About Sage Health

We believe all seniors regardless of means deserve concierge primary care & wellness, without the concierge fees. They’ve earned it.

Sage Health builds enriching neighborhood health centers that are easy to access, provide or arrange for all of our patients’ healthcare needs, and partner with Medicare Advantage plans that fully cover primary care.

Unlike other physician practices, a Sage Health physician has a patient panel of 400 or less, and we collaborate with the best outcomes-oriented specialists and hospitals in each market. Because we are not a fee-for-service provider and manage patients within a global capitation budget provided by Medicare Advantage plans, our only concern and motivation is to keep our seniors healthy.

Sage Health is a destination for the best risk provider talent in the country who are building the new standard-bearing senior model for the United States.

Company Perks

• Join a growing company with a community focused mission to make a difference in the lives of seniors!
• Our employee Net Promoter Score (eNPS) ranks above industry standards reflecting our strong commitment to delivering exceptional service and satisfaction.
• We promote a company culture that values, recognizes, and rewards its employees for their contributions through Nectar, our employee engagement platform.
• Medical, Dental and Vision benefits with generous employer provided contributions to offset per paycheck premium costs.
• 3 different medical plan options to provide flexibility to meet personal needs including: 2 PPO options and a CDHP plan that includes a $500/year HSA employer match
• Healthcare & Dependent Care Flexible Savings Accounts (FSAs)
• Access to Employee Assistance Program (EAP) for support and work-life benefits for you and your immediate family.
• Employer-paid Life Insurance, Short-term and Long-term Disability benefits. Optional voluntary life insurance is also available.
• A 401k retirement plan offered through Transamerica for long-term financial savings & planning.
• Flexible time off including: generous PTO, 7 paid company holidays and 2 floating holidays.
• Opportunities for career growth and advancement within the company.

All applicants are considered for all positions without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, citizenship or immigration status, or any other protected classification, in accordance with applicable federal, state, and local laws. By completing this application, you are seeking to join a team of hardworking professionals dedicated to consistently delivering outstanding service to our customers and contributing to the financial success of the organization, its clients, and its employees. Equal access to programs, services, and employment is available to all qualified persons. Those applicants requiring an accommodation to complete the application and/or interview process should contact team@sage.health. 

About the role

We’re seeking a Financial Analyst to support both FP&A and accounting operations. This cross-functional role will work closely with the CFO, accounting team, and operational leaders to ensure accurate financial reporting, forecast performance, and drive data-backed decision-making across the business. The ideal candidate will bring experience in managed care, value-based care models, or health plans, and will understand the financial and operational drivers behind membership growth, medical cost management, and payor relationships. Experience with Big 4 firms or comparable environments is a plus.

Financial Modeling

• Maintain and update financial models to support breakeven analysis, funding discussions, operating plans, and long-range financial forecasts.
• Incorporate membership trends, risk adjustment factors, and value-based reimbursement methodologies into models.

Financial Analysis

• Analyze revenue, medical costs, membership trends, and profitability.
• Prepare variance analysis across actuals, budget, and forecast with a focus on payor performance, capitation, and risk-based arrangements.
• Support financial dashboard consolidation and development of KPIs tied to healthcare quality, STAR ratings, and cost savings.

Payor Reporting & Relationships

• Compile and analyze performance data from payor partners to track compliance with contractual terms and value-based metrics.
• Partner with internal stakeholders to forecast medical costs, utilization trends, STARs performance, and quality outcomes.
• Provide insights that inform negotiations and strengthen provider–payor relationships.

Budgeting and Forecasting

• Support development of annual budgets and rolling forecasts, integrating membership growth and medical cost assumptions.
• Collaborate with department leads to gather inputs and provide analytical support on financial trends and cost drivers.

Process Improvement

• Participate in efforts to streamline financial processes and improve reporting accuracy.
• Provide input on system enhancements and workflow improvements, including payor reporting tools and membership tracking.

Accounting

• Support month-end close processes, including journal entries, reconciliations, and accruals.
• Assist in preparing internal and external financial reports with a focus on accuracy, compliance, and healthcare-specific reporting needs.

Cross-Functional Collaboration

• Work closely with clinical, operations, and data teams to understand the financial impact of care delivery, population health, and cost management strategies.
• Support ad hoc analysis and reporting needs for leadership, investors, and external partners.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field (CPA or MBA a plus).
• 2–5 years of experience in financial analysis, FP&A, or accounting—ideally in healthcare, managed care, value-based care, or health plan environments.
• Prior Big 4 or top-tier consulting experience strongly preferred.
• Strong analytical and Excel/Google Sheets modeling skills; Power BI or other data visualization tools a plus.
• Experience with ERP/accounting software (e.g., NetSuite, QuickBooks) and FP&A tools.
• Understanding of GAAP, healthcare financial reporting best practices, and payor/provider economics.
• Strong communication and collaboration skills; ability to work cross-functionally and translate complex financial data into actionable insights.