Financial Analyst

Financial Analyst

The Financial Analyst provides essential reporting and dependable analysis that reveals the inner financial mechanics of our home care business. In this capacity, the role carries broad responsibility for the precision of planning and forecasting through robust financial modeling, as well as driving performance by translating KPI trends into actionable business insights.

• Planning and forecasting.
  • Build and maintain financial models and recurring reports with precision and timeliness.
  • Support the forecast and budget process through accurate, well-organized schedules.
• KPIs and performance.
  • Conduct variance and trend analysis, developing an understanding of the underlying business drivers rather than reporting figures in isolation.
• Data integrity.
  • Gather and validate data and manage inputs to ensure analyses reconcile to source systems.
• Tools and automation.
  • Develop dashboards and reporting workflows, identifying opportunities to reduce manual effort.
• Business acumen.
  • Develop fluency in the operational drivers, KPIs, and economics of home care, including census, billable hours, utilization, and bill and pay rates.
• Communication.
  • Communicate findings clearly and escalate issues promptly.
• AI and productivity tools.
  • Apply approved AI tools and automation to improve reporting efficiency, accelerate analysis, and reduce manual effort, demonstrating willingness to adopt new technology.

Qualifications & Experience

• B.A. or B.S. in finance, accounting, economics, or a related field.
• One to three years of experience in corporate finance, FP&A, or analytics.
• Advanced proficiency in Excel and PowerPoint.
• Preferred qualifications include exposure to a multi-site services or healthcare business, experience with Planful, Workday Adaptive Planning, Power BI, or another EPM or BI platform, and experience using AI-enabled productivity, reporting, or analytical tools.

Physical Requirements

• Ability to travel approximately up to 30% of the time, lift and carry up to 15-20 pounds, sit, stand and walk for prolonged periods, and use of standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc.

Benefits

• Medical/Dental/Vision Insurance
• TouchCare VirtualCare
• Life Insurance
• Health Savings Account
• Flexible Spending Account
• 401(k) Matching
• Employee Assistance Program
• PTO Plan for Non-Exempt Employees
• Flexible PTO Plan for Exempt Employees
• Holidays and Floating Holidays
• Pet Insurance

About the Role

The Financial Analyst provides essential reporting and dependable analysis that reveals the inner financial mechanics of our home care business. In this capacity, the role carries broad responsibility for the precision of planning and forecasting through robust financial modeling, as well as driving performance by translating KPI trends into actionable business insights.

Responsibilities

• Planning and forecasting.
  • Build and maintain financial models and recurring reports with precision and timeliness.
  • Support the forecast and budget process through accurate, well-organized schedules.
• KPIs and performance.
  • Conduct variance and trend analysis, developing an understanding of the underlying business drivers rather than reporting figures in isolation.
• Data integrity.
  • Gather and validate data and manage inputs to ensure analyses reconcile to source systems.
• Tools and automation.
  • Develop dashboards and reporting workflows, identifying opportunities to reduce manual effort.
• Business acumen.
  • Develop fluency in the operational drivers, KPIs, and economics of home care, including census, billable hours, utilization, and bill and pay rates.
• Communication.
  • Communicate findings clearly and escalate issues promptly.
• AI and productivity tools.
  • Apply approved AI tools and automation to improve reporting efficiency, accelerate analysis, and reduce manual effort, demonstrating willingness to adopt new technology.

Requirements

• B.A. or B.S. in finance, accounting, economics, or a related field.
• One to three years of experience in corporate finance, FP&A, or analytics.
• Advanced proficiency in Excel and PowerPoint.
• Preferred qualifications include exposure to a multi-site services or healthcare business, experience with Planful, Workday Adaptive Planning, Power BI, or another EPM or BI platform, and experience using AI-enabled productivity, reporting, or analytical tools.

Skills

• Disciplined executor
• Strategic thinker
• Master of the fundamentals in Excel and PowerPoint
• Advanced proficiency in Excel and PowerPoint
• Experience with Planful, Workday Adaptive Planning, Power BI, or another EPM or BI platform
• Experience using AI-enabled productivity, reporting, or analytical tools

Benefits

• Medical/Dental/Vision Insurance
• TouchCare VirtualCare
• Life Insurance
• Health Savings Account
• Flexible Spending Account
• 401(k) Matching
• Employee Assistance Program
• PTO Plan for Non-Exempt Employees
• Flexible PTO Plan for Exempt Employees
• Holidays and Floating Holidays
• Pet Insurance

Pay

Competitive salary commensurate with experience.

Schedule

Full-time position with flexible scheduling to accommodate client needs.

Scientific Advisory Board

This includes guidance from our Scientific Advisory Board, made up of nine experts in brain health, aging, and geriatrics, alongside the day-to-day expertise of our clinical and care teams who bring this work to life in the home.

Equal Opportunity Employer

TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.