- Location
- Dublin, OH
- Workplace
- Hybrid
- Type
- Full-time
- Department
- Quantum Health
- Seniority
- Senior
- Education
- Master
- Visa
- Not sponsored
- Source
- Lever
Description
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.