Curana Health is a provider of value-based primary care services exclusively for the senior living industry, including in nursing homes, assisted/independent living facilities, CCRC/life plan communities and affordable senior housing communities. Curana Health serves more than 1,100 senior living community partners across 30 states and participates in both the MSSP ACO, ACO Reach and Medicare Advantage programs with CMS. Backed by more than $300M in venture capital funding, the organization is poised to disrupt care delivery in senior living on a meaningful scale through innovative care models and applied analytics.

SUMMARY

This position reports to the Director of Finance. The Associate provides financial modeling and analytical support related to strategic growth initiatives, capital budgeting, construction projects, financial planning, and ad-hoc analysis processes. Acting as a resource to the operation, this role provides decision support to management, performs comprehensive analysis on complex projects or programs, and provides subject matter expertise to ensure sound financial operations. Regularly prepares presentations for external audiences, senior management, and the Board. May train or mentor other analysts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Coordinates the preparation and review of financial models, forecasts, and ad hoc analysis under limited supervisory direction. Completes complex and in-depth analysis to identify financial feasibility, trends, and risks.
• Understands and incorporates external financial factors, economic considerations, industry trends, regulatory requirements, and other external implications into financial models.
• Works closely with internal stakeholders to assess the business viability and financial strategies relating to major investments.
• Acts as a system expert and resource for others on financial modeling, processes, and systems.
• Provides expertise with financial systems and databases. May be assigned to design, develop, and test expert-level queries, programs, and automation procedures for collecting and reporting data using knowledge of spreadsheets and database software programs.
• Assists in the preparation of professional and accurate presentations, reports, and other deliverables for external audiences, senior management, and the Board.
• Completes ratio analysis to determine trends and evaluate changes; may be assigned to calculate, provide, and monitor key financial metrics that are frequently reported to senior management and the Board.
• May present and defend analysis and recommendations in both internal and external settings.
• May review and/or prepare complex analyses and valuations relating to strategic investments, potential acquisitions, affiliations, or other similar arrangements.

KNOWLEDGE, SKILLS, AND ABILITIES

• Word processing, spreadsheet, database, internet and e-mail, and scheduling applications
• Proficient verbal, written, and interpersonal communication skills
• Project management, a high degree of accuracy, and sound decision making with limited supervision

EDUCATION

Bachelor's degree in Finance, Accounting, or Business with four years of professional experience conducting and evaluating routine financial analysis

- or -

Master's degree in Finance, Accounting, or Business with two years of experience conducting and evaluating routine financial analysis

EXPERIENCE

• Financial modeling and analysis
• Analyzing, interpreting, and utilizing a variety of complex data sets

Curana Health is dedicated to the principles of Equal Employment Opportunity. We affirm, in policy and practice, our commitment to diversity. We do not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and related medical conditions), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable or state law, genetic information, or any other characteristic protected by applicable federal, state and local laws and ordinances.

The EEO policy applies to all personnel matters as outlined in our company policy including recruitment, hiring, transfers, and general treatment during employment.