FP&A Analyst

We’re in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits.

The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world-class cost control solutions.

But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come.

Position Summary

As Pareto Health grows rapidly, our Financial Planning & Analysis (FP&A) team serves as business partner to critical leaders, including our Sales, Marketing, and Account Management functions. This role will support our commercial functions, including but not limited to: functional support on the areas of financial analysis (forecasting, planning, and ad hoc analysis), development of dashboards and KPIs to help identify performance opportunities or issues within each department, and assisting in the creation of management & board presentations and monthly business reviews.

This role will report to the Manager, FP&A, with meaningful exposure and collaboration with senior finance leaders, including the CFO, as well as business partners. As a critical role in unlocking Pareto’s next phase of growth, you might be right for this role if you are a self-starter, excited to apply analytical thinking to business problems, and thrive in a high-growth, dynamic company culture.

Key Responsibilities

• Develop & track progress against KPIs for key functions, including through dashboards and tooling to demonstrate progress against plan
• Assist in the development of the annual budget and targets for partner organizations
• Compile data to identify key trends and drivers and communicate the results to senior leadership
• Assist in the creation of board presentations and ongoing monthly reporting to the Board of Directors
• Support ad hoc project and information requests in a timely and efficient manner from other finance and/or business partners

Required Skills and Experience:

• Bachelor degree required, Business, Finance, or Accounting preferred
• Strong analytical skills with attention to detail and accuracy
• Ability to articulate and communicate data findings
• Experience with Dashboarding and/or BI Tools (Tableau preferred)
• Experience with Salesforce or similar CRM preferred
• High proficiency in Microsoft Office (Excel, Word, Outlook, etc.)
• Ability to prioritize and manage multiple responsibilities coming from multiple departments

Pareto Perks:

Pareto offers a competitive compensation package commensurate with skills and experience. In addition, Pareto offers a robust benefits package including Medical (100% employer paid), Dental, Vision, STD/LTD, and employer 401(k) contribution.

What We Live By:

1. Get it Done and Get it Done Right – We crank out work at higher rates and at a higher quality than our peers in the industry. Our ability to do a lot with a little is a driving force behind Pareto Health, one that's made our brand synonymous with class, quality, and extreme competence.

2. Fire in the Belly - We only make time for champions; we only consider those with an inner desire to excel and push things forward. Our team, our partners, our members–everyone in the Pareto Health universe–works hard, learns constantly, improves furiously, and does so with a fire in the belly.

3. See the Field - As you're stuck thinking about tomorrow, we're already on to thinking about next year. Pareto Health embodies a culture of anticipation, perception, and acting with intent. In one-on-ones, in meetings, at a company level, and at an industry level, we're always two steps ahead.

4. For the Greater Good - Our vision extends past the here and now. We're rowing in the same direction toward the common goal of transforming an industry. It's our accountability, teamwork, and responsibility that ensure as we're changing industry tides, we're helping them rise. Now watch as we lift all boats in the process.

Disclosures:

ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.

California Applicants:  See Pareto’s CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, “Pareto”) collects and uses personal information submitted by employment applicants.