Overview

A Senior Financial Analyst is needed to help us in our endeavor to build the healthiest community in the nation … one person at a time.

The Mission: 

At SummitStone Health Partners, we strive to foster trust, empower recovery, and inspire hope to strengthen and enrich our Northern Colorado community.

We need your help to make this vision a reality.  

We are building a team who believes in providing crucial services at crucial times, helping the people in our community at their most vulnerable — particularly those who are often overlooked and underserved.

We Embrace Our Diversity

Come As You Are:

A core value here at SummitStone.  

We want you to be your authentic self while at work, so we welcome and actively seek team members of different backgrounds, identities and experiences. SummitStone is committed to fostering a diverse and inclusive environment, honoring each individual's whole-self by embracing differences in race, ethnicity, ability, age, gender, sexual orientation, spiritual beliefs, socioeconomic status, language and the inherent intersections of many different identities. We invite everyone to share our journey and are proudly an equal opportunity employer. 

Experiences and Backgrounds We Look For

If this sounds like your calling, then we want to help you succeed, grow, and thrive at SummitStone. 

• Location: Larimer County, CO
• Status: Full-time, 40/hrs. week 

What You’ll Do:

The Financial Analyst is responsible for providing key insights to enable enlightened decision making within a rapidly growing, ambitious organization.   This critical role will lead various financial activities including data gathering, trending, modeling, forecasting, planning, and reporting for an acute care facility, providing insight into underlying business dynamics. This role will contribute to other initiatives as they arise; and can own and contribute to processes of the broader organization.

Duties include, but are not limited to: 

• Financial Planning and Forecasting:  Develop and maintain financial models to forecast revenue, expenses, and profitability.  Assist in long-term and short-term financial planning to align with organizational goals.
• Budget Preparation and Management:  Collaborate with finance leadership as well as department heads to create annual budgets. Monitor revenue and expenses and analyze variances between actual performance and the expectation.
• Variance Analysis & Insight:  Work with budget owners to develop and prepare insightful reporting and analysis on a recurring and ad-hoc basis to communicate business performance to key internal stakeholders. Provide ad-hoc financial support on an as-needed basis.  Summarize and present financial and operational trends and key metrics for management and stakeholders.  Provide insights and recommendations to address underperformance or inefficiencies.
• Data Analysis and Insights:  Analyze large sets of financial data to identify trends, risks, and opportunities. Translate complex financial data into actionable insights for decision-making.
• Strategic Financial Support:  Conceptualizes, develops, and presents business cases to present to leadership based on data-driven recommendations for strategic initiatives such as investments, cost reductions, or growth opportunities. Participate in special financial and business-related studies as needed to support project objectives.  Assess the financial viability of new projects, acquisitions, or partnerships.
• Organizational Partnership: Partners with other departments in the preparation of analysis and to identify improvement opportunities that can provide positive results to the bottom line. Contributes to critical planning and analysis processes. Acts as an informed team member providing analysis of information and some project direction input.
• Risk Analysis and Management:  Identify financial risks (e.g., cash flow risks, economic fluctuations, regulatory matters) and propose mitigation strategies. Ensure compliance with financial policies and regulatory requirements.
• Operational Excellence: Streamline financial processes, such as reporting, budgeting, and forecasting, to improve efficiency. Identify and implement continuous improvement opportunities to enhance operations of the organization’s overall efficiency.
• Process Improvement: Utilize automation tools and software (e.g., Excel, Power BI, Sage, Prophix) to optimize workflows. Develop tools, scorecards, and models to analyze and communicate financial performance to Operations partners and Finance Leadership.
• Cross-Functional Collaboration: Support other departments in the design, verification of, and reporting of financial and other numerical metrics; provide analytical support.

Required:

• Bachelor’s degree in business, accounting, finance or related field required
• A minimum of 5 years of experience, with a proven track record of increasing responsibilities in budgeting and forecasting, as well as leading process improvement initiatives and cross-functional projects

Preferred:

• Master’s degree in business administration preferred
• Bilingual/bi-cultural preferred 

Start With Yes

At SummitStone, we show up not only for our clients, but for our staff as well. You will be joining a team of committed professionals who believe in the power of starting with “yes” — where an unparalleled level of teamwork and support can solve any challenge. 

We believe that people can and do recover, but we also know that they can’t always do it on their own. That’s where you come in. If you have any or all of these qualities, we want you to consider us for your next career move: 

• You believe in being a voice for behavioral health in Northern Colorado
• You embrace equity for your clients, teammates, and partners
• Collaboration and creativity are crucial to helping you solve problems
• You show up as your genuine self to help guide others through their toughest times
• Through continuous curiosity, exploration, and reflection, you’re eager to adapt and learn

Total Rewards

The typical hiring range for this position is $83,269-$99,916 annually, based on relevant years of experience.  

Benefits

We know that most people aren’t just searching for a job, they’re searching for a career. 

But more than that, they’re searching for a sense of belonging and purpose. Whether you’re at the start of your journey or you already know where you want to be, you will have access to a level of support and teamwork that is uncommon in the field of behavioral health today. 

Along with that, positions are eligible* for range of benefits including: 

Time that you deserve for a balanced life 

• Flextime Scheduling 
• Paid Time Off (PTO) 
• Ten paid holidays, including one floating holiday 
• Extended Leave Bank (ELB) 

Financial benefits 

• 403(b) Retirement Plan with an employer match 
• Referral Bonus available for employee who refer new hires 
• Ongoing support for learning and development, including reimbursement and supervision for license and certification 

Health, Medical, and Wellness 

• Medical Insurance 
• Dental & Vision Insurance 
• Life Insurance and Long-Term Disability (LTD) 
• Malpractice Insurance 
• Option to participate in Employee Resource Groups 

*Based on working 20+ hours per week

Reach Out

SummitStone will provide persons with disabilities reasonable accommodations. If reasonable accommodation is needed to participate in the job application or selection process, please let your recruiter know. 

Questions?  Please email us at hiring@summitstonehealth.org.