Job Description

Reporting to the CFO, the Finance Manager plays a critical role in influencing the financial performance and strategic decision-making within our organization. In its capacity, the Finance Manager supports the financial planning and analysis activities for the organization as well as provides critical pricing and analytical support for new business opportunities by developing financial models to support growth strategies and new product development initiatives. This position also supports the annual budgeting and ongoing forecasting processes, conducts interim financial analysis, and provides managerial and Board level insights to ensure alignment with corporate objectives.

ACCOUNTABILITIES:

Strategic Planning

• Assist in the annual budgeting and strategic planning process by providing financial insights and projections that support Fulcrum’s operating and long-term business goals, including input and data aggregation, assumption documentation, scenario modeling and sensitivity analysis.
• Develop and maintain rolling forecast model to monitor and refine projections throughout the year.
• Assist in the preparation and maintenance of Fulcrum’s multi-year operating plan.

Business Development and Pricing Support

• Collaborate with Sales, Product and Marketing teams to provide pricing, analysis and proposal support for business development opportunities.
• Provide ongoing review and assessment of Fulcrum provider reimbursement programs

Financial Analysis

• Collaborate with Accounting to produce month-end management reporting materials as well as quarterly reports for the Board.
• Assess company’s financial and customer performance by analyzing results, monitoring variances, identifying trends, and summarize findings for management.
• Working with our Data Analytics team, develop enhanced customer scorecards to track KPIs and improve insight into customer performance.
• Conduct ad hoc analysis as required.

REQUIRED QUALIFICATIONS : ( Minimum qualifications needed for this position)

• 6+ years of progressive financial analysis experience
• BA/BS Degree in business/finance/accounting/economics
• Analytical skills, strong partnering & education skills to support work with non-financial management teams
• Advanced financial modeling and analysis skills; forecast model building & experience a plus
• Experience developing, following and continually improving monthly / quarterly processes
• Data driven with a strong attention to detail. Must possess the ability to present complex information in a usable format to a diverse audience
• Driven, self-directed, with the ability to navigate a fact paced environment and embrace ambiguity
• Advanced Excel skills; Intermediate PowerPoint, Word skills

PREFERRED QUALIFICATIONS:

• Prior healthcare experience
• Understanding of healthcare reimbursement models
• Familiarity with EOS
• Familiarity with Dynamics, Power BI

Fulcrum Health

At Fulcrum Health, Inc., we are deeply committed to fostering a supportive and inclusive company culture that values our employees and their contributions. Guided by our core values— Excellence, Integrity, Innovation, and Stewardship —we uphold the highest standards in everything we do. As a nonprofit organization specializing in physical medicine benefit management, we have proudly delivered quality care for over 40 years through our extensive network of more than 5,000 licensed and credentialed practitioners, including chiropractors, acupuncturists, and physical, occupational, speech, and massage therapists, serving over 2 million health plan members. We continually strive for Excellence by leveraging physical medicine to lower healthcare costs, improve outcomes, and enhance patient satisfaction. With Integrity at the heart of our work, we build trust with our employees, partners, and members. Through Innovation , we seek new ways to improve healthcare delivery, and with responsible Stewardship , we ensure the sustainable growth of our organization and the well-being of those we serve. Our dedication to these values creates a workplace where everyone can thrive and make a meaningful impact.

Benefits Offered

Fulcrum Health offers the following benefits for this position, subject to applicable eligibility requirements, including medical insurance, dental insurance, vision insurance, Health Savings accounts (HSA), Health Reimbursement Accounts (HRA), Flexible Spending Accounts(FSA),Dependent Care Accounts, 401(k) retirement plan and employer match, life insurance, short-term disability insurance, long-term disability insurance, employee assistance program, PTO, 9 paid holidays annually as well as Volunteer Time Off.

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