Senior Associate, Strategic Finance

Senior Associate, Strategic Finance

Our team is committed to enhancing physician and patient quality of life through Elation, a SaaS cloud-based clinical platform. Since inception, we've been focused on building a delightful world-class experience that empowers physicians to deliver phenomenal care to patients and we plan to keep it that way by continuing to help them overcome challenges. We've enjoyed considerable growth and are now looking for an exceptional individual to join our team as a Strategic Finance Associate.

Elation Health is looking for a Senior Associate, Strategic Finance who will report to our Senior Director of Strategic Finance and be a foundational member of the Strategic Finance team. They will be instrumental in managing and improving our company's forecasting, planning and reporting capabilities.

Our team is highly visible as we work directly with executive and senior leadership across the company to identify insights which shape our strategy.

You will be a good fit for this role if you have a rigorous attention to detail, enjoy working cross-functionally to drive strategic projects to completion, and are able to work effectively autonomously.

Role and Responsibilities

• Own, maintain and scale our company operating model
• Drive annual planning, quarterly and monthly financial forecasts, and ongoing analysis of performance to highlight trends, opportunities, and causes of unexpected variances
• Partner with accounting to develop processes to deliver accurate and timely outputs for management reporting
• Partner cross-functionally with senior leaders to develop financial models and provide strategic insights to help them achieve their goals
• Prepare quarterly reporting materials for our board
• Conduct ad hoc financial modeling and analysis

Professional Qualifications

• A bachelor's degree in finance, business, economics, or other relevant field
• 2+ years of corporate FP&A experience, with additional 2+ years of investment banking, finance/accounting or consulting strongly preferred
• Proficiency with accounting and corporate finance, particularly with regards to financial modeling
• Highly analytical and organized, with an ability to prioritize multiple projects without compromising work quality
• Experience with ERP and corporate financial planning tools
• Experience with financial use cases for AI tools (Claude/OpenAI)
• Advanced Office and Google application skills (Excel/Sheets, Word/Docs, PowerPoint/Slides)
• Excellent communication and interpersonal skills, with proven ability to partner at all levels

Salary Range: $150,000 - $170,000

Elation welcomes individuals from all backgrounds and walks of life. Elation is proud to be an Equal Opportunity Employer and is dedicated to creating and maintaining a diverse and inclusive work environment.

We are committed to equal opportunity for all employees and applicants, and value individuals with diverse perspectives including, but not limited to: race, color, religion, sex, sexual orientation, socioeconomic status, age, gender identity or gender expression, national origin, disability or veteran status.

Elation also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and IRCA. We firmly believe a strong culture that supports a diverse and inclusive workforce allows us to achieve Elation's mission of helping independent primary care thrive.