Sr. Finance and Operations Analyst
Job Title: Sr. Finance and Operations Analyst
Company: Encore Health Advisors
Base Pay: $55k-$65k
On-Target Earnings: $65k-$75k
About Us:
At Encore Health Advisors, we're not just another Medicare Advantage agency—we're rewriting the script on retirement and aging. We're here to ensure that retirement and aging isn’t just another stage in life—it’s the best part of the show! As a startup with big dreams, we're passionate about making Medicare simple, accessible, and even a little bit fun for our clients. If you believe that aging is just another adventure, and you have the drive to help others embrace it, are eager to sell with purpose, we’d love to have you on our team!
Job Overview:
This is a mini-COO role for someone who lives at the intersection of finance, operations, and analytics.
As the Senior Financial & Operations Analyst, you will own FP&A, commission modeling, operational reporting, and cross-functional process optimization. You’ll work directly with executive leadership to bring clarity, rigor, and structure to how the business runs — turning data into decisions.
If you love Excel, thrive in ambiguity, and enjoy building systems from scratch, this role is for you.
Key Responsibilities
Financial Planning & Analysis (FP&A)
• Own budgeting, forecasting, and financial modeling across the business
• Build and maintain revenue, cost, and profitability models (by channel, product, and partner)
• Develop scenario analyses to support strategic decisions and growth planning
• Create executive-ready dashboards and reporting for leadership
Commission & Compensation Operations
• Design, maintain, and audit commission and incentive models
• Ensure accurate, timely calculation and reconciliation of commissions and renewals
• Partner with Sales, Finance, and Operations to continuously improve commission processes
• Identify leakage, inefficiencies, and opportunities for optimization
Operations & Business Analytics
• Act as an internal operator across Sales Ops, Finance Ops, and general business operations
• Build scalable processes, workflows, and documentation as the company grows
• Translate messy operational data into clean, actionable insights
• Support vendor management, contract economics, and cost-control initiatives
Executive Support & Strategic Projects
• Serve as a thought partner to leadership on operational and financial strategy
• Lead ad hoc analyses, board-level reporting, and special projects
• Help prepare the business for scale, audits, and future capital or partnership opportunities
Ideal Candidate Profile
Required
• Advanced Excel expertise (complex formulas, models, pivots, scenario analysis — this is non-negotiable)
• Prior FP&A or financial analytics experience (healthcare, insurance, fintech, or SaaS preferred)
• Strong understanding of revenue models, commissions, and variable compensation
• Exceptional attention to detail with the ability to zoom out strategically
• Comfortable working in a fast-paced, ambiguous startup environment
• Self-starter who can operate independently and drive outcomes
Preferred
• Experience in healthcare, insurance, or regulated industries
• Experience building financial and operational infrastructure from scratch
• Familiarity with CRMs, commission systems, or data integrations (Salesforce a plus)
• Exposure to executive-level reporting or board support
What We Offer
• Competitive compensation with upside as the company grows
• High-visibility role with direct access to leadership
• Opportunity to shape how the business operates at a foundational level
• Fast growth, real ownership, and career trajectory toward Director/VP Operations
• Fully remote environment with flexibility and autonomy
Perks:
• Fortune 500 Level Benefits
• Medical, Dental, and Vision
• 401(k) + Company Match
• $250 remote office setup reimbursement
• 40 Vacation Hours per Year
• Employee Discount Programs
How to Apply:
Ready to be part of something exciting and bring your sales game to the next level? Apply now and join us in turning aging into the encore of a lifetime.
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
Experience:
• Health Insurance: 2 years (Preferred)
• FP&A: 2 years (Required)
• Advanced Microsoft Excel: 2 years (Required)
Work Location: Remote
Apply Now
Apply Now
Company: Encore Health Advisors
Base Pay: $55k-$65k
On-Target Earnings: $65k-$75k
About Us:
At Encore Health Advisors, we're not just another Medicare Advantage agency—we're rewriting the script on retirement and aging. We're here to ensure that retirement and aging isn’t just another stage in life—it’s the best part of the show! As a startup with big dreams, we're passionate about making Medicare simple, accessible, and even a little bit fun for our clients. If you believe that aging is just another adventure, and you have the drive to help others embrace it, are eager to sell with purpose, we’d love to have you on our team!
Job Overview:
This is a mini-COO role for someone who lives at the intersection of finance, operations, and analytics.
As the Senior Financial & Operations Analyst, you will own FP&A, commission modeling, operational reporting, and cross-functional process optimization. You’ll work directly with executive leadership to bring clarity, rigor, and structure to how the business runs — turning data into decisions.
If you love Excel, thrive in ambiguity, and enjoy building systems from scratch, this role is for you.
Key Responsibilities
Financial Planning & Analysis (FP&A)
• Own budgeting, forecasting, and financial modeling across the business
• Build and maintain revenue, cost, and profitability models (by channel, product, and partner)
• Develop scenario analyses to support strategic decisions and growth planning
• Create executive-ready dashboards and reporting for leadership
Commission & Compensation Operations
• Design, maintain, and audit commission and incentive models
• Ensure accurate, timely calculation and reconciliation of commissions and renewals
• Partner with Sales, Finance, and Operations to continuously improve commission processes
• Identify leakage, inefficiencies, and opportunities for optimization
Operations & Business Analytics
• Act as an internal operator across Sales Ops, Finance Ops, and general business operations
• Build scalable processes, workflows, and documentation as the company grows
• Translate messy operational data into clean, actionable insights
• Support vendor management, contract economics, and cost-control initiatives
Executive Support & Strategic Projects
• Serve as a thought partner to leadership on operational and financial strategy
• Lead ad hoc analyses, board-level reporting, and special projects
• Help prepare the business for scale, audits, and future capital or partnership opportunities
Ideal Candidate Profile
Required
• Advanced Excel expertise (complex formulas, models, pivots, scenario analysis — this is non-negotiable)
• Prior FP&A or financial analytics experience (healthcare, insurance, fintech, or SaaS preferred)
• Strong understanding of revenue models, commissions, and variable compensation
• Exceptional attention to detail with the ability to zoom out strategically
• Comfortable working in a fast-paced, ambiguous startup environment
• Self-starter who can operate independently and drive outcomes
Preferred
• Experience in healthcare, insurance, or regulated industries
• Experience building financial and operational infrastructure from scratch
• Familiarity with CRMs, commission systems, or data integrations (Salesforce a plus)
• Exposure to executive-level reporting or board support
What We Offer
• Competitive compensation with upside as the company grows
• High-visibility role with direct access to leadership
• Opportunity to shape how the business operates at a foundational level
• Fast growth, real ownership, and career trajectory toward Director/VP Operations
• Fully remote environment with flexibility and autonomy
Perks:
• Fortune 500 Level Benefits
• Medical, Dental, and Vision
• 401(k) + Company Match
• $250 remote office setup reimbursement
• 40 Vacation Hours per Year
• Employee Discount Programs
How to Apply:
Ready to be part of something exciting and bring your sales game to the next level? Apply now and join us in turning aging into the encore of a lifetime.
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
Experience:
• Health Insurance: 2 years (Preferred)
• FP&A: 2 years (Required)
• Advanced Microsoft Excel: 2 years (Required)
Work Location: Remote
Apply Now
Apply Now