Senior Financial Analyst

Who we are Founded in 1999 and headquartered in Central Ohio, we’re a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we’re on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost – that’s why we call ourselves Healthcare Warriors®. We’re committed to building diverse and inclusive teams – more than 2,000 of us and counting – so if you’re excited about this position, we encourage you to apply – even if your experience doesn’t match every requirement. Senior Financial Analyst THE OPPORTUNITY The best financial analysts don’t just report the numbers. They understand what’s driving them, what they mean for the business, and what leaders should do next. As a Senior Financial Analyst at Quantum Health, you’ll play a highly visible role within FP&A, partnering with leaders across the organization to turn financial and operational performance into better business decisions. You’ll help lead budgeting and forecasting, analyze performance, build financial models, support long-range planning, and create reporting for senior leadership, our Board of Directors, private equity sponsors, and lenders. If you’re someone who loves digging into the numbers, finding the story behind them, and helping business leaders make smarter decisions, we’d love to meet you. WHERE YOU’LL WORK This position is hybrid from our Dublin, Ohio campus. WHAT YOU’LL MAKE HAPPEN - Own the forecast. Coordinate budgeting and reforecasting for assigned business areas, partnering with leaders to understand assumptions, business drivers, risks, and opportunities. - Tell the story behind performance. Analyze monthly budget-to-actual results, identify meaningful variances, and turn the numbers into clear insights and recommendations. - Be a trusted finance partner. Build strong relationships with functional leaders and help them understand the financial implications of business decisions. - Build models that drive decisions. Develop and maintain financial models supporting business cases, product profitability, strategic initiatives, scenario planning, and multi-year forecasts. - Support executive decision-making. Prepare clear, concise financial reporting and presentations for senior management and the Board of Directors. - Support external reporting. Help manage corporate-level financial reporting and analysis for private equity sponsors, lenders, and other external stakeholders. - Connect financial and operational performance. Identify the underlying drivers behind results and recommend practical actions that improve performance. - Jump into the important work. Partner across Finance and Accounting on special analyses, planning initiatives, and other high-priority projects. OUR MUST-HAVES You don’t need to check every possible finance box, but these are the capabilities that matter most for this position: - A bachelor’s degree in Finance, Accounting, Business, Economics, or a related discipline. - 5–7+ years of progressive FP&A, corporate finance, or closely related experience. - Hands-on experience with annual budgeting, forecasting/reforecasting, variance analysis, and financial planning. - Strong financial modeling skills, including experience developing business cases, multi-year forecasts, scenario analyses, or product/business profitability models. - Strong understanding of financial statements and the accounting concepts necessary to support P&L and financial-statement forecasting. - Advanced Excel capabilities and the ability to work confidently with complex financial models and large datasets. - Experience partnering directly with department leaders or senior business stakeholders and translating financial analysis into actionable recommendations. - Excellent analytical judgment with the ability to move beyond “What happened?” to “Why did it happen, what does it mean, and what should we do next?” - Strong communication and presentation skills, including the ability to simplify complex financial information for executive audiences. - Strategic mindset, ability to understand information quickly and communication effectively with leaders. - Ability to know your audience and communicate based on their goals and needs. NICE TO HAVES These aren’t required, but they can help you stand out: - Experience with Workday Adaptive Planning or another enterprise FP&A platform such as Anaplan, Oracle EPM/Hyperion, Planful, or OneStream. - We use Sage Intact, Workday Adaptive Planning - Experience within a private-equity-backed organization, including exposure to sponsor or lender reporting. - Experience preparing financial materials for a Board of Directors, investors, lenders, or other executive stakeholders. - Experience with product profitability, unit economics, pricing, or value-creation analysis. - Experience in healthcare, health-tech, insurance, or another complex service environment. - An MBA, CPA, CMA, or other relevant advanced degree or finance/accounting credential. - AI and LLM usability, good prompting understanding and creation capabilities (Claude) WHAT’S IN IT FOR YOU - Compensation: Competitive base pay, incentive plans, and employee referral bonuses. - Coverage: Health, vision, and dental, plus life insurance, legal and identity protection, adoption assistance, EAP resources, CirrusMD services, and more. - Retirement: 401(k) with up to a 4% employer match and full vesting from day one. - Balance: PTO, seven paid holidays, parental leave, volunteer days, paid sabbaticals, and more. - Development: Up to $5,250 annually in tuition reimbursement, certification and continuing education support, paid training, and leadership development. - Culture: A people-first environment where Finance has a real seat at the table and helps influence how the business operates and grows. READY TO TURN NUMBERS INTO BETTER DECISIONS? Here’s what you can expect from our hiring process: Application → Assessment (if needed) → Interviews → Offer → Background Check → Start Your Career! A FEW THINGS TO KNOW Current Associates: Already part of the Quantum Health team? Apply internally through Lever. Diversity, Equity & Inclusion: Quantum Health welcomes everyone. We value different backgrounds, perspectives, and experiences and are proud to be an equal opportunity employer. Agencies: Quantum Health does not accept unsolicited resumes or outreach from third parties. A signed MSA and approval from Talent Acquisition to submit candidates for a specific requisition are required for third-party submissions to be eligible for payment. Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing basis without requiring sponsorship. Data & Ethics: We expect every associate to act with accountability and integrity, follow Quantum Health policies and values, and protect the sensitive information entrusted to us. What’s in it for you: - Compensation: Competitive base and incentive compensation - Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more. - Retirement: 401(k) plan with up to 4% employer match and full vesting on day one. - Balance: Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more. - Development: Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development. - Culture: Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision. - Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more! What you should know: - Internal Associates: Already a Healthcare Warrior? Apply internally through Lever - Process: Application > Recruiter Video Interview > Online Assessment(s) > Interview(s) > Offer > Background Check. - Diversity, Equity and Inclusion: Quantum Health welcomes everyone. We value our diverse team and suppliers, we’re committed to empowering our ERGs, and we’re proud to be an equal opportunity employer . - Tobacco-Free Campus: To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds. - Compensation Ranges: Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate’s unique combination of experience and qualifications related to the position. - Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship. - Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party. Reasonable Accommodation: Should you require reasonable accommodation(s) to participate in the application/interview/selection process, or in order to complete the essential duties of the position upon acceptance of a job offer, click here to submit a recruitment accommodation request. Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of Quantum Health will only contact you from an email address ending in @quantum-health.com. Quantum Health will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General. California Employee and Job Applicant Notice of Collection of Personal Information: If you are a California resident, Quantum Health may collect personal information in connection with your application for employment and, if hired, during the course of your employment. The categories of personal information collected and the purposes for which that information is used are described in our California Employee and Job Applicant Notice of Collection of Personal Information. Please review the notice here: California Employee and Job Applicant Notice Use of Technology Notice: Quantum Health and its authorized service providers may contact applicants by email, phone, and text message about their application and related employment opportunities. Text messages may cover application status, interview invitations, and reminders, and applicants will have the option to opt out at any time. Message frequency varies. Message and data rates may apply. Quantum Health uses AI-assisted recruiting technology to support communication, scheduling, and candidate evaluation, including tools that may review application materials and analyze recorded interviews. These tools assist our recruiting team; final employment decisions are made by human reviewers. Applicants who will be interviewed using these tools receive advance notice describing the technology and what it evaluates, are asked for permission before the interview is recorded or analyzed, and may request deletion of their recording.