Senior Financial Analyst

2 weeks ago

Philadelphia, United States ParetoHealth Full time
We're in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits.

The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings-and we continue to lead with a growing ecosystem of partners and world-class cost control solutions.

But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come.

Position Summary:

To deliver on the transformation of health benefit offerings for mid-sized businesses, we are expanding our financial planning and analysis capability. Specifically, this role will sit at the core of one of the fundamental parts of our business: the performance of our captive products and financial benefit delivered to our members.

We are seeking a highly motivated, independent senior financial analyst that will serve as business partner to our Chief Underwriting Officer and SVP of Underwriting, as well as provide regular counsel to the CFO and Management team as it relates to our underwriting performance, the health of our captive organizations, and opportunities to return more value for our members. This position offers a long-term growth within the organization and a high degree of leadership visibility and engagement. The Senior Analyst will report directly to the VP, Finance.

Key Responsibilities:
• Serve as business partner to senior Underwriting and Account Management leadership to drive team performance and execution
• Develop & operationalize key reporting, including real-time dashboards and monthly executive reporting to drive improved business performance
• Support creation of investor & board reporting, both on a regular cadence (board meetings) and ad hoc basis
• Lead development of reporting with carrier partners and other strategic partners
• Partner closely with the IT and Analytics teams to ensure data quality & scalability of claims & key underwriting data and Controllership to ensure consistent and accurate reporting
• Support multi-year business strategy and planning alongside VP of Finance and CFO
• Serve as a functional expert internally on underwriting process, reporting, and key data inputs and for Finance team and leadership at Pareto
• Perform ad hoc strategic finance and FP&A work, as necessary

This is a Full-Time position. Pareto Health allows for a flexible working environment, with our Finance organization is located in Philadelphia, PA.

Required Skills & Qualifications:
• Capability to work at a high level independently
• Executive presence and ability to manage senior level business partnership
• Attention to detail and high degree of accuracy
• Financial data analysis
• Ability to develop and articulate complex reporting findings; data presentation excellence
• Expert at Microsoft Excel, high proficiency at full Office suite
• Interest in or planned pursuit of actuarial certification
• Preferred proficiency with Tableau (not required)

Minimum Requirements:
• Bachelor's degree required, preferably in economics, finance, accounting, or actuarial science
• MBA preferred, though not required
• 5-8 Years of Experience in a finance or professional services environment, ideally with 4+ in FP&A business partner & reporting role
• Preferred: Experience within insurance space, experience with underwriting

Pareto Perks:

Pareto offers a competitive compensation package commensurate with skills and experience. In addition, Pareto offers a robust benefits package including Medical (100% employer paid), Dental, Vision, STD/LTD, and employer 401(k) contribution.

What We Live By:

1. Get it Done and Get it Done Right - We crank out work at higher rates and at a higher quality than our peers in the industry. Our ability to do a lot with a little is a driving force behind Pareto Health, one that's made our brand synonymous with class, quality, and extreme competence.

2. Fire in the Belly - We only make time for champions; we only consider those with an inner desire to excel and push things forward. Our team, our partners, our members-everyone in the Pareto Health universe-works hard, learns constantly, improves furiously, and does so with a fire in the belly.

3. See the Field - As you're stuck thinking about tomorrow, we're already on to thinking about next year. Pareto Health embodies a culture of anticipation, perception, and acting with intent. In one-on-ones, in meetings, at a company level, and at an industry level, we're always two steps ahead.

4. For the Greater Good - Our vision extends past the here and now. We're rowing in the same direction toward the common goal of transforming an industry. It's our accountability, teamwork, and responsibility that ensure as we're changing industry tides, we're helping them rise. Now watch as we lift all boats in the process.

Disclosures:

ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.

California Applicants: See Pareto's CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, "Pareto") collects and uses personal information submitted by employment applicants.

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