Strategic Finance Associate

Strategic Finance Analyst

Provider-Centered. Patient-Focused. Built for What Healthcare Should Be.

At Bookmark Medical, we are building a healthcare experience rooted in trust, teamwork, compassion, and continuous progress. We believe the best care happens when providers and care teams have the support, technology, and resources they need to focus on what matters mostpatients.

Our mission is simple: improve lives through high-quality continuous care. Through connected care teams, innovative tools, and collaborative culture, we are creating a healthcare experience where patients are known, supported, and never have to start over.

Whether you are caring directly for patients, supporting operations, or helping grow our organization, you will join a team that values your expertise, encourages your growth, and empowers you to make a meaningful impact every day.

If you are looking for more than just a job, if you are looking for a purpose-driven career where your work truly matters, we would love to meet you.

Key Responsibilities

Independently own financial and strategic analyses from initial question through a clear recommendation, anticipating senior leadership's questions before review.

Build models for acquisitions, affiliations, payer and value-based care arrangements, provider compensation, strategic partnerships, and market-specific growth initiatives.

Create and maintain market deep dives and analyses that support strategic planning, growth initiatives, and decision-making across the organization.

Lead analytical diligence, coordinate data requests and cross-functional inputs, identify missing information, and maintain a clear view of risks, open decisions, and next steps.

Prepare concise executive, sponsor, and board materials that connect strategy, operating requirements, economics, risks, and the requested decision.

Support transaction and contract structuring by quantifying tradeoffs, testing alternatives, and translating legal or commercial terms into financial impact.

Project-manage priority growth initiatives across Finance, Legal, Managed Care, Clinical, Analytics, Operations, and Technology, driving work to resolution without waiting for detailed direction.

Maintain enterprise pipeline and forecast reporting, including stage, probability, timing, providers and lives, investment requirements, and expected financial contribution.

Track initiatives through closing, onboarding, integration, and activation. Compare results with the approved case, explain variances, and recommend corrective action.

Performance Measures

Underwriting accuracy, model reconciliation, traceable assumptions, and sound recommendations.

Speed, completeness, and independence of executive decision support.

Early identification of material economic, operating, timing, and data risks.

Reliable pipeline reporting and value-realization tracking.

Qualifications

Bachelor's degree in finance, accounting, economics, business, or a related analytical field.

Two to four years of investment banking, private equity, corporate development, strategic finance, transaction advisory, consulting, or comparable experience.

Strong financial modeling skills, including operating cases, sensitivity analysis, return analysis, and assumption documentation.

Advanced Excel and PowerPoint skills with the ability to produce accurate analysis and concise executive materials.

Exceptional judgment, attention to detail, and ability to manage multiple live workstreams with limited oversight.

Healthcare services, physician practice, payer economics, or value-based care experience strongly preferred.

Key Relationships and Scope

The analyst owns the quality, timeliness, and completeness of the work product and is expected to operate as a trusted right hand to senior leadership. Functional leaders remain responsible for assumptions and decisions within their domains. The role must distinguish projected or signed providers and lives from implemented providers and lives that have completed onboarding and gone live, and must protect confidential transaction and provider information.

Why you'll Love Working Here We take care of our team so they can take care of patients. Benefits include:

• Medical, dental, and vision coverage
• Company funded HSA + exclusive healthcare discounts
• 401(k) with company match
• Company paid life insurance
• Flexible time off + Vacation Exchange Program
• Medical Assistant Certification Reimbursement

What We Value Trust. Ownership (Together). Compassion. Relentless Progress. These values shape how we show up for patientsand for each other. If you're ready to grow, make an impact, and be part of a connected care team, we'd love to connect. Bookmark Medical is committed to a workplace that supports and sustains inclusion and belonging. Bookmark Medical does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, age, physical or mental disability, pregnancy, childbirth or related medical conditions, military service obligations, citizenship, sexual orientation, genetic information, or any other characteristic protected by applicable local, state, or federal law.