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.

Key Responsibilities:

Financial Planning & Analysis (FP&A):

Financial Modeling
Maintain and update financial models to support breakeven analysis, funding discussions, operating plans, and long-range financial forecasts.

Financial Analysis
Assist in analyzing revenue, medical costs, and profitability. Prepare variance analysis across actuals, budget and forecast. Support financial dashboarding consolidation and related metrics.

Payor Reporting & Relationships
Compile and analyze performance data from Payor partners to track compliance with contractual terms. Partner with internal stakeholders to support forecasting of medical costs, STARs performance, and quality metrics.

Budgeting and Forecasting
Assist in the development of annual budgets and rolling forecasts. 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.

Accounting:

• Support month-end close processes including journal entries, and reconciliations.
• Assist in preparing internal and external financial reports with a focus on accuracy and compliance.
• Contribute to process improvements and implementation of financial systems/tools.

Cross-Functional Collaboration:

·       Must be a strong team player—curious, analytical, and collaborative in working with internal teams and external partners.

• Work closely with clinical, operations, and data teams to understand the financial impact of care delivery and cost management.
• 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).
• Minimum of 5 years of experience in financial analysis and FP&A in the healthcare sector, preferably in hospitals, medical groups, value-based care, or managed care.
• Strong analytical skills with advanced Excel formulas to develop financial models.
• Proficient in maneuvering multiple data sources in Excel for month-end and ad-hoc analyses.
• Experience with ERP/accounting software (e.g., NetSuite, QuickBooks) and FP&A tools prefer.
• Excellent communication and collaboration skills.