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Sr. Finance and Operations Analyst

Job Title: Sr. Finance and Operations Analyst

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: