Senior Financial Analyst

Overview

A well-established organization with nearly 20 years of experience in providing comprehensive, concierge-based care to support long-term aging at home is seeking a Senior Financial Analyst. The organization is dedicated to ensuring the dignity, safety, and independence of its clients through exceptional care services delivered across North America.

Responsibilities

• Own and manage key financial models, reporting packages, and forecasting workstreams with limited oversight.
• Deliver clear and well-substantiated variance analysis, recommending specific actions based on findings.
• Collaborate closely with business stakeholders to gather inputs, support decision-making, and rigorously test underlying assumptions.
• Support the development of business cases and investment analyses, including rate increases, utilization, and bill and pay spread.
• Build dashboards, automate recurring processes, and improve data flow using AI and analytical tools to enhance forecasting, reporting, and variance analysis.
• Identify opportunities to automate recurring work and strengthen financial infrastructure.
• Mentor and support the training of analysts and contribute to the advancement of the team’s tools and templates.

Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field.
• Three to six years of experience in corporate finance or financial planning and analysis (FP&A).
• Advanced proficiency in Excel and PowerPoint.
• Ability to travel approximately up to 30% of the time.
• Physical ability to lift and carry up to 15-20 pounds, sit, stand, and walk for prolonged periods, and use standard office equipment.

Preferred Qualifications

• MBA or relevant master’s degree.
• Experience in home care, healthcare services, or other labor-driven industries.
• Experience working within a private equity-backed organization.
• Familiarity with Planful, Workday Adaptive Planning, Power BI, and Tableau.
• Experience using AI-enabled productivity, reporting, or analytical tools.

Compensation & Benefits

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

Location

• California residents only.
• Employment contingent upon timely and accurate positive fingerprint identification as required by the California Community Care Facilities Act.
• Applicants with convictions for non-exemptible crimes, as defined by applicable state laws, will have conditional offers rescinded in compliance with legal requirements.

Equal Opportunity

The organization is an equal opportunity employer and prohibits discrimination and harassment of any kind. Employment decisions are made without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.