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Covet Health is a modern, API-first Third Party Administrator (TPA) and benefits provider that uses technology and data-driven care pathways to improve healthcare delivery for employers and members. The company prioritizes transparency and precision in claims administration.
You will serve as a Financial Planning & Analysis Associate, reporting to the Chief Operating Officer. This is a high-visibility role focused on building complex financial models, managing budgeting and forecasting cycles, and translating data into actionable business insights to support strategic decision-making.
Key Responsibilities:
Financial Modeling & Forecasting: Build, maintain, and iterate on dynamic financial models to support short- and long-term business planning. Model various business scenarios (new product launches, pricing changes, market expansion) to evaluate financial impacts and guide executive strategy. Monitor and forecast cash flow, working capital, and unit economics across employer-sponsored health plans.
Strategic Planning & Budgeting: Assist in driving the annual budgeting process across all departments, ensuring alignment with corporate strategic objectives. Conduct monthly budget-to-actuals variance analysis, identifying key drivers of over/underperformance and providing recommendations to department heads.
Data Analytics & Executive Reporting: Prepare comprehensive financial reporting packages and presentation decks for the Executive Team and Board of Directors. Partner with the data team to define, track, and report on core SaaS and healthcare metrics (CAC, LTV, claims loss ratios, operational turnaround times). Help automate and streamline financial reporting workflows for real-time visibility into company performance.
Cross-Functional Business Partnering: Collaborate closely with Operations, Health Plan Administration, and Product teams to evaluate ROI of new initiatives and drive cost-containment strategies. Serve as the financial "source of truth" for ad-hoc strategic projects, evaluating new market opportunities, pricing strategies, vendor economics, and internal process improvements.
Requirements:
- 1 to 3 years of experience in investment banking or management consulting (prior exposure to healthcare, tech, or insurance sectors is a strong plus but not required)
- Bachelor's degree in Finance, Economics, Business, Accounting, or a related highly quantitative field
- Expert-level proficiency in Microsoft Excel (building three-statement models from scratch, complex logical functions, advanced data manipulation)
- Advanced proficiency in Microsoft PowerPoint for executive-level presentations
- Exposure to modern data analytics tools (SQL, Tableau, Looker) or FP&A software is a plus
- Exceptional grasp of corporate finance, accounting principles, and financial statement analysis
- Impeccable attention to detail, high degree of ownership, and ability to thrive in a fast-paced, ambiguous startup environment
- Must be a U.S. Person (lawful permanent resident, U.S. citizen, U.S. national, or individual granted refugee/asylee status)
