Financial Analyst

Overview

This role involves providing essential financial reporting and analysis to support a home care business focused on enabling older adults to age safely and independently at home. The Financial Analyst will be responsible for accurate planning, forecasting, and financial modeling, as well as translating key performance indicators (KPIs) into actionable business insights. The position requires maintaining data integrity, developing operational fluency in core business drivers, and leveraging automation and AI tools to improve efficiency.

Responsibilities

• Build and maintain financial models and recurring reports with precision and timeliness.
• Support forecasting and budgeting processes through accurate and well-organized schedules.
• Conduct variance and trend analysis to understand underlying business drivers.
• Gather, validate, and manage data inputs to ensure reconciliation with source systems.
• Develop dashboards and reporting workflows to reduce manual effort.
• Gain fluency in operational drivers and KPIs such as census, billable hours, utilization, and billing/pay rates.
• Communicate financial findings clearly and escalate issues promptly.
• Apply approved AI and automation tools to improve reporting efficiency and accelerate analysis.

Qualifications & Experience

• Bachelor’s degree in finance, accounting, economics, or a related field.
• One to three years of experience in corporate finance, financial planning & analysis (FP&A), or analytics.
• Advanced proficiency in Excel and PowerPoint.

Preferred Qualifications

• Experience in a multi-site services or healthcare business.
• Familiarity with Planful, Workday Adaptive Planning, Power BI, or other enterprise performance management (EPM) or business intelligence (BI) platforms.
• Experience using AI-enabled productivity, reporting, or analytical tools.

Physical Requirements

• Ability to travel up to approximately 30% of the time.
• Ability to lift and carry 15-20 pounds.
• Ability to sit, stand, and walk for prolonged periods.
• Proficiency with standard office equipment such as computers, telephones, and photocopiers.

Compensation & Benefits

• Medical, dental, and vision insurance.
• Virtual care services.
• Life insurance.
• Health Savings Account (HSA) and Flexible Spending Account (FSA).
• 401(k) matching.
• Employee Assistance Program.
• Paid time off (PTO) plans for exempt and non-exempt employees.
• Holidays and floating holidays.
• Pet insurance.

Location & Legal Requirements

• This position is open to California residents only.
• Employment is contingent upon timely and accurate positive fingerprint identification as required by the California Community Care Facilities Act.
• Applicants convicted of non-exemptible crimes under California law will have conditional offers rescinded in compliance with applicable state and local laws.