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Senior Financial Planning & Analysis Analyst

Accompany Health is on a mission to give low-income patients with complex needs the dignified, high-quality care they deserve but rarely receive. A primary, behavioral, and social care provider, Accompany Health walks alongside patients for their entire care journey, offering at-home and virtual care, as well as 24/7 support. Partnering with innovative payors, Accompany Health is powered by remarkable care teams, elegant technology, and a commitment to evidence-based practice. 


We build long-term relationships with our patients so they know, without question, that our team is here for them day or night, year after year. We focus on the health outcomes most important to our patients to make it clear that they lead the way.


To achieve our mission, we collaborate with community-based organizations, local providers, and health plans. Led by our empathetic care teams, guided by proven care models, and powered by our own technology, we deliver a level of service that our communities rightfully deserve but rarely receive. 


While our headquarters is in Bethesda, MD, our teams are distributed across the country.  If you’re eager to make a tangible difference in people’s lives, to help correct long-standing disparities in health care, join us. 


About the role:


As the Senior FP&A Analyst, you will be:

A critical part of our growing finance team, supporting strategic decision-making through accurate financial planning and analysis.

Collaborating with cross-functional teams, including product, engineering, clinical, and operations, to provide financial insights that drive impactful care delivery at scale.



Responsibilities will include:
  • Develop and maintain dynamic financial models, including budgeting, forecasting, and long-term financial planning.
  • Create dashboards and KPIs to monitor financial performance and support strategic initiatives.
  • Support the preparation of high-quality financial presentations for internal and external stakeholders, including serving as the key project manager for the development of the monthly executive summary for the monthly financial close, key performance indicators, budget vs actual reporting,  and profit & loss statements.
  • Collaborate with teams to perform variance analyses of financial results and provide actionable insights.
  • Support the annual budgeting process. 
  • Maintain and improve processes for financial data integrity and reporting accuracy.
  • Partner with other finance, actuarial, analytics, operational and data engineering teams to enhance decision-making capabilities through robust analytics.
  • Participate in special projects and ad hoc financial analyses as needed.


What makes you a fit for the team:
  • You bring a strategic, analytical mindset, and an ability to transform complex data into clear insights that inform decisions. You thrive in a collaborative, mission-driven environment and bring strong problem-solving and communication skills.


Desired skills and experience:
  • Required
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • 3-5  years of experience in financial planning and analysis, consulting, or related fields.
  • 3-5  years of experience within the healthcare industry, ideally with experience working for or with healthcare start-ups
  • Advanced proficiency in financial modeling and analysis using both G-Suite (e.g. Sheets, Slides) as well as the Microsoft suite of tools (e.g. Excel and PowerPoint)..
  • Strong attention to detail and organizational skills, with the ability to manage multiple projects in a fast-paced environment.
  • Exceptional communication skills to effectively collaborate with stakeholders at all levels.
  • A proactive approach to problem-solving and a commitment to continuous learning.

  • Preferred
  • Experience with data visualization tools (e.g., Tableau) and financial systems (e.g., NetSuite)


$95,000 - $115,000 a year
The base salary range for this full-time position is $95,000-$115,000 + equity + benefits.  Our salary ranges are determined by role, level, and location.  The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position.  Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.  Our talent team can share more about the specific salary range for your preferred location during the hiring process.

#LI-Remote

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For Patient Facing Roles

To keep our patients, communities and each other safe, you'll be required to comply with Accompany Health’s medical clearance requirements, including completing a TB screen and providing proof of immunity or vaccination for certain conditions. This is a condition of employment, and we make exceptions as required by law. Accommodation for religious and medical beliefs will be provided on a case by case basis.


We embrace diversity and believe it creates a healthier atmosphere:  Accompany Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

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Rahul Rajkumar
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Average salary estimate

$105000 / YEARLY (est.)
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$95000K
$115000K

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What You Should Know About Senior Financial Planning & Analysis Analyst, Accompany Health

Join Accompany Health as a Senior Financial Planning & Analysis Analyst and become an integral part of a team dedicated to reshaping healthcare for low-income patients with complex needs. At Accompany Health, we are on a mission to provide dignified, high-quality care through innovative methods, combining at-home and virtual support. In this role, you will collaborate closely with diverse teams across product, engineering, clinical, and operations to deliver financial insights that enhance our impactful care delivery. Your expertise in developing dynamic financial models, creating actionable dashboards, and performing variance analyses will help guide strategic decision-making within the organization. Imagine creating high-quality financial presentations that inform key stakeholders while maintaining a focus on continuous improvement in financial data integrity. If you have a knack for turning complex data into clear insights, thrive in a collaborative environment, and have a background in healthcare finance, this could be the perfect opportunity for you. With a competitive salary ranging from $95,000 to $115,000 plus equity and benefits, Accompany Health not only invests in its patients but also in its employees. Join us in our mission to make a tangible difference in the healthcare landscape and support our communities with the care they deserve. Let’s work together to ensure that every patient feels valued and supported from day one.

