Senior Financial Analyst

Company Overview

Cohere Health is a fast-growing clinical intelligence company that’s improving lives at scale by promoting the best patient-specific care options, using leading edge AI combined with deep clinical expertise. In only four years our solutions have been adopted by health insurance plans covering over 15 million people, while our revenues and company size have quadrupled. That growth combined with capital raises totaling $106M positions us extremely well for continued success. Our awards include: 2023 and 2024 BuiltIn Best Place to Work, Top 5 LinkedIn™ Startup, TripleTree iAward, multiple KLAS Research Points of Light, along with recognition on Fierce Healthcare's Fierce 15 and CB Insights' Digital Health 150 lists.

Role Overview

We are seeking a highly skilled and motivated Senior Financial Analyst to join our finance team. As a Senior Financial Analyst at Cohere Health, you will play a crucial role in shaping our financial strategies and driving our company's growth. You will be at the heart of our financial planning processes, providing critical insights and recommendations to our senior leadership team. This is an exciting opportunity to work closely with top executives and contribute to strategic decision-making in a dynamic startup environment.

Responsibilities

• Financial Forecasting and Planning:
• Assist in the development and analysis of the monthly forecast and annual plan
• Collaborate with cross-functional teams to gather relevant data and assumptions for accurate financial projections
• Continuously refine and improve forecasting methodologies to enhance accuracy and reliability
• Variance Analysis and Reporting:
• Analyze financial and operational results versus forecast and plan, identifying key variances and trends
• Investigate and explain the causes of variances, providing actionable insights and recommendations to the management team
• Prepare and present detailed variance analysis reports to senior leadership
• Strategic Presentation Materials:
• Assist in the preparation of financial and strategic presentation materials for monthly/quarterly management and Board of Directors meetings
• Craft compelling narratives that highlight financial performance, strategic initiatives, and growth opportunities
• Financial Modeling and Analysis:
• Develop and maintain Oracle/NetSuite Planning and Excel models to support financial forecasts and strategic initiatives
• Maintain and become an expert in the organization’s financial systems
• Conduct comprehensive analyses to validate existing forecasts and evaluate the financial impact of potential decisions
• Collaborate with various departments to ensure alignment and consistency in financial modeling assumptions
• Ad-Hoc Analyses:
• Support the development of key performance indicators (KPIs) and track progress against targets
• Regularly perform ad-hoc analyses as required, addressing urgent business needs and strategic questions
• Deliver high-quality, data-driven insights to support critical financial decisions
• Flexibly respond to changing business requirements and priorities with timely, accurate analyses
  

Requirements

• Bachelor's degree in a Business-related field with emphasis in Finance, Accounting, or Economics
• 3+ years of experience with financial planning, forecasting, or modeling
• Strong sense of ownership and accountability for work
• Advanced Excel skills
• Mac OS experience preferred
• Previous experience in healthcare/healthtech preferred
• Familiarity with Oracle/NetSuite Planning and Budgeting tools preferred
• Familiarity with Tableau a plus
• Strong sense of ownership and accountability for work
• Ability to work independently and as part of a team in a fast-paced, dynamic environment
• Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders
• Understanding of accounting principles
• High attention to detail and accuracy
• Strong analytical and problem-solving abilities
  
  

We can’t wait to learn more about you and meet you at Cohere Health!

Equal Opportunity Statement

Cohere Health is an Equal Opportunity Employer. We are committed to fostering an environment of mutual respect where equal employment opportunities are available to all. To us, it’s personal.

The salary range for this position is $85,000-95,0000 annually; as part of a total benefits package which includes health insurance, 401k and bonus. In accordance with state applicable laws, Cohere is required to provide a reasonable estimate of the compensation range for this role. Individual pay decisions are ultimately based on a number of factors, including but not limited to qualifications for the role, experience level, skillset, and internal alignment.

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