Senior Associate, Financial Planning & Analysis

At Habitat Health, we envision a world where older adults experience an independent and joyful aging journey in the comfort of their homes, enabled by access to comprehensive health care. Habitat Health provides personalized, coordinated clinical and social care as well as health plan coverage through the Program of All-Inclusive Care for the Elderly (“PACE”) in collaboration with our leading healthcare partners, including Kaiser Permanente. 

Habitat Health offers a fully integrated experience that brings more good days and a sense of belonging to participants and their caregivers. We build engaged, fulfilled care teams to deliver personalized care in our centers and in the home. And we support our partners with scalable solutions to meet the health care needs and costs of aging populations. 
 
Habitat Health is growing, and we’re looking for new team members who wish to join our mission of redefining aging in place. To learn more, visit https://www.habitathealth.com. 

Role Scope: 

We are looking for a Senior Associate of Financial Planning & Analysis (FP&A) to serve as a critical finance partner to the business in setting financial plans, tracking performance, and surfacing actionable insights to drive prioritization of initiatives, investment of resources, and future strategic planning and forecasting. Responsibilities for the role will include: 

• Budgeting and Forecasting: 

• 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. 

• Headcount Planning: 

• 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. 

• Financial Reporting and Analysis: 

• 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. 

• Strategic Financial Support: 

• 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. 

• Process Improvement: 

• 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. 

 

Experience that drives success in this role: 

• 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.  

 

Compensation:  

We consider an individual’s qualifications, skillset, and experience in determining