Senior Financial Analyst

How We Show Up for Our Patients:

As a leading provider of outcomes-driven care for individuals and communities living with chronic conditions, Somatus is helping patients across the country enjoy More Healthy Days at Home.

Care at Somatus goes beyond treatment. Through a whole‑person approach, we deliver outcomes‑driven integrated care and show up #SomatusStrong for our patients and teammates. We partner closely with health plans, health systems, and provider groups to support patients with, or at risk of developing, cardio, kidney, metabolic, or other chronic conditions.

We hire the brightest and boldest - talent driven by purpose and impact. Since our founding in 2016, our growth trajectory isn't just a milestone - it's a signal. Our leadership values culture and leads with intention as we remain dedicated to driving clinical excellence.

Does this sound like you? Keep reading.

How We'll Support You:

We offer 25+ health, growth, and wealth work perks to help teammates be the best version of themselves, including:

• Subsidized personal healthcare coverage: Medical, Dental & Vision, plus Wellness programs
• Paid Time Off: Flexible PTO
• Professional development: CEU and tuition reimbursement

How You'll Make an Impact:

The Senior Financial Analyst will be responsible for maintaining accurate and timely financial statements, including integrated 3-statement financial models (income statement, balance sheet, and cash flow), while providing key insights that support strategic decision-making across the organization. This role requires a results-driven professional with a strong understanding of GAAP principles, financial forecasting, automation and analytical best practices. The Financial Analyst will collaborate with cross-functional teams including Accounting, FP&A, and Operations to deliver impactful financial insights and maintain high-quality reporting standards.

How You'll Make an Impact:

• Perform detailed cash flow analysis and forecasting, including short-term liquidity planning and long-term cash flow projections
• Analyze and monitor the balance sheet, ensuring accuracy of accounts, identifying trends, and explaining variances
• Support the preparation of the company's P&L, cash flow statements, and balance sheet reporting
• Conduct variance analysis comparing actual results to budget, forecast, and prior periods
• Assist in the development and maintenance of financial models to support forecasting and strategic planning
• Monitor key drivers of working capital, including accounts receivable and accounts payable
• Partner with cross-functional teams to improve cash management, capital efficiency, and financial performance
• Prepare financial reports and presentations for management, highlighting trends, risks, and opportunities
• Ensure data integrity and consistency across financial systems and reporting processes

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

How You'll Strengthen Our Team:

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field.

• MBA, or 2 years of investment banking at a bulge-bracket bank, or 3-5 years of strategic consulting experience.

• 2-5 years of experience in financial analysis, corporate finance, FP&A, or related function.

• Strong experience maintaining and building integrated 3-statement financial models.

• Advanced financial modeling expertise, including automation, P&L and cash flow analysis.

• Proficient in data modeling, automation, and reporting using Power BI (semantic models, data transformation, etc.).

• Advanced proficiency in Microsoft Excel; experience with financial modeling best practices.

Familiarity with financial systems and reporting tools (e.g., Adaptive Insights, Anaplan, Oracle, SAP, or similar platforms).

• Solid understanding of GAAP accounting principles and corporate finance fundamentals.
• Proven ability to work independently and collaboratively in a fast-paced environment.
• Strong communication skills, both written and verbal, with the ability to present financial data clearly to non-financial stakeholders.
• Proficient in SQL and Excel-based coding techniques.

Preferred Qualifications:

• Experience in a high-growth or multi-entity corporate environment.

Compensation:

$100,000 to $130,000 per year

We offer competitive compensation that reflects market conditions and recognizes the skills, experience, and contributions of our team members. Compensation for the role will depend on a number of factors, including a candidate's qualifications, skills, competencies, experience, and geographic location and may fall outside of the range shown above. In addition, this position may be eligible for a discretionary performance-based bonus in accordance with the Company's applicable incentive compensation plans.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Our Commitment to Diversity:

At Somatus, we celebrate what makes us unique - our people. We believe that a culture intentionally built to foster and support our unique passions, experiences, and perspectives helps fuel us in the pursuit of our mission.

Somatus, Inc. provides equal employment opportunity to all individuals regardless of race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by law. Discrimination of any type will not be tolerated.

• Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field.

• MBA, or 2 years of investment banking at a bulge-bracket bank, or 3-5 years of strategic consulting experience.

• 2-5 years of experience in financial analysis, corporate finance, FP&A, or related function.

• Strong experience maintaining and building integrated 3-statement financial models.

• Advanced financial modeling expertise, including automation, P&L and cash flow analysis.

• Proficient in data modeling, automation, and reporting using Power BI (semantic models, data transformation, etc.).

• Advanced proficiency in Microsoft Excel; experience with financial modeling best practices.

Familiarity with financial systems and reporting tools (e.g., Adaptive Insights, Anaplan, Oracle, SAP, or similar platforms).

• Solid understanding of GAAP accounting principles and corporate finance fundamentals.
• Proven ability to work independently and collaboratively in a fast-paced environment.
• Strong communication skills, both written and verbal, with the ability to present financial data clearly to non-financial stakeholders.
• Proficient in SQL and Excel-based coding techniques.

Preferred Qualifications:

• Experience in a high-growth or multi-entity corporate environment.

Compensation:

$100,000 to $130,000 per year

We offer competitive compensation that reflects market conditions and recognizes the skills, experience, and contributions of our team members. Compensation for the role will depend on a number of factors, including a candidate's qualifications, skills, competencies, experience, and geographic location and may fall outside of the range shown above. In addition, this position may be eligible for a discretionary performance-based bonus in accordance with the Company's applicable incentive compensation plans.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The Senior Financial Analyst will be responsible for maintaining accurate and timely financial statements, including integrated 3-statement financial models (income statement, balance sheet, and cash flow), while providing key insights that support strategic decision-making across the organization. This role requires a results-driven professional with a strong understanding of GAAP principles, financial forecasting, automation and analytical best practices. The Financial Analyst will collaborate with cross-functional teams including Accounting, FP&A, and Operations to deliver impactful financial insights and maintain high-quality reporting standards.

How You'll Make an Impact:

• Perform detailed cash flow analysis and forecasting, including short-term liquidity planning and long-term cash flow projections
• Analyze and monitor the balance sheet, ensuring accuracy of accounts, identifying trends, and explaining variances
• Support the preparation of the company's P&L, cash flow statements, and balance sheet reporting
• Conduct variance analysis comparing actual results to budget, forecast, and prior periods
• Assist in the development and maintenance of financial models to support forecasting and strategic planning
• Monitor key drivers of working capital, including accounts receivable and accounts payable
• Partner with cross-functional teams to improve cash management, capital efficiency, and financial performance
• Prepare financial reports and presentations for management, highlighting trends, risks, and opportunities
• Ensure data integrity and consistency across financial systems and reporting processes

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.