Senior Analyst, Financial Operations & Analytics

Senior Associate, Financial Operations & Analysis

Company: Oak Street Health

Location: Treehouse (Remote)

Role

Description:

The Senior Associate supports the Senior Manager and team in preparing financial performance analysis, reporting, and support across designated regions. The role acts as a key contributor in the preparation and execution of financial tasks, supporting field and executive leadership, and contributing to strategic initiatives.

• Regional Support and Execution:
  • Assist the Senior Manager in communicating and interpreting financial results to field leaders within two assigned divisions.
  • Prepare materials for and attend recurring touch‑bases with field leadership to align on financial strategy and performance.
  • Support initiatives to research performance trends and conduct ad‑hoc financial analyses requested by Divisional Presidents, Regional Vice Presidents, and Senior Medical Directors.
  • Assist in developing and preparing new educational materials and working sessions to address learning gaps for field leaders on topics related to drivers of financial performance.
  • Support the Senior Manager as the dedicated financial SME during the onboarding process of newly hired field leaders such as RVPs.
• Center‑Level Financial Reporting & Evaluation:
  • Support the generation and preparation of center‑level financial reporting, including projections.
  • Assist in the compilation and updating of reporting, including the transition of reporting platforms in close collaboration with the FP&A team.
  • Focus on generating financial reporting and projections by center cohort.
  • Support priority center reviews by compiling reports, extracting key takeaways, and preparing executive discussion content related to market or payer contracting challenges.
  • Assist in developing pro‑forma projections as needed for priority centers.
  • Track improvement/deterioration rates for priority centers and benchmark performance against peers.
  • Assist in managing JV reporting (actuals & projections).
  • Assist with the revision and maintenance of the Drivers of Profitability model.
• Financial Reporting Enhancement Support:
  • Assist in initiatives to enhance field financial reporting templates with an emphasis on visibility into variances relative to benchmarks such as financial budgets or center J‑Curves.
  • Support the development of solutions to quickly generate center‑level patient contribution outputs from any budget or forecast model that aggregates to formal submissions, enabling assessment by center cohort.
• Ad Hoc Project Support:
  • Support the Senior Manager as a point of contact in assisting Oak Street Health's CFO, COO, on various ad‑hoc requests or program evaluations.
  • Support the Senior Manager as a point of contact for the Data Science team on project evaluations or any other team leveraging member‑level or center‑level financial data.
  • Prepare ad‑hoc KPI or financial reporting materials for leadership meetings and ad‑hoc projects/program evaluations (e.g., visit redesign initiatives).

• Bachelor’s Degree in Finance, Accounting, Economics, or a related quantitative field (preferred).

• 3-5 years of healthcare finance experience; value‑based care or Medicare Advantage experience a plus.
• Strong understanding of financial analysis, modeling, and forecasting, including experience with budget development, profitability drivers, and variance analyses.

• Technical Proficiency: Advanced skills in Microsoft Excel and proven experience with financial planning and reporting systems (e.g., Adaptive, Tableau). Familiarity with data querying/management tools such as SQL or Alteryx is a plug.
• Communication and Presentation: Strong verbal and written communication skills with the ability to translate financial results into clear, actionable insights for the team and internal stakeholders. Experience assisting in the development of educational/training materials is required.
• Teamwork and Execution: Proven ability to manage personal workload, prioritize tasks, and contribute effectively as part of a team in cross‑functional projects.
• Strategic Thinking & Problem‑Solving: Ability to…