Sr. Financial Analyst - FP&A

Vālenz ® Health is the platform to simplify healthcare – the destination for employers, payers, providers and members to reduce costs, improve quality, and elevate the healthcare experience. The Valenz mindset and culture of innovation combine to create a distinctly different approach to an inefficient, uninspired health system. With fully integrated solutions, Valenz engages early and often to execute across the entire patient journey – from care navigation and management to payment integrity, plan performance and provider verification.

With a 99% client retention rate, we elevate expectations to a new level of efficiency, effectiveness and transparency where smarter, better, faster healthcare is possible.

Vālenz ® Health is the platform to simplify healthcare – the destination for employers, payers, providers and members to reduce costs, improve quality, and elevate the healthcare experience. The Valenz mindset and culture of innovation combine to create a distinctly different approach to an inefficient, uninspired health system. With fully integrated solutions, Valenz engages early and often to execute across the entire patient journey – from care navigation and management to payment integrity, plan performance and provider verification.

With a 99% client retention rate, we elevate expectations to a new level of efficiency, effectiveness and transparency where smarter, better, faster healthcare is possible.

As a Sr. Financial Analyst, you’ll play a key role in enterprise financial planning, forecasting, budgeting, and workforce analysis. You’ll partner with senior leaders to translate financial data into meaningful insights, assess business performance, and support strategic decision-making. Through financial modeling, reporting, and continuous process improvement, you’ll help enhance financial visibility, improve accuracy, and build scalable processes that support the organization’s continued growth.

• Lead enterprise headcount and compensation forecasting, including hiring plans, vacancies, salaries, benefits, incentives, recruiting costs, and other workforce-related expenses.
• Own end-to-end financial planning processes, including enterprise forecasting, annual budgeting, and multi-year strategic planning.
• Serve as a key financial partner to senior business leaders, providing actionable insights into revenue drivers, cost structures, profitability, and business performance.
• Develop and enhance complex financial models to support scenario planning, M&A analysis, pricing strategies, investment decisions, and capital allocation.
• Prepare executive-level financial analyses and deliverables, including Board materials, investor presentations, performance dashboards, and management reporting.
• Provide financial and analytical support for strategic initiatives, including pricing, profitability, investment, and business case analysis.
• Analyze financial and operational performance, identify key trends and variances, and translate findings into actionable recommendations for leadership.
• Design and implement process improvements, reporting enhancements, and automation to improve the accuracy, efficiency, and scalability of FP&A processes.
• Partner cross-functionally to improve financial visibility, strengthen forecasting accuracy, and support data-driven decision-making.
• Perform other duties as assigned.

Reasonable accommodation may be made to enable individuals with disabilities to perform essential duties.

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of progressive FP&A or corporate finance experience, ideally in a private equity-backed or high-growth healthcare company.
• Demonstrated expertise in…