Senior Financial Analyst

Cohere Health

Cohere Health

IT, Accounting & Finance
Posted on Wednesday, May 22, 2024

Company Overview:

Cohere Health is illuminating healthcare for patients, their doctors, and all those who are important in a patient’s healthcare experience, both in and out of the doctors office. Founded in August, 2019, we are obsessed with eliminating wasteful friction patients and doctors experience in areas that have nothing to do with health and treatment, particularly for diagnoses that require expensive procedures or medications. To that end, we build software that is expressly designed to ensure the appropriate plan of care is understood and expeditiously approved, so that patients and doctors can focus on health, rather than payment or administrative hassles.

Role Overview:

We are seeking a highly skilled and motivated Senior Financial Analyst to join our finance team. As a Senior Financial Analyst at Cohere Health, you will play a crucial role in shaping our financial strategies and driving our company's growth. You will be at the heart of our financial planning processes, providing critical insights and recommendations to our senior leadership team. This is an exciting opportunity to work closely with top executives and contribute to strategic decision-making in a dynamic startup environment.


  • Financial Forecasting and Planning:
    • Assist in the development and analysis of the monthly forecast and annual plan
    • Collaborate with cross-functional teams to gather relevant data and assumptions for accurate financial projections
    • Continuously refine and improve forecasting methodologies to enhance accuracy and reliability
  • Variance Analysis and Reporting:
    • Analyze financial and operational results versus forecast and plan, identifying key variances and trends
    • Investigate and explain the causes of variances, providing actionable insights and recommendations to the management team
    • Prepare and present detailed variance analysis reports to senior leadership
  • Strategic Presentation Materials:
    • Assist in the preparation of financial and strategic presentation materials for monthly/quarterly management and Board of Directors meetings
    • Craft compelling narratives that highlight financial performance, strategic initiatives, and growth opportunities
  • Financial Modeling and Analysis:
    • Develop and maintain Oracle/NetSuite Planning and Excel models to support financial forecasts and strategic initiatives
    • Maintain and become an expert in the organization’s financial systems
    • Conduct comprehensive analyses to validate existing forecasts and evaluate the financial impact of potential decisions
    • Collaborate with various departments to ensure alignment and consistency in financial modeling assumptions
  • Ad-Hoc Analyses:
    • Support the development of key performance indicators (KPIs) and track progress against targets
    • Regularly perform ad-hoc analyses as required, addressing urgent business needs and strategic questions
    • Deliver high-quality, data-driven insights to support critical financial decisions
    • Flexibly respond to changing business requirements and priorities with timely, accurate analyses


  • Bachelor's degree in a Business-related field with emphasis in Finance, Accounting, or Economics
  • 3+ years of experience with financial planning, forecasting, or modeling
  • Strong sense of ownership and accountability for work
  • Advanced Excel skills
  • Mac OS experience preferred
  • Previous experience in healthcare/healthtech preferred
  • Familiarity with Oracle/NetSuite Planning and Budgeting tools preferred
  • Familiarity with Tableau a plus
  • Strong sense of ownership and accountability for work
  • Ability to work independently and as part of a team in a fast-paced, dynamic environment
  • Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders
  • Understanding of accounting principles
  • High attention to detail and accuracy
  • Strong analytical and problem-solving abilities

We can’t wait to learn more about you and meet you at Cohere Health!

Equal Opportunity Statement:

Cohere Health is an Equal Opportunity Employer. We are committed to fostering an environment of mutual respect where equal employment opportunities are available to all. To us, it’s personal.

The salary range for this position is $85,000-95,0000 annually; as part of a total benefits package which includes health insurance, 401k and bonus. In accordance with state applicable laws, Cohere is required to provide a reasonable estimate of the compensation range for this role. Individual pay decisions are ultimately based on a number of factors, including but not limited to qualifications for the role, experience level, skillset, and internal alignment.