Financial Planning & Reporting Manager

Opportunity Overview:

We are seeking a highly skilled and motivated Financial Planning & Reporting Manager to join our finance team. As a finance leader at Cohere Health, you will play a crucial role in shaping our financial strategies and driving our company's growth. You will be at the heart of our financial planning processes, providing critical insights and recommendations to our senior leadership team. This is an exciting opportunity to work closely with top executives and contribute to strategic decision-making in a dynamic startup environment.

What you’ll do:

• Financial Forecasting and Planning:
• Lead the development and delivery  of the quarterly, annual long range planning processes
• Collaborate with cross-functional teams to gather relevant data and assumptions for accurate financial projections
• Continuously refine and improve forecasting methodologies to enhance accuracy and reliability
• Financial Reporting & Variance Analysis:
• Own the creation & timely delivery of internal management reporting to support executive leadership & strategic finance partners.
• Analyze financial and operational results versus forecast and plan, identifying key variances and trends
• Investigate and explain the causes of variances, providing actionable insights and recommendations to the management team
• Prepare and present detailed variance analysis reports to senior leadership
• Strategic Presentation Materials:
• Assist in the preparation of financial and strategic presentation materials for monthly/quarterly management and Board of Directors meetings
• Craft compelling narratives that highlight financial performance, strategic initiatives, and growth opportunities
• Financial Modeling and Systems:
• Develop and maintain Oracle/NetSuite Planning and Excel models to support financial forecasts and strategic initiatives
• Serve as the organization’s financial systems expert and proactively making recommendations to improve the technology stack and the associated outputs  
• Conduct comprehensive analyses to validate existing forecasts and evaluate the financial impact of potential decisions
• Collaborate with various departments to ensure alignment and consistency in financial modeling assumptions
• Ad-Hoc Analyses:
• Support the development of key performance indicators (KPIs) and track progress against targets
• Regularly perform ad-hoc analyses as required, addressing urgent business needs and strategic initiatives
• Deliver high-quality, data-driven insights to support critical financial decisions
• Flexibly respond to changing business requirements and priorities with timely, accurate analyses

What you’ll need:

• Bachelor's degree in a Business-related field with emphasis in Finance, Accounting, or Economics
• 5+ years of experience with financial planning, systems and modeling
• Strong sense of ownership and accountability for work required
• Advanced Excel skills required
• Expertise with Planning and Budgeting tools required
• Familiarity with Oracle/NetSuite & Tableau  preferred
• Previous experience in SaaS, healthcare/health-tech preferred
• Mac OS experience preferred
• Ability to work independently and as part of a team in a fast-paced, dynamic environment
• Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders

• Understanding of accounting principles
• High attention to detail and accuracy
• Strong analytical and problem-solving abilities

Pay & Perks:

💻 Fully remote opportunity with about 10% travel

🩺 Medical, dental, vision, life, disability insurance, and Employee Assistance Program 

📈 401K retirement plan with company match; flexible spending and health savings account 

🏝️ Up to 184 hours (23 days) of PTO per year + company holidays

👶 Up to 14 weeks of paid parental leave 

🐶 Pet insurance  

The salary range for this position is $115,000 to $135,000 annually; as part of a total benefits package which includes health insurance, 401k and bonus. In accordance with state applicable laws, Cohere is required to provide a reasonable estimate of the compensation range for this role. Individual pay decisions are ultimately based on a number of factors, including but not limited to qualifications for the role, experience level, skillset, and internal alignment.

Interview Process*:

1. Connect with Talent Acquisition for a Preliminary Phone Screening
2. Meet your Hiring Manager!
3. Behavioral Interview(s)
4. Case Study

*Subject to change

About Cohere Health:

Cohere Health’s clinical intelligence platform delivers AI-powered solutions that streamline access to quality care by improving payer-provider collaboration, cost containment, and healthcare economics. Cohere Health works with over 660,000 providers and handles over 12 million prior authorization requests annually. Its responsible AI auto-approves up to 90% of requests for millions of health plan members.

With the acquisition of ZignaAI, we’ve further enhanced our platform by launching our Payment Integrity Suite, anchored by Cohere Validate™, an AI-driven clinical and coding validation solution that operates in near real-time. By unifying pre-service authorization data with post-service claims validation, we’re creating a transparent healthcare ecosystem that reduces waste, improves payer-provider collaboration and patient outcomes, and ensures providers are paid promptly and accurately.

Cohere Health’s innovations continue to receive industry wide recognition. We’ve been named to the 2025 Inc. 5000 list and in the Gartner® Hype Cycle™ for U.S. Healthcare Payers (2022-2025), and ranked as a Top 5 LinkedIn™ Startup for 2023 & 2024. Backed by leading investors such as Deerfield Management, Define Ventures, Flare Capital Partners, Longitude Capital, and Polaris Partners, Cohere Health drives more transparent, streamlined healthcare processes, helping patients receive faster, more appropriate care and higher-quality outcomes.

The Coherenauts, as we call ourselves, who succeed here are empathetic teammates who are candid, kind, caring, and embody our core values and principles. We believe that diverse, inclusive teams make the most impactful work. Cohere is deeply invested in ensuring that we have a supportive, growth-oriented environment that works for everyone.

We can’t wait to learn more about you and meet you at Cohere Health!

Equal Opportunity Statement: 

Cohere Health is an Equal Opportunity Employer. We are committed to fostering an environment of mutual respect where equal employment opportunities are available to all.  To us, it’s personal.

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