Frequently Asked Questions (FAQs) for Senior Financial Planning & Analysis Analyst Role at Accompany Health
What are the key responsibilities of a Senior Financial Planning & Analysis Analyst at Accompany Health?

As a Senior Financial Planning & Analysis Analyst at Accompany Health, you will play a pivotal role in developing and maintaining dynamic financial models for budgeting and forecasting. You’ll collaborate with cross-functional teams to provide insights that drive strategic decisions, create dashboards to monitor financial performance, and prepare comprehensive financial presentations for stakeholders. Additionally, supporting the annual budgeting process and ensuring financial data integrity will be part of your key responsibilities.

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What qualifications are needed for the Senior Financial Planning & Analysis Analyst position at Accompany Health?

To qualify for the Senior Financial Planning & Analysis Analyst position at Accompany Health, candidates should possess a Bachelor’s degree in Finance, Accounting, Economics, or a related field. Furthermore, 3-5 years of experience in financial planning and analysis or consulting, ideally within the healthcare industry, is essential. Advanced proficiency in financial modeling tools, exceptional organizational skills, and a talent for clear communication with stakeholders at all levels are also required.

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How does the Senior Financial Planning & Analysis Analyst support decision-making at Accompany Health?

The Senior Financial Planning & Analysis Analyst at Accompany Health supports decision-making by transforming complex financial data into actionable insights. By developing financial models and dashboards, conducting variance analyses, and collaborating with various teams, you’ll provide valuable information that helps shape strategic initiatives and enhance care delivery across the organization.

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What should I expect in terms of salary and benefits for the Senior Financial Planning & Analysis Analyst role at Accompany Health?

The salary for the Senior Financial Planning & Analysis Analyst role at Accompany Health ranges from $95,000 to $115,000, complemented by equity and benefits. Accompany Health emphasizes transparency in their salary structure based on role, location, and individual qualifications, making it crucial for candidates to discuss specifics with the talent team during the hiring process.

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What is the work environment like for a Senior Financial Planning & Analysis Analyst at Accompany Health?

As a Senior Financial Planning & Analysis Analyst at Accompany Health, you can expect a collaborative and mission-driven work environment. The company values diversity and fosters a culture that prioritizes problem-solving and continuous learning. With teams distributed across the country, remote work capabilities are an intrinsic part of your experience, allowing for flexibility while driving impactful financial analysis.

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Common Interview Questions for Senior Financial Planning & Analysis Analyst
Can you describe your experience with financial modeling?

When answering this question, be specific about the types of financial models you've developed and the tools you've used, such as Excel or G-Suite. Discuss any particular projects where your models influenced key decisions or strategies, emphasizing your analytical skills and attention to detail.

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How do you approach variance analysis in financial reporting?

Explain your process for conducting variance analysis, including how you identify discrepancies between budgeted and actual figures. Detail the steps you take to investigate the reasons behind these variances and how you present your findings to stakeholders.

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What tools do you use for data visualization and reporting?

Be prepared to discuss tools like Tableau or Excel that you have used for financial reporting and visualization. Highlight any specific instances where these tools helped improve understanding of financial data among teams or leadership.

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How do you ensure financial data integrity and accuracy?

Speak about the systems and processes you've implemented or adhered to for maintaining data integrity, such as regular audits or checks. Emphasize your attention to detail and proactive communication with relevant departments to resolve issues.

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Describe a time when you communicated complex financial information to a non-financial stakeholder.

Tailor your response to illustrate your ability to simplify complex data for easier understanding. Detail the scenario, your approach to communication, and the positive outcome that resulted from your successful interaction.

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What strategies do you use to manage multiple financial projects simultaneously?

Discuss your organizational skills and the tools you utilize for project management, such as digital calendars or project management software. Provide examples of how you've prioritized tasks to meet deadlines in a fast-paced environment.

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How familiar are you with healthcare financial planning?

Convey your experience within the healthcare industry and any specific financial planning you’ve carried out that relates to healthcare operations. Illustrate your understanding of the unique challenges and considerations in this field.

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What role does collaboration play in your analysis process?

Address how you engage with various teams to gather insights necessary for your financial analyses. Provide examples of successful collaborative efforts and the impact they had on decision-making.

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Can you share an example of how your analysis led to a significant business decision?

Use a specific story that highlights how your analytical work influenced a significant business choice. Focus on the impact your analysis had on the organization and how it aligned with strategic objectives.

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What steps do you take for continuous learning and skill improvement in finance?

Discuss your commitment to professional development, such as attending workshops, pursuing additional certifications, or engaging with industry publications. Highlight your proactive approach to staying updated with financial trends.

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Accompany Health is on a mission to give low-income patients with complex needs the dignified, high-quality care they deserve but rarely receive. A primary, behavioral, and social care provider, Accompany Health walks alongside patients for their ...

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Full-time, remote
DATE POSTED
January 28, 2025

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