Financial Analyst
About Private Health Management
Private Health Management (PHM) supports people with serious and complex medical conditions, helping them obtain the best possible medical care. We guide individuals and families to top specialists, advanced diagnostics, and personalized care. Trusted by healthcare providers and businesses, PHM offers independent, science-backed insights to help clients make informed decisions and access the best care.
About the Role
As a Financial Analyst at PHM, you will elevate our financial reporting rigor, KPI maturity, and forecasting capability during a period of rapid growth and increasing complexity. You will play a high-impact role on a lean Finance team, with strong ownership, autonomy, and visibility across leadership.
As a Financial Analyst at PHM, you will establish a consistent reporting cadence across monthly close, forecast cycles, board reporting, and KPI packages while reducing manual processes and strengthening documentation. You will also help maximize our use of our FP&A platform and improve cross-functional data integration to drive deeper financial insights and scalable processes.
What You’ll Accomplish
Support budgeting, forecasting and strategic planning activities
Identify and assist in developing streamlined processes that are scalable and effective in meeting the evolving needs of a rapid growth business
Support development and maintenance of weekly and monthly revenue, financial reporting, planning and KPI’s
Help maintain and deliver leadership-ready board and company KPI reporting packages
Create, analyze and maintain meaningful reports to various department stakeholders to drive expense visibility and improvement
Other duties and projects as requested
How You’ll Spend Your Days
Financial Reporting & Close Management
Own the monthly reporting calendar to ensure timely close, forecast, and board/KPI packages.
Maintain standardized reporting decks and processes
Budgeting & Forecasting Support
Help Prepare and manage budget and forecast inputs, model assumptions, and contribute to scenario analysis
Partner cross-functionally to improve forecast accuracy and reporting consistency
KPI Governance & Data Integration
Define and document KPI logic across systems to ensure consistency and reliability
Improve data integration across various technology systems across organization
Automation & Process Improvement
Streamline automation opportunities to reduce manual reporting
Build scalable workflows that improve reporting speed, accuracy, and repeatability
Profitability Analytics
Deliver recurring corporate and individual-level profitability reporting for leadership
What You Bring to the Table
2+ years of FP&A experience, including supporting budgeting and forecasting processes
Demonstrated ownership of month-end reporting workflows with strong checklist rigor and deadline adherence
Advanced competency in Excel (pivot tables, lookups, formulas)
Strong financial statement fluency, including accrual accounting and understanding of financial statement relationships
Strong analytical skills with high attention to detail and the ability to summarize large amounts of data
Track record of improving automation or reducing manual spreadsheet dependency
Ability to prioritize under pressure and communicate proactively with cross-functional stakeholders
Ability to be flexible and adapt quickly to shifting priorities and business needs
Read what current Team Members say about working at PHM!
Compensation
The target base salary for this position is $75,000-$90,000.
This base salary is only a part of a total compensation package that also includes: health/dental/vision benefits, annual cash incentive program, 401k with match, flexible PTO, PHM for PHM (our services for you and your dependents) and other benefits. Individual pay may vary from the target range as a number of factors including market forces, experience, location, disparities in market data and other relevant business considerations may all factor into final compensation.
Location
This is a remote role requiring that you live in and physically perform all work in the United States.
Next Steps
Private Health Management is a remote company with employees around the United States. We’re committed to providing a thoughtful, transparent interview experience and meaningful opportunities to get to know our company, mission, and wonderful teammates through fully remote interviews. If your application is selected for interviews, you’ll hear from a member of our recruiting team to schedule next steps. Interviews will also include: the hiring manager, peers, and often an executive from the department. PHM uses AI-enabled tools at certain points in the recruiting process to help identify and evaluate top talent; however, all hiring decisions are made by human reviewers.
Have a quick question about the role? Email [email protected] or simply apply here. Anticipated Pay Range$75,000—$90,000 USD
Apply Now
Private Health Management (PHM) supports people with serious and complex medical conditions, helping them obtain the best possible medical care. We guide individuals and families to top specialists, advanced diagnostics, and personalized care. Trusted by healthcare providers and businesses, PHM offers independent, science-backed insights to help clients make informed decisions and access the best care.
About the Role
As a Financial Analyst at PHM, you will elevate our financial reporting rigor, KPI maturity, and forecasting capability during a period of rapid growth and increasing complexity. You will play a high-impact role on a lean Finance team, with strong ownership, autonomy, and visibility across leadership.
As a Financial Analyst at PHM, you will establish a consistent reporting cadence across monthly close, forecast cycles, board reporting, and KPI packages while reducing manual processes and strengthening documentation. You will also help maximize our use of our FP&A platform and improve cross-functional data integration to drive deeper financial insights and scalable processes.
What You’ll Accomplish
Support budgeting, forecasting and strategic planning activities
Identify and assist in developing streamlined processes that are scalable and effective in meeting the evolving needs of a rapid growth business
Support development and maintenance of weekly and monthly revenue, financial reporting, planning and KPI’s
Help maintain and deliver leadership-ready board and company KPI reporting packages
Create, analyze and maintain meaningful reports to various department stakeholders to drive expense visibility and improvement
Other duties and projects as requested
How You’ll Spend Your Days
Financial Reporting & Close Management
Own the monthly reporting calendar to ensure timely close, forecast, and board/KPI packages.
Maintain standardized reporting decks and processes
Budgeting & Forecasting Support
Help Prepare and manage budget and forecast inputs, model assumptions, and contribute to scenario analysis
Partner cross-functionally to improve forecast accuracy and reporting consistency
KPI Governance & Data Integration
Define and document KPI logic across systems to ensure consistency and reliability
Improve data integration across various technology systems across organization
Automation & Process Improvement
Streamline automation opportunities to reduce manual reporting
Build scalable workflows that improve reporting speed, accuracy, and repeatability
Profitability Analytics
Deliver recurring corporate and individual-level profitability reporting for leadership
What You Bring to the Table
2+ years of FP&A experience, including supporting budgeting and forecasting processes
Demonstrated ownership of month-end reporting workflows with strong checklist rigor and deadline adherence
Advanced competency in Excel (pivot tables, lookups, formulas)
Strong financial statement fluency, including accrual accounting and understanding of financial statement relationships
Strong analytical skills with high attention to detail and the ability to summarize large amounts of data
Track record of improving automation or reducing manual spreadsheet dependency
Ability to prioritize under pressure and communicate proactively with cross-functional stakeholders
Ability to be flexible and adapt quickly to shifting priorities and business needs
Read what current Team Members say about working at PHM!
Compensation
The target base salary for this position is $75,000-$90,000.
This base salary is only a part of a total compensation package that also includes: health/dental/vision benefits, annual cash incentive program, 401k with match, flexible PTO, PHM for PHM (our services for you and your dependents) and other benefits. Individual pay may vary from the target range as a number of factors including market forces, experience, location, disparities in market data and other relevant business considerations may all factor into final compensation.
Location
This is a remote role requiring that you live in and physically perform all work in the United States.
Next Steps
Private Health Management is a remote company with employees around the United States. We’re committed to providing a thoughtful, transparent interview experience and meaningful opportunities to get to know our company, mission, and wonderful teammates through fully remote interviews. If your application is selected for interviews, you’ll hear from a member of our recruiting team to schedule next steps. Interviews will also include: the hiring manager, peers, and often an executive from the department. PHM uses AI-enabled tools at certain points in the recruiting process to help identify and evaluate top talent; however, all hiring decisions are made by human reviewers.
Have a quick question about the role? Email [email protected] or simply apply here. Anticipated Pay Range$75,000—$90,000 USD
Apply Now