Your Future Evolves Here
Evolent partners with health plans and providers to achieve better outcomes for people with most complex and costly health conditions. Working across specialties and primary care, we seek to connect the pieces of fragmented health care system and ensure people get the same level of care and compassion we would want for our loved ones.
Evolent employees enjoy work/life balance, the flexibility to suit their work to their lives, and autonomy they need to get things done. We believe that people do their best work when they're supported to live their best lives, and when they feel welcome to bring their whole selves to work. That's one reason why diversity and inclusion are core to our business.
Join Evolent for the mission. Stay for the culture.
What You’ll Be Doing:
Job Description: Senior Analyst, Strategic Finance
Position Overview: We are seeking a Senior Analyst for our Strategic Finance team to support the Product, Technology and AI Business Line. This role will support the company's financial planning, forecasting, budgeting, CapEx/OpEx management and reporting functions. The Senior FP&A Analyst will work closely with Accounting, Finance and department leads to provide insights and financial analysis that drive business decisions. The ideal candidate will have experience in managing investment projects and capitalization, monthly accruals, accounting processes, financial reporting, and will possess strong analytical and problem-solving abilities to drive business performance.
Responsibilities:
Support the Finance team by executing key deliverables below with excellent attention to detail:
Provide financial oversight of internally developed software and ensure proper accounting treatment of staff capitalization
Work closely with the accounting team to ensure proper documentation and recording of accruals, journal entries, and other financial transactions (e.g., capital project codes, spend category, cost center, etc.).
Maintain and update existing standard models (e.g., staffing, detailed budget builds, etc.) as well as contribute to further development of those models related to new initiatives (e.g., new strategic initiatives, staff versus contractor evaluation, CapEx strategy, etc.)
Manage the monthly accrual process, ensuring accurate recognition of expenses in accordance with accounting principles and company policies. Assist with month-end and year-end closing activities to ensure timely and accurate financial reporting.
Support monthly, quarterly, and annual reporting and budgeting cycles with KPIs, and insights tailored to Technology, Product and AI leadership. Including: developing cost center budgets, capital planning, and project-level forecasting for Technology investments and Product initiatives.
Track department-level performance (supporting business line leaders with monthly reports headcount, spend, variance analysis, department P&L forecasting)
Maintain, create, automate, and improve Adaptive Insights financial models and reporting templates, focused on the evolving needs of the managed business area
Liaise with other teams (e.g., Accounting, Product Ops, Procurement) to maintain accurate forecasting and partner on month-end variance analyses to better refine monthly forecasting
Support special projects, including ROI analysis for new Technology investments, Product launches, and platform enhancements.
The Experience We Prefer:
Chartered Accountant/CPA, CMA or Master’s degree in Finance or equivalent qualification
3-5 years of experience as an Analyst or Associate in corporate finance (FP&A), investment banking, or other Finance role with financial modeling experience and ideally coming from an institution with a training / rotational / development program
Proactive problem-solving skills with the ability to work independently
Ability to take initiative while managing time across multiple workstreams and stakeholders
Experience in cross-functional collaboration with the…