Senior Financial Analyst

About Altais:

At Altais, we’re on a mission to improve the healthcare experience for everyone—starting with the people who deliver it. We believe physicians should spend more time with patients and less time on administrative tasks. Through smarter technology, purpose-built tools, and a team-based model of care, we help doctors do what they do best: care for people.

Altais includes a network of physician-led organizations across California, including Brown & Toland Physicians, Altais Medical Group Riverside, and Family Care Specialists. Together, we’re building a stronger, more connected healthcare system.

About the Role

Are you looking to join a fast-growing, dynamic team?

We’re a collaborative, purpose-driven group that’s passionate about transforming healthcare from the inside out. At Altais, we support one another, adapt quickly, and work with integrity as we build a better experience for physicians and their patients.

The Senior Financial Analyst will play a key role in supporting financial planning, budgeting, forecasting, and financial reporting activities. This position will serve as a trusted financial partner to operational and business leaders, providing meaningful financial insights to support strategic planning, operational performance, and informed decision making. The ideal candidate combines strong financial and analytical capabilities with a solid understanding of accounting principles and cost allocation methodologies.

You will focus on:

• Support the annual operating budget, quarterly forecasts, and long-range planning processes in partnership with business and operational leaders.

• Prepare monthly financial reporting packages, including detailed variance analysis against budget, forecast, and prior year.

• Build and maintain financial models to support business cases and scenario planning.

• Partner with Accounting on month-end close and reconciliation of financial results.

• Partner with department leaders to understand business needs, evaluate financial performance, and identify opportunities for operational improvement.

• Understand and incorporate industry specific metrics into reports to highlight relevant trends and support fact-based business decisions.

• Identify opportunities to streamline, standardize, and automate financial reporting and forecasting processes.
• Support ad hoc analysis and presentations for executive leadership and the Board.

The Skills, Experience & Education You Bring

• Bachelor’s degree or higher in finance, mathematics, actuarial science, statistics, or economics from an accredited program

• 3+ years of progressive experience in financial analysis, financial planning and analysis, or a related finance role.

• Experience in the healthcare industry, preferably within a health plan, managed care organization, or medical group.

• Experience with cost allocations, cost accounting, expense distribution methodologies, or departmental cost analysis.

• Demonstrated understanding of financial statements, budgeting, forecasting, and financial modeling.

• Experience analyzing financial performance, investigating variances, and communicating results to business leaders.
• Proven experience using databases, Word and Access, PowerPoint required. Expert in Microsoft Excel, rudimentary understanding of databases and different data architecture.

Preferred Qualifications

• 5+ years of progressive experience in financial analysis, financial planning and analysis, or a related finance role.

• Experience with business intelligence tools such as Workday Adaptive Planning
• Experience supporting executive level financial reporting and presentations.

The Compensation for this position is $75,000 - $90,000/year

In addition, we provide a competitive compensation package that recognizes your experience, credentials, and education alongside a robust benefits program to meet your needs.

• Excellent medical, vision, and dental coverage
• 401k savings plan with a company match
• Flexible time off and 9 Paid Holidays

You Share Our Mission & Values:

Compassion

We act with empathy and a deep respect for the challenges faced by physicians and their patients. Our work is driven by a genuine commitment to improving lives and ensuring that care is delivered with dignity, understanding, and humanity.

Community

We foster a culture of collaboration--with physicians, patients across the healthcare ecosystem, and among our teams. By building strong, trusted relationships, we create a unified community focused on advancing patient care and physician well-being.

Leadership

We lead with integrity and vision, setting the standard for excellence in physician support and healthcare innovation. Through collaboration and expertise, we empower others to lead, drive change, and shape the future of care.

Excellence

We are relentlessly focused, results-driven, and accountable for delivering measurable value to physicians and the patients they serve. Our high standards reflect our commitment to excellence, operational discipline, and continuous improvement.

Agility

We embrace change as a constant and respond swiftly to the evolving needs of the healthcare industry. With flexibility and forward-thinking, we adapt, innovate, and act decisively to keep physicians at the forefront.

Altais values the contribution each Team Member brings to our organization. Final determination of a successful candidate’s starting pay will vary based on several factors, including, but not limited to education and experience within the job or the industry. The pay scale listed for this position is generally for candidates that meet the specified qualifications and requirements listed on this job description. Additional pay may be determined for those candidates that exceed these specified qualifications and requirements. We provide a competitive compensation package that recognizes your experience, credentials, and education alongside a robust benefits program to meet your needs.

The anticipated pay range for this role is listed in our salary posting for transparency but may vary based on factors including the candidate’s qualifications, skills, and experience.

Altais and its subsidiaries and affiliates are committed to protecting the privacy and security of the personal information you provide to us. Please refer to our ‘CPRA Privacy Notice for California Employees and Applicants’ to learn how we collect and process your personal information when you apply for a role with us.

External hires must pass a background check/drug screen. Qualified applicants with arrest records and/or conviction records will be considered for employment in a manner consistent with Federal, State and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran status or disability status and any other classification protected by Federal, State and local laws.