Equality Health

Sr Financial Planning & Analysis Associate

Equality Health Scottsdale, AZ

About The Company

Equality Health, LLC is a Phoenix-based whole-health delivery system focused on transforming value-based care delivery with population specific programs that improve access, quality, and member trust. Our mission is to ensure diverse populations receive quality healthcare that improves and enriches their lives. Through an integrated technology and services platform, culturally competent provider network and personalized care model, Equality Health helps managed care plans and health systems improve outcomes for diverse populations while simultaneously making the transition to risk-based accountability.

Position Summary

The FP&A Associate will be an expert in financial planning and analysis. This individual will provide financial insights and projections to the Finance team and will be responsible for analyzing data that will be used in decision making and planning. The FP&A Associate will prepare accurate monthly financial reports, assist in the preparation of presentations that provide thoughtful analysis, identify action items, and effectively frame decisions that need to be made.

Responsibilities

  • Provide FP&A finance support to the Finance teams regarding productivity, demand planning, reporting, and financial metrics
  • Prepare budgets and forecasts, variance analyses, long-term planning, risk/opportunity assessments, and periodic/ad hoc reporting
  • Identify and understand business challenges; propose and create solutions
  • Work on corporate projects and initiatives that impact the entire organization
  • Partner with the Finance team during the close process, which includes reviewing departmental general ledgers, recording transactional activity, preparing revenue and expense accruals, and providing P&L and Cash variance explanations to budget and forecasts
  • Identify areas for revenue opportunities and cost improvements
  • Serve as Finance liaison to departments by working closely with them in understanding their business, supporting their initiatives, and general financial inquiries
  • Identify and research variances regarding forecast, budget, and prior-year expenses
  • Assist in automating the consolidated reporting process
  • Conduct necessary account and system reconciliations
  • Review financial reports, presentations, and other management reporting needs
  • Ad hoc business reporting and analysis as needed
  • Additional responsibilities as assigned

Required Education & Experience

  • Bachelor’s degree in finance, accounting, economics, or related field of study
  • Minimum four (4) years of experience working in financial planning and analysis
  • Experience working for a mature organization that has experienced high growth
  • General knowledge of accounting and financial principles
  • Data savvy; comfortable developing financial reports and metrics
  • Proficiency with web based technologies and Microsoft Office applications, especially Excel
  • Ability to successfully leverage Financial software
  • Strong interpersonal and written communication skills, with the ability to interact with various stakeholders and different levels of management
  • Superior attention to detail and ability to successfully manage multiple competing priorities
  • High level of commitment to quality work product and organizational ethics, integrity and compliance

Highly Preferred Skills, Abilities & Qualifications

  • Healthcare experience is a plus
  • Comfortable navigating through gray areas without clear solutions
  • Good time management skills

Equality Health provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
  • Seniority level

    Associate
  • Employment type

    Full-time
  • Job function

    Finance and Sales
  • Industries

    Hospitals and Health Care

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