Senior Financial Planning and Analysis Analyst

Sr Analyst, Financial Planning & Analysis

Your Future Evolves Here

Evolent Health has a bold mission to change the health of the nation by changing the way health care is delivered. Our pursuit of this mission is the driving force that brings us to work each day. We believe in embracing new ideas, challenging ourselves and failing forward. We respect and celebrate individual talents and team wins. We have fun while working hard and Evolenteers often make a difference working in everything from scrubs to jeans.

Are we growing? Absolutely and Globally. In 2021 we grew our teams by almost 50% and continue to grow even more in 2022. Are we recognized as a company you are supported by for your career and growth, and a great place to work? Definitely. Evolent Health International (Pune, India) has been certified as “Great Places to Work” in 2021. In 2020 and 2021 Evolent in the U.S. was both named Best Company for Women to Advance list by Parity.org and earned a perfect score on the Human Rights Campaign (HRC) Foundation’s Corporate Equality Index (CEI). This index is the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality.

We recognize employees that live our values, give back to our communities each year, and are champions for bringing our whole selves to work each day. If you’re looking for a place where your work can be personally and professionally rewarding, don’t just join a company with a mission. Join a mission with a company behind it.

What You’ll Be Doing:

Job Description: Senior Analyst, Strategic Finance

 

Position Overview: We are seeking a Senior Analyst for our Strategic Finance team to support the Product and Technology Business Line. This role will support the company's financial planning, forecasting, budgeting, and reporting functions. The Senior FP&A Analyst will work closely with Accounting, Procurement, and department heads to provide insights and financial analysis that drive business decisions. The ideal candidate will have experience in managing monthly accruals, accounting processes, procurement processes, and will possess strong analytical and problem-solving abilities to drive business performance.

 

Responsibilities:

 

Support the Finance team by executing key deliverables below with excellent attention to detail:

 

·         Work closely with the accounting team to ensure proper documentation and recording of accruals, journal entries, and other financial transactions (e.g., capital project codes, spend category, cost center, etc.).

• Provide financial oversight of procurement activities and ensure proper accounting treatment of purchasing and vendor transactions

• Maintain and update existing standard models (e.g., staffing, detailed budget builds, etc.)  as well as contribute to further development of those models related to new initiatives (e.g., new strategic initiatives, staff versus contractor evaluation, CapEx strategy, etc.)

• Manage the monthly accrual process, ensuring accurate recognition of expenses in accordance with accounting principles and company policies.

·         Assist with month-end and year-end closing activities to ensure timely and accurate financial reporting.

• Support monthly, quarterly, and annual reporting and budgeting cycles with KPIs, and insights tailored to Technology and Product leadership. Including: developing cost center budgets, capital planning, and project-level forecasting for Technology investments and Product initiatives.

• Track department-level performance (supporting business line leaders with monthly reports headcount, spend, variance analysis, department P&L forecasting)

• Maintain, create, automate, and improve Adaptive Insights financial models and reporting templates, focused on the evolving needs of the Technology and Product business area

• Liaise with other teams under the Finance umbrella (e.g., Accounting) to maintain accurate forecasting and partner on month-end variance analyses to better refine monthly forecasting

• Support special projects, including ROI analysis for new Technology investments, Product launches, and platform enhancements.

The Experience We Prefer:

• Chartered Accountant/CPA, CMA or Master’s degree in Business Finance or equivalent experience

• 3-5 years of experience as an Analyst or Associate in corporate finance (FP&A), investment banking, or other Finance role with financial modeling experience and ideally coming from an institution with a training / rotational / development program

• Proactive problem-solving skills with the ability to work independently

• Ability to take initiative while managing time across multiple workstreams and stakeholders

• Experience working with Accounts Payable, Accounting, and Procurement teams for invoice, Purchase Order, and accrual related items

• Extensive experience using Microsoft Excel

• Strong analytical abilities, with a track record of identifying insights from financial information and translating into business analytics and recommendations with a high level of accuracy

• Experience with ERP systems (e.g., Workday, SAP, Oracle) and FP&A tools (e.g., Hyperion, Adaptive Insights, Office Connect) is preferred.

To ensure a secure hiring process we have implemented several identity verification steps, including submission of a government issued photo ID. We conduct identity verification during interviews, and final interviews may require onsite attendance. All candidates must complete a comprehensive background check, in-person I-9 verification, and may be subject to drug screening prior to employment. The use of artificial intelligence tools during interviews is prohibited and monitored. Misrepresentation will result in immediate disqualification from consideration.

Mandatory Requirements:

Employees must have a high-speed broadband internet connection with a minimum speed of 50 Mbps and the ability to set up a wired connection to their home network to ensure effective remote work. These requirements may be updated as needed by the business.

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Evolent Health is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.

Experience Level

Senior Level