Financial Analyst, FP&A

Financial Analyst - CorporateFull-Time, 40 hours per week. Monday-Friday; business hours between 8:00am-5:00pm. Location: Downers Grove, IL - Position will be hybrid, working three days in office.At Duly Health and Care, you are supported to do your best work and make a meaningful impact every day. You will be part of a collaborative, physician-led team that works as one and puts patients at the center of everything we do. With a connected network of providers, care teams, and services across primary and specialty care, surgery centers, imaging, lab, and therapy, you are part of a system designed to deliver high-quality, coordinated care. Together, we create an environment where you can grow, contribute, and help improve the experience and outcomes for every patient we serve.Benefits:Comprehensive medical, dental, and vision benefits that include healthcare navigation assistance.Access to a mental health benefit at no cost.Employer provided life and disability insurance.$5,250 Tuition Reimbursement per year.Immediate 401(k) match.40 hours paid volunteer time off.A culture committed to community engagement and social impact.Up to 12 weeks parental leave at 100% pay and a financial benefit for adoption and surrogacy for non-physician team members once eligibility requirements are met.Key Responsibilities:The Financial Analyst supports the Director, Financial Planning & Analysis in delivering financial analysis, reporting, forecasting, and business partnering across Duly's Home Office and entity finance functions. This role provides critical support for the Director's ownership of Home Office financial reporting, the enterprise-wide EPM redesign and implementation, and the build-out of Duly's monthly forecasting process. The Analyst brings an entrepreneurial, continuous-improvement mindset to this work, identifying and applying AI and automation opportunities to improve efficiency, accuracy, and the value delivered to key stakeholders.Financial & Operational Reporting (35%)Collaborate directly with cross-functional department leaders and C-Suite executives serving as the Home Office finance business partner, supporting variance analysis for Home Office/Back Office expense categories (HR, IT, Marketing, etc.) under the Director, Financial Planning & Analysis direction.Supports financial consolidation activity of Duly's entities. Assists in data gathering, schedule preparation, and tie-outs.Partners with entity finance teams to research and document variance drivers for Monthly Operating Review materials.Supports preparation of presentation materials for Board of Directors meetings and other executive/external reporting.Brings an entrepreneurial, continuous-improvement mindset to reporting and consolidation workflows, identifying opportunities where AI and automation can reduce manual effort and improve accuracy.Forecast & Budget Support (35%)Supports the build-out and execution of Duly's monthly forecast process under the Director's guidance, including data preparation and model maintenance.Assists in preparing budget inputs and financial models.Serves as liaison to Home Office stakeholders, assisting the preparation, input, and review of their forecast and budget submissions.Conducts cost and operational trend analysis and prepares variance narratives for Home Office functions.Champions the use of AI-enabled tools to improve forecast turnaround, submission tracking, and trend/variance narrative development.OneStream EPM Platform Support (20%)Supports the Director's leadership of the enterprise-wide OneStream redesign and implementation for financial and operational reporting.Assists in identifying data requirements across finance and operational stakeholders.Partners with key stakeholders to identify and document reporting needs.Performs ad hoc analysis and deliverables as project needs arise.Identifies and pilots AI use cases to improve data gathering, requirements documentation, and reporting design during the implementation.Professional Development (10%)Pursues ongoing development of technical and financial acumen, including deepening proficiency in OneStream, Excel, and other finance systems relevant to the role.Stays current on healthcare finance, physician group, and value-based care trends relevant to Duly's business.Actively seeks feedback and applies it to improve analytical rigor and communication of findings.Pursues relevant professional development opportunities (training, certifications, or continuing education) in partnership with the Director.Qualifications & Experience:Bachelor's degree in Accounting, Finance, Economics, or related field required.2 or more years of experience working within finance or financial planning highly preferred.Prior experience in healthcare preferred.If you are committed to putting our patients first and helping shape the future of care, you belong at Duly.The compensation for this role includes a base pay range of $58,000-$87,000, with the actual pay determined by factors such as skills, experience, education, certifications, geographic location, and internal equity. Additional compensation may be available through shift differentials, bonuses, and other incentives. Base pay is only a portion of the total rewards package.Artificial Intelligence DisclosureArtificial Intelligence (AI) tools may be used in some portions of the candidate review process for this position, however, all employment decisions will be made by a person.