高级专员,战略财务
Senior Associate, Strategic Finance
我们团队致力于通过Elation这一基于云的SaaS临床平台提升医生和患者的幸福感。自成立以来,我们一直专注于打造卓越的体验,使医生能够为患者提供出色的护理,并通过持续帮助他们克服挑战来保持这一目标。我们取得了显著增长,现在正在寻找一位优秀的个人加入我们的团队,担任战略财务专员。
Elation Health正在招聘一名高级战略财务专员,该职位将向我们的高级战略财务总监汇报,并成为战略财务团队的核心成员。他们将在管理并提升公司预测、规划和报告能力方面发挥关键作用。
我们的团队高度可见,因为我们直接与公司各层级的高管和高级领导合作,以识别塑造我们战略的洞察。
如果你有严谨的细节关注能力,喜欢跨职能协作以推动战略项目完成,并能有效独立工作,那么你将适合这个职位。
岗位职责
- 负责、维护并扩展公司的运营模式
- 推动年度规划、季度和月度财务预测,并持续分析业绩以突出趋势、机会及意外差异的原因
- 与会计部门合作,开发流程以提供准确及时的管理报告输出
- 与高级领导跨职能合作,开发财务模型并提供战略洞察,帮助他们实现目标
- 准备季度董事会报告材料
- 进行临时的财务建模和分析
专业资质
- 财务、商业、经济或其他相关领域的学士学位
- 2年以上企业财务规划与分析(FP&A)经验,另2年以上投资银行、财务/会计或咨询经验优先
- 精通会计和公司财务,特别是财务建模方面
- 高度分析能力和组织能力,能够在不降低工作质量的前提下优先处理多个项目
- 使用ERP和企业财务规划工具的经验
- 使用AI工具(Claude/OpenAI)的财务用例经验
- 熟练使用Office和Google应用(Excel/Sheets、Word/Docs、PowerPoint/Slides)
- 优秀的沟通和人际交往能力
查看英文原文
Our team is committed to enhancing physician and patient quality of life through Elation, a SaaS cloud-based clinical platform. Since inception, we’ve been focused on building a delightful world-class experience that empowers physicians to deliver phenomenal care to patients and we plan to keep it that way by continuing to help them overcome challenges. We’ve enjoyed considerable growth and are now looking for an exceptional individual to join our team as a Strategic Finance Associate.
Elation Health is looking for a Senior Associate, Strategic Finance who will report to our Senior Director of Strategic Finance and be a foundational member of the Strategic Finance team. They will be instrumental in managing and improving our company’s forecasting, planning and reporting capabilities.
Our team is highly visible as we work directly with executive and senior leadership across the company to identify insights which shape our strategy.
You will be a good fit for this role if you have a rigorous attention to detail, enjoy working cross-functionally to drive strategic projects to completion, and are able to work effectively autonomously.
Role and Responsibilities
- Own, maintain and scale our company operating model
- Drive annual planning, quarterly and monthly financial forecasts, and ongoing analysis of performance to highlight trends, opportunities, and causes of unexpected variances
- Partner with accounting to develop processes to deliver accurate and timely outputs for management reporting
- Partner cross-functionally with senior leaders to develop financial models and provide strategic insights to help them achieve their goals
- Prepare quarterly reporting materials for our board
- Conduct ad hoc financial modeling and analysis
Professional Qualifications
- A bachelor’s degree in finance, business, economics, or other relevant field
- 2+ years of corporate FP&A experience, with additional 2+ years of investment banking, finance/accounting or consulting strongly preferred
- Proficiency with accounting and corporate finance, particularly with regards to financial modeling
- Highly analytical and organized, with an ability to prioritize multiple projects without compromising work quality
- Experience with ERP and corporate financial planning tools
- Experience with financial use cases for AI tools (Claude/OpenAI)
- Advanced Office and Google application skills (Excel/Sheets, Word/Docs, PowerPoint/Slides)
- Excellent communication and interpersonal skills, with proven ability to partner at all levels
Salary Range: $150,000 - $170,000
Elation welcomes individuals from all backgrounds and walks of life. Elation is proud to be an Equal Opportunity Employer and is dedicated to creating and maintaining a diverse and inclusive work environment.
We are committed to equal opportunity for all employees and applicants, and value individuals with diverse perspectives including, but not limited to: race, color, religion, sex, sexual orientation, socioeconomic status, age, gender identity or gender expression, national origin, disability or veteran status.
Elation also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and IRCA. We firmly believe a strong culture that supports a diverse and inclusive workforce allows us to achieve Elation’s mission of helping independent primary care thrive.