Analyst, Strategic Finance & Planning

Summary

The Analyst will be a key member of the Finance team and collaborate across multiple business segments while reporting directly to the Manager, Strategic Finance & Planning. In this role, the candidate will lead real-time financial performance monitoring and develop a reporting toolkit to assess performance of the current business and assist with opportunities to improve operating and financial results. The position will assist and, in some areas, lead in the financial planning, annual budgeting, and forecasting responsibilities of the Finance team supported by variance analysis reports, financial and other strategic models. The Analyst will also be responsible for supporting the evaluation of organic and external M&A growth opportunities, to include leading the internal due diligence team through execution (e.g., managing data rooms, organizing internal stakeholders and external consultants, integration of new assets and reporting post-implementation). The team has made a significant investment in AI-driven workflows and tooling, and the ideal candidate will bring hands-on experience leveraging AI to enhance reporting, automate routine processes, and drive analytical efficiency.

Candidate will have the ability to work on numerous new projects, taking them from ideation through execution. They will have exposure to the CFO, CEO, Chief Commercial Officer, EVP of Business Development, as well as business unit leaders. This is a role with direct working experience across multiple areas within SPS with significant longer-term growth potential.

This will be a very hands-on and analytical role requiring cross-functional collaboration. The ideal candidate will have strong skills in rigorous problem-solving, including data analysis. They will be a great communicator, highly resourceful, and possess the ability to work comfortably inside an entrepreneurial environment that is very results oriented. 

Essential Duties and Responsibilities

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities as management may deem necessary from time to time.

• Work directly with the Manager, Strategic Finance & Planning, CFO and other executives to execute key business priorities.
• Input into the monthly accounting close process, to include serving as a liaison between accounting and operations teams, budget vs. actuals analysis, as well as full P&L and MD&A reporting to senior leadership 
• Coordinate the annual budgeting process and collaborate with internal SPS business unit leaders on key business driving inputs with review and approval by executive team 
• Manage and continuously improve financial reporting while driving critical insights from operational data sets.
• Develop and monitor KPIs with internal business partners to identify key trends and conduct root-cause analyses. 
• Developing financial models for scenario planning.
• Assist with leading the evaluation of M&A targets, including strategic due diligence, key milestone tracking and internal deal team communication.
• Support team with cash flow modeling and forecasting.
• Assist in building robust reporting packages to senior leadership and preparing presentations.
• Facilitate effective decision-making through development of business cases for transformative growth opportunities.
• Develop thorough understanding of SPS businesses (including value proposition of SPS to customers and other relevant market stakeholders) and learn how data flows through the business and impacts operational and financial results.
• Follow company policies and procedures in the course of all daily work activities while maintaining the confidentiality of information processed and/or exposed to. 
• Leverage AI tools to drive workflow automation, enhance financial reporting, and improve analytical systems; identify and implement opportunities where AI can increase team efficiency and reporting quality.
• Perform other duties and responsibilities as requested or required.

Qualifications

Requires a bachelor's degree in Finance, Business, Economics or related field and 2 -3 years of related experience, such as corporate finance, investment banking, FP&A, public accounting/audit or management consulting.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

2-3 years of experience working in corporate finance, banking, FP&A, or an analytically intensive field (e.g. management consulting, private equity, corporate strategy, public accounting). Strong Excel (complex formulas, model building, pivot tables, etc.) and PowerPoint skills, including data analysis.Experience with BI reporting, databases (dimensional and relational), and use of query and reporting analysis toolsets (PowerBI, Tableau, SQL) a plus.Demonstrated experience using AI tools for workflow automation, reporting enhancement, or financial/operational analysis, experience with Anthropic Claude a plus.Analytically oriented; drive insights from existing financial/operational data sets and defends decisions using hard data. Drive insights from existing financial and operational data setsEffective at multi-tasking; someone who enjoys and thrives wearing multiple hats at once.Must be highly motivated, enthusiastic, service-oriented, results-driven professional who can thrive in a team-oriented environment.Excellent communication skills and ability to build solid relationships with individuals at all levels, in multiple geographies and business functions.Healthcare experience or passion for the industry preferred.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. (The phrases “occasionally,” “regularly,” and “frequently” correspond to the following definitions: “Occasionally” means up to 1/3 of working time, “regularly” means between 1/3 and 2/3 of working time, and “frequently” means 2/3 and more working time.)

While performing the duties of this job, the employee is frequently required to sit; talk or hear; and use hands to handle, or touch objects or controls. The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend or reach above the shoulders. The employee would rarely need to lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

Work Environment

The position is primarily based in our Denver, CO office with the expectations of being in the office 2 – 3 days a week. The colleague may perform work-related travel up to 20% (e.g., monthly) to headquarters in Milwaukee, WI or other US locations for team offsites or meeting with members of the executive team in person. Emphasis is on travel for impact. Hybrid remote work is available with proven ability to work independently and efficiently.

The above statements reflect the general details necessary to describe the principal functions of the occupation described and shall not be construed as a detailed description of all work inherent for the occupation.

EEO Statement

SPS Health, LLC and all its affiliates, are equal opportunity employers committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. 

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. The Company makes hiring decisions based solely on qualifications, merit, and business needs at the time. The Company complies with the Colorado Healthy Families & Workplaces Act.

Salary Range Posted: $95,000 - $110,000 base and additional bonus potential.

Compensation details: 95000-110000 Yearly Salary

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