Sr Financial Analyst – Operations & Commercial

The role

This role is embedded within Clinical Operations and Commercial organizations. You will build capacity models, maintain gross margin workbooks, and manage headcount reporting. You will also support budget and forecast preparation using Adaptive Insights.

What you will do

• Build capacity models for Clinical Operations staff
• Update and maintain gross margin workbooks monthly
• Own headcount management reporting across Clinical Ops and Commercial teams
• Analyze the cost impact of process and product improvements
• Support budget and forecast preparation for both functions
• Utilize Adaptive Insights to manage planning cycles and financial reporting
• Apply AI-powered analytics tools to automate routine tasks
• Assist the manager in information security activities implementation and maintenance
• Implement security policies and procedures and report issues to the Information Security Manager

Required qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 3–6 years of FP&A, commercial finance, or operations finance experience
• Advanced Excel and financial modeling skills
• Comfortable working across both Google Suite and Microsoft Office products
• Demonstrated ability to build and maintain complex financial models
• Clear and confident communicator
• Highly organized, self-directed, and comfortable managing multiple deliverables across functions and time zones
• Availability and responsiveness during East Coast US hours (approximately 50% of your working week)

Nice to have

• MBA or CPA/ICAI
• Healthcare, life sciences, or services industry background
• Hands-on experience with Adaptive Insights / Workday Adaptive Planning
• Exposure to AI-assisted analytics or business intelligence tools (Power BI, Tableau, or equivalent)

Before you apply

• Connect with Talent Acquisition
• Meet with the Hiring Manager
• Behavioral Interview(s)
• Case Study
• Interview with Senior Leadership

About the company

Cohere Health’s clinical intelligence platform delivers AI-powered solutions that streamline access to quality care. The company works with over 660,000 providers and handles over 12 million prior authorization requests annually.