of executive decision-making. 

Preferred Qualifications, Education, Licenses, Certifications, Experience, etc.: 
• Experience in a multi-site, multi-entity or joint venture environment 
• Prior financial services experience (investment banking, management consulting, etc.) 
• Chartered Financial Analyst (CFA) 

Knowledge, Skills, and Abilities 
• Advanced Microsoft Excel modeling and PowerPoint skills. 
• Ability to manage multiple priorities in a dynamic, fast-paced environment. 
• Advanced experience creating professional presentations for board meetings or executive reviews.

• Must be able to apply sound judgment beyond a specific set of instructions and apply knowledge to different factual situations. 
• Must be able to apply principles of critical thinking to a variety of practical and emergent situations and accurately follow standardized procedures that may call for deviations. 
• Ability to digest large amounts of data and synthesize it into high level, key talking points, be able to “tell the story;” ability to communicate complex financial concepts to non-financial stakeholders. 
• Ability to think creatively, be proactive, highly driven, self-starter. 
• Process driven, ability to understand and assess existing processes and recommend and implement changes to drive efficiencies. 
• Excellent written and verbal communication skills. 
• This role involves interaction and collaboration with other departments and requires excellent judgment and interpersonal skills.

Essential Duties and Responsibilities 
• Engage in financial reporting, data aggregation, and occasional merger & acquisition (M&A) analysis for joint venture partners. 
• Prepare annual budget and quarterly forecasts for assigned joint venture partners. 
• Prepare financial statement reporting & variance analysis across all assigned joint venture partners. 
• Prepare financial reports and analyses to support executive decision making. 
• Partner with finance leadership to understand nuanced concepts and tradeoffs within Company’s operating model. 
• Drive efficiencies and standardization in existing financial reporting and processes. 
• Assist with ad hoc financial analyses to support operations, promoting profitable and sustainable decision making.

GoHealth Core Values 
GoHealth’s Core Values, listed below, are essential functions of this position: 
• Collaboration: Takes ownership for collectively establishing productive partnerships and relationships and seek to gain joint understanding of priorities and objectives so that the greater good of the organization and those we serve is always at the forefront. 
• Innovation: Consistently uses good judgment, applying creativity to overcome obstacles and increasing effectiveness and efficiency through process and other forms of innovation. 
• Diversity & Inclusion: Fosters diversity and inclusion, to be able to better understand team members, our customers and partners.  Engages the strengths and talents of each GoHealth team member, creating an environment of involvement, respect and connection where the richness of ideas, backgrounds and perspectives are harnessed. 
• Courage & Integrity: Models and practices the highest ethical and