The FP&A Senior Financial Analyst will provide financial and analytical support to the enterprise leadership team to help improve business performance and drive improved financial and clinical outcomes.
The ideal will bring a background in supporting operational reporting needs, project ownership, understanding metrics, report development, analytical thinking, teamwork and a preferred 6 years of experience with a health plan or medical group in a finance/analytics/reporting capacity.
Essential Job Functions:
- Partner with internal finance teams to help prepare and consolidate monthly financial deck
- Understand and contribute to enhancement of comprehensive forecast and budget process and provide support with analytic approaches
- Maintain, enhance, and publish standardized financial reporting packages while continuously refining reporting frameworks, automation, and analytics to support business decision-making
- Leverage AI-enabled tools to identify automation opportunities, streamline reporting workflows, and drive deeper analytical insights across the FP&A function
- Develop, maintain, and continuously refine sophisticated mathematical allocation models
- Understand and keep track of KPIs on a monthly/quarterly basis in partner with different functions across the organization
- Build and work with models that contain sensitive information and share results with appropriate parties, demonstrating a high degree of discretion
- Create and maintain reports/data extracts using data source such as Workday/Adaptive platform
- Perform ad hoc analysis based on requests/needs of management in a timely manner
Other Job Functions:
- Understand, adhere to, and implement the Company’s policies and procedures.
- Provide excellent customer services skills, including consistently displaying awareness and sensitivity to the needs of internal and/or external clients. Proactively ensuring that these needs are met or exceeded.
- Take personal responsibility for personal growth including acquiring new skills, knowledge, and information.
- Engage in excellent communication which includes listening attentively and speaking professionally.
- Set and complete challenging goals.
- Demonstrate attention to detail and accuracy in work product.
Required Qualifications:
- 6+ years related work experience, preferably in a health care / managed care setting
- Strong understanding of financial statements and P&L mechanics, including Net Income and EBITDA, cost centers, and month-end close processes
- Strong MS Excel and PowerPoint skills necessary; experience with Microsoft Access, Power Query, Python, or other automation tools preferred. Financial systems knowledge, strong data analysis skills, and the ability to extract, transform, and summarize large datasets
- Excellent analytical abilities; strong verbal and written communication skills
- Ability to work under tight deadlines, manage multiple responsibilities and work independently with minimal supervision
- Preferred: Any ERP system experience (i.e. Hyperion, Essbase, SAP, Adaptive Insights, etc.). Workday system experience and Healthcare knowledge is a plus
Education:
Bachelor's Degree in Business Economics, Accounting, Finance, Mathematics, or other related field
Skills and Abilities:
Language Skills: Strong communication skills both written and verbal to work with multiple internal and external clients in a fast-paced environment Mathematical Skills: Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Reasoning Ability: Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems. Computer Skills: Ability to create and maintain documents using Microsoft Office (Excel, Outlook, PowerPoint, Word)
Location: Remote - CaliforniaPay Range: $87,000.00 - $106,600.00Salary range shown is a guideline. Individual compensation packages can vary based on factors unique to each candidate, such as skill set, experience, and qualifications.
Skills Required
- 6+ years related work experience, preferably in a health care / managed care setting
- Bachelor's Degree in Business Economics, Accounting, Finance, Mathematics, or related field
- Strong understanding of financial statements and P&L mechanics, including Net Income and EBITDA, cost centers, and month-end close processes
- Strong MS Excel skills
- Strong PowerPoint skills
- Ability to extract, transform, and summarize large datasets
- Create and maintain reports/data extracts using Workday and Adaptive platforms
- Experience building and maintaining sophisticated allocation and financial models
- Excellent analytical abilities and strong verbal and written communication skills
- Ability to work under tight deadlines, manage multiple responsibilities and work independently
- Experience with Microsoft Access
- Experience with Power Query
- Experience with Python
- Experience with other automation tools / AI-enabled tools
- Experience with ERP/financial systems (Hyperion, Essbase, SAP, Adaptive Insights)
- Workday system experience
- Healthcare industry knowledge
agilon health Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about agilon health and has not been reviewed or approved by agilon health.
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Strong & Reliable Incentives — Bonuses and stock grants are described as superior to other workplaces and part of “excellent” packages for some roles. Incentive components are credited with elevating overall compensation in certain areas.
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Leave & Time Off Breadth — Unlimited PTO, generous holidays, and occasional wellness or volunteer days are highlighted across parts of the organization. These elements create wide latitude for time away when team norms allow.
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Retirement Support — A 401(k) with a significant company match is emphasized, with some accounts noting immediate vesting. This strengthens the long-term savings value of the package.
agilon health Insights
What We Do
agilon health is transforming health care for seniors by empowering primary-care physicians to focus on the entire health of their patients. Through our platform and partnership model, agilon health is leading the nation in creating the system we need – one built on the value of care, not the volume of fees. We honor the independence of local physicians and serve as their long-term partner so they can be the physicians they trained to be. agilon is built for physicians by physicians, as the patient-physician relationship is the cornerstone of care. We allow primary care physicians to take the long view of their relationships with patients, and to be confident in the long-term financial viability of their own practices. We do this through a Total Care Model that maintains the independence of physicians; unites them in a network of like-minded leaders; and integrates all of the components of a global risk business model into a single platform.
