Senior Financial Analyst

Overview

This role involves serving as the primary finance partner supporting a national value-based care relationship and affiliated risk-bearing facilities focused on senior healthcare. Reporting to the VP of Finance, the Senior Financial Analyst will deliver timely, decision-oriented financial reporting across Medicare Advantage Special Needs Plan products. The position requires close collaboration with Strategy, Operations, Clinical teams, and external stakeholders to drive transparency and performance accountability.

Responsibilities

• Create monthly performance reports including P&L, utilization, spend trends, and gainshare/risk results with clear storylines and recommendations.
• Manage facility-level risk agreement calculations and incentive reporting, ensuring accuracy, transparency, and timely delivery.
• Lead monthly capitation and membership reconciliation with Finance and Operations teams; investigate variances and resolve issues.
• Analyze claims, accruals, high cost/denied claims, and key cost drivers; communicate findings to both technical and non-technical partners.
• Oversee Part D funds-flow documentation including revenue sources, accrual methodology, and operational levers; support performance discussions with leadership.
• Track recoveries and recoupments; support internal and external audits; coordinate vendor data for accurate accounting and prefunding.
• Support budgeting, forecasting, and CMS deliverables such as MLR filing and Medicare Bid; collaborate with Data Operations to build and maintain reporting.
• Prepare executive-ready summaries, presentations, and key performance indicator reports; perform ad hoc financial analysis.

Requirements

• Bachelor’s degree in finance, accounting, analytics, or a related field.
• 2-5 years of relevant experience.
• Advanced Excel skills and proficiency working with large datasets and financial systems.
• Strong analytical judgment with the ability to translate complex data into clear, actionable insights.
• Excellent communication and project management skills; ability to collaborate effectively across Finance and Operations teams.

Preferred Qualifications

• Experience with Medicare Advantage or health plans, including claims, capitation, or Part D.

Location

This position supports a national healthcare organization serving senior living communities and skilled nursing facilities across multiple states.