Upward Health
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 team—from our doctors, nurses, and Care Specialists to our HR, Technology, and Business Services staff—is driven by a desire to improve the lives of our patients. We are able to treat a wide range of needs—everything from addressing poorly controlled blood sugar to combatting anxiety to accessing medically tailored meals—because we know that health requires care for the whole person. It’s 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, ClinicalOperations, 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)
Skills Required
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
Key Behaviors Analytical Thinking:
Uses data to identify trends, variances, and insights
Detail-Oriented:
Ensures accuracy and reliability in financial models and reports
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
Thrives in a fast-paced and evolving environment
Communication:
Communicates financial information clearly to technical and non-technical audiences
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
#J-18808-Ljbffr
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, ClinicalOperations, 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)
Skills Required
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
Key Behaviors Analytical Thinking:
Uses data to identify trends, variances, and insights
Detail-Oriented:
Ensures accuracy and reliability in financial models and reports
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
Thrives in a fast-paced and evolving environment
Communication:
Communicates financial information clearly to technical and non-technical audiences
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
#J-18808-Ljbffr