Job Description

Job Description

Job Description

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.

Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future.

Position Summary:

ParetoHealth is seeking a detail-oriented and analytical Financial Planning & Reporting Analyst to join our growing Finance team. This role will support the financial reporting & planning functions, playing a key role in budgeting, forecasting, and investor reporting, reporting to Senior Financial Reporting Manager. This is a great opportunity for an early-career finance professional looking to deepen their experience in a dynamic, high-growth environment.

Key Responsibilities:

Financial Planning & Analysis:

• Support the development of the annual operating plan and monthly forecasts across all departments
• Perform variance analysis of actuals versus budget/forecast and provide insights on business performance
• Partner with functional leaders to understand cost drivers and help identify efficiencies and risks

Corporate Reporting:

• Prepare monthly, quarterly, and ad hoc reporting packages for management and investors
• Assist in the preparation of board materials, investor updates, and performance commentaries
• Maintain and improve reporting templates and standard processes for timely and accurate outputs

Data Management & Tools:

• Own data integrity and consistency across financial models, planning systems, and reporting files
• Work with Accounting, People, and other cross-functional teams to reconcile financial data and ensure accurate reporting
• Contribute to automation and improvement of FP&A processes, tools, and templates

Ad Hoc Projects:

• Support Sales Commission Modeling and other projects to support Accounting & Payroll
• Assist in financial modeling for special projects, such as new initiatives and strategic investments
• Support the implementation of new planning/reporting systems and process improvements

Required Skills & Experience:

• Bachelor's degree in Finance, Accounting, Economics, or other related field
• At least 2 year's experience in financial reporting, financial planning, investment banking, or other similar role
• Strong technical capability with in finance & accounting tools (i.e., Excel), with preference for BI experience (e.g., Tableau, Power BI) and Financial Planning Tools (e.g., Adaptive Insights, Anaplan)
• Excellent attention-to-detail and analytical capabilities, with ability to spot potential opportunities or challenges in data & reporting
• Strong project management & coordination experience
• Clear & effective communication & collaboration style, with business partners from multiple functions & teams

We are guided by our values:

Fire in the belly

The drive to learn, to improve, and to deliver outstanding value every day.

See the field

The ability to see the big picture and prepare to meet tomorrow's needs.

Get it done right

The passion to produce at higher rates and to the highest standards.

For the greater good

A united community creating better health benefit solutions for all.

Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information. We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address. 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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