Financial Analyst

Overview

As the largest and leading value-based kidney care company, Somatus is empowering patients across the country living with chronic kidney disease to experience more days out of the hospital and healthier at home.

It takes a village of passionate and tenacious innovators to revolutionize an industry and support individuals living with a chronic disease to fulfill our purpose of creating More Lives, Better Lived. Does this sound like you?

Showing Up Somatus Strong

We Foster An Inclusive Work Environment That Promotes Collaboration And Innovation At Every Level. Our Values Bring Our Mission To Life And Serve As The DNA For Every Decision We Make

• Authenticity: We believe in real dialogue. In any interaction, with patients, partners, vendors, or our teammates, we are true to who we are, say what we mean, and mean what we say.
• Collaboration: We appreciate what every person at Somatus brings to the table and believe that together we can do and achieve more.
• Empowerment: We make sure every voice gets heard and all ideas are considered, especially when it comes to our patients’ lives or our partners’ best interests.
• Innovation: We relentlessly look for ways to improve upon the status quo to continuously deliver new solutions.
• Tenacity: We see challenges as opportunities for growth and improvement — especially when new solutions will make a difference for our patients and partners.
  
  

Showing Up for You

We Offer More Than 25 Health, Growth, And Wealth Work Perks To Help Teammates Learn, Grow, And Be The Best Version Of Themselves, Including

• Subsidized, personal healthcare coverage (medical, dental vision)
• Flexible Vacation (PTO)
• Professional Development, CEU, and Tuition Reimbursement
• Curated Wellness Benefits supporting teammates physical and mental well-being
• Community engagement opportunities
• And more!
  
  

The Financial Analyst will be responsible for maintaining accurate and timely financial statements, including integrated 3-statement financial models (income statement, balance sheet, and cash flow), while providing key insights that support strategic decision-making across the organization. This role requires a results-driven professional with a strong understanding of GAAP principles, financial forecasting, automation and analytical best practices. The Financial Analyst will collaborate with cross-functional teams including Accounting, FP&A, and Operations to deliver impactful financial insights and maintain high-quality reporting standards.

Responsibilities

• Maintain and update the integrated 3-statement financial model on a monthly, quarterly, and annual basis.
• Build, enhance and automate complex financial models to support strategic planning, budgeting, forecasting, and scenario analysis.
• Identify and implement process improvements and automation opportunities.
• Reconcile and validate data across the income statement, balance sheet, and cash flow statement to ensure consistency and accuracy.
• Analyze variances between actual results and budget/forecast; provide actionable insights and recommendations to business leaders.
• Assist in the preparation of internal and external financial reporting packages, dashboards, and presentations for senior leadership.
• Partner with stakeholders across Finance, Accounting, and Operations to gather inputs and validate financial assumptions.
• Support annual budget and quarterly reforecast processes with attention to both top-line and expense trends.
• Identify opportunities for process improvement and automation of reporting tools and models.
• Stay informed of market trends, accounting standards, and regulatory changes impacting financial reporting.
  
  

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Qualifications

Required Education and Experience:

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 2-5 years of experience in financial analysis, corporate finance, FP&A, or related function.
• Strong experience maintaining and building integrated 3-statement financial models.
• Advanced financial modeling expertise, including automation, P&L and cash flow analysis.
• Proficient in data modeling, automation, and reporting using Power BI (semantic models, data transformation, etc.).
• Advanced proficiency in Microsoft Excel; experience with financial modeling best practices.
• Familiarity with financial systems and reporting tools (e.g., Adaptive Insights, Anaplan, Oracle, SAP, or similar platforms).
• Solid understanding of GAAP accounting principles and corporate finance fundamentals.
• Proven ability to work independently and collaboratively in a fast-paced environment.
• Strong communication skills, both written and verbal, with the ability to present financial data clearly to non-financial stakeholders.
• Proficient in SQL and Excel-based coding techniques.
  
  

Preferred Qualifications

• Experience in a high-growth or multi-entity corporate environment.
• MBA, CPA or CFA certification (or progress toward certification) is a plus.
  
  

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Somatus, Inc. provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are employed, and employees are treated during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.