? Apply Now! Financial Analyst
Company: Upward Health
Location: New Orleans
Posted on: November 3, 2025
|
|
|
Job Description:
Position Title: Financial Analyst 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) 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 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 Competencies 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 Upward Health Benefits Upward Health
Core Values Upward Health YouTube Channel
PIe4e165d59bcd-37156-38942089
Keywords: Upward Health, New Orleans , ? Apply Now! Financial Analyst, Accounting, Auditing , New Orleans, Louisiana
