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Financial Analyst

Role overview

Qualifications

  • Bachelor’s Degree in finance, economics, or related field
  • 2+ years of financial analysis experience
  • Strong proficiency with Excel and Microsoft Office Suite
  • Knowledge of finance, financial methods, tools, and strategies

Responsibilities

  • Develop financial models to evaluate existing and future business
  • Participate in month-end financial close and reporting
  • Create monthly, quarterly, and annual reports
  • Present financial models and findings to senior leaders/executive management

Key facts

Other skills

  • Microsoft Excel
  • Microsoft Office
  • Teamwork
  • Client Confidentiality

About the company

Tabula Rasa HealthCare logo

Tabula Rasa HealthCare

The Tabula Rasa HealthCare family of companies provide new beginnings for our clients, through innovative service models and fresh approaches to healthcare technology. Our leaders understand that to maximize patient experiences and outcomes, they must help providers to balance efficiency and scalability with safety and individualization of care.

Company details

Company typeLarge
Company size1001 - 5000

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Job description

AnewHealth is one of the nation’s leading pharmacy care management companies that specializes in caring for people with the most complex, chronic needs—wherever they call home. We enable better outcomes for patients and the healthcare organizations who support them. Established in 2023 through the combination of ExactCare and Tabula Rasa HealthCare, we provide a suite of solutions that includes comprehensive pharmacy services; full-service pharmacy benefit management; and specialized support services for Program of All-Inclusive Care for the Elderly. With over 1,400 team members, we care for more than 100,000 people across all 50 states.

Job Details

The Financial Analyst will develop revenue/expense analyses, reports, and financial presentations. They will create and analyze monthly, quarterly, and annual reports. They will also maintain that financial information is recorded accurately. The Analyst will have strong technical skills to work independently but also possess the ability to work collaboratively with other Centers of Excellence. Additionally, the Financial Analyst will present findings and recommendations to senior leadership/executive management.

Responsibilities

  • Develop financial models to evaluate existing and future business

  • Participate in month-end financial close and reporting

  • Help develop annual budget and recurring forecast updates

  • Create monthly, quarterly, and annual reports

  • Analyze, track, and report on large data sets

  • Maintain up-to-date and accurate databases by entering, verifying, and backing up data

  • Aid cost analysis processes by established policies and procedures, providing trends and forecasts

  • Present financial models and findings to senior leaders/executive management

  • Monitor and analyze the competitive environment and make comparative analyses, recommended changes in methods and materials

  • Protects ExactCare operations by maintaining confidentiality of financial information

  • Partners cross-functionally across Centers of Excellence to meet financial goals

  • Embody AnewHealth’s Core Values in all communications and interactions.

  • Other duties as assigned.

The above essential functions are representative of major duties of positions in this job classification. Specific duties and responsibilities may vary based upon departmental needs. Other duties may be assigned similar to the above consistent with knowledge, skills and abilities required for the job.  Not all of the duties may be assigned to a position.

Qualifications:  These represent the desired qualifications of the ideal candidate. They are not meant to limit consideration for candidates who do not meet all of the standards listed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

  • Bachelor’s Degree in finance, economics, or related field.

Experience

  • 2+ years of financial analysis experience

  • Preferred: Healthcare industry knowledge/experience

Skills & Abilities

  • Strong proficiency with Excel and Microsoft Office Suite in general

  • Presenting to senior leaders or executive management teams.

  • Knowledge of finance, financial methods, tools, and strategies

  • Ability to read, interpret, and draw accurate conclusions from numerical material

  • Knowledge of, and ability to use and develop, unique processes, tools, and techniques for exploring alternative financial scenarios and results

  • Knowledge of the functions, automated tools, and processes needed to oversee financial assets and liabilities across the organization

  • Ability to prepare financial statements, reports, and presentations by utilizing financial processes and tools

  • Ability to work independently and bring innovative ideas to the Finance Center of Excellence

Physical/Mental Demands: This position is administrative in nature and will present physical demands requisite to a position requiring: hearing, seeing, sitting, standing, talking, and walking. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. May be necessary to work extended hours as needed.

Schedule:  This is a full-time position with an expectation to work an average of 40 hours per week and be available outside of normal business hours to meet customer expectations on an ad-hoc basis. Schedules are set to accommodate the requirements of the position and the needs of the organization and may be adjusted as needed.

This is a remote position.

AnewHealth offers a comprehensive benefit package for full-time employees that includes medical/dental/vision, flexible spending, company-paid life insurance and short-term disability as well as voluntary benefits, 401(k), Paid Time Off and paid holidays. Medical, dental and vision coverage are effective 1st of the month following date of hire.

AnewHealth provides equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, genetic information, or veteran status, or other legally protected classification in the state in which a person is seeking employment. Applicants are encouraged to confidentially self-identify when applying. Local applicants are encouraged to apply. We maintain a drug-free work environment. Applicants must be eligible to work in this country.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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