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Company Overview
Upward Health is an in-home, multidisciplinary medical group providing 24/7 whole-person care. Our clinical team treats physical, behavioral, and social health needs when and where a patient needs help. Everyone on our teamfrom our doctors, nurses, and Care Specialists to our HR, Technology, and Business Services staffis driven by a desire to improve the lives of our patients. We are able to treat a wide range of needseverything from addressing poorly controlled blood sugar to combatting anxiety to accessing medically tailored mealsbecause we know that health requires care for the whole person. Its no wonder 98% of patients report being fully satisfied with Upward Health!
Company Overview
Upward Health is an in-home, multidisciplinary medical group providing 24/7 whole-person care. Our clinical team treats physical, behavioral, and social health needs when and where a patient needs help. Everyone on our teamfrom our doctors, nurses, and Care Specialists to our HR, Technology, and Business Services staffis driven by a desire to improve the lives of our patients. We are able to treat a wide range of needseverything from addressing poorly controlled blood sugar to combatting anxiety to accessing medically tailored mealsbecause we know that health requires care for the whole person. Its no wonder 98% of patients report being fully satisfied with Upward Health!
Job Title & Role Description
The Financial Analyst at Upward Health will support the FP&A team by maintaining financial models, assisting in forecasting and budgeting processes, and preparing data-driven reports to inform decision-making across the organization. This role will support both short-term financial operations and long-term planning, including support for our value-based care contracts. Reporting to the Manager of Financial Planning & Analysis , the Financial Analyst will work closely with teams across Finance, HR, Clinical Operations, and Business Services.
This is an excellent opportunity for a detail-oriented and driven professional with a passion for healthcare and strong analytical skills to grow within a dynamic and mission-driven organization.
Responsibilities
- Assist in preparing monthly financial reports, dashboards, and variance analyses
- Support the annual budgeting and forecasting process across departments
- Support the development of financial models, including scenario planning and sensitivity analysis
- Analyze actual vs. budget performance and identify key drivers of variance
- Assist with data validation and integrity checks across multiple financial systems and reports
- Support the preparation of presentations and visualizations for senior leadership and cross-functional teams as well as quarterly BOD reviews
- Track and report on Opex FTE budget and forecast by Department
- Work with HR to ensure FTE data (including job titles, bonus target, status and assigned Department/ Contract) is accurate in ADP
- Support Manager FP&A with the preparation of supporting documents required for monthly and quarterly covenant reporting
- Collaborate with department leaders to support financial planning and performance tracking
- Participate in the month-end close process and help reconcile financial results, including financial-close review to identify and correct mis-categorized expenses before each month is closed
- Assist with ad-hoc analysis and special projects as requested (such as heat mapping analyses)
- Proficiency in financial modeling and analysis, especially in Microsoft Excel
- Strong analytical and quantitative skills with a high attention to detail
- Ability to synthesize large datasets and identify actionable insights, especially using MS Excel (Pivot Tables and vLookups)
- Strong written and verbal communication skills
- Ability to work independently and in a team environment
- Proficiency in Microsoft PowerPoint for creating presentations and Power BI preferred
- Familiarity with budgeting, forecasting, and variance analysis
- Exposure to financial systems and databases (e.g., Sage Intacct, Athena, Salesforce) preferred
- Experience in the healthcare industry or value-based care environment preferred
- Experience with SQL for data aggregation and analysis preferred
- Analytical Thinking Uses data to identify trends, variances, and insights
- Detail-Oriented Ensures accuracy and reliability in financial models and reports
- Collaboration Works well within the FP&A team and cross-functional partners
- Initiative Seeks opportunities to improve processes and proactively address challenges
- Time Management Manages multiple tasks and deadlines effectively
- Adaptability Thrives in a fast-paced and evolving environment
- Communication Communicates financial information clearly to technical and non-technical audiences
- Financial Modeling - Skilled in maintaining and updating detailed financial models, particularly for risk-based contracts and value-based care.
- Forecasting & Budgeting Supports the planning cycle through department collaboration and data analysis
- Data Analysis Extracts and analyzes financial data to support decision-making
- Presentation Skills Prepares concise and insightful presentations for leadership
- Healthcare Finance Acumen Understands financial aspects of value-based healthcare (preferred)
- Process Improvement Identifies opportunities to streamline financial workflows
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales-
Industries
Hospitals and Health Care
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