Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Sr. Associate, Financial Planning & Analytics image - Rise Careers
Job details

Sr. Associate, Financial Planning & Analytics

Company: Oak Street Health 

Title: Senior Accountant

Location: Chicago, IL/Remote 

 

Role Description:

This is an exciting opportunity to join the growing Accounting team at Oak Street Health! This role is available due to internal promotions and Company growth. You will be responsible for the management of financial records, analysis of financial data, and compliance with accounting principles and standards. The ideal candidate is a self-motivated and curious individual that possesses a strong analytical mindset and a deep understanding of accounting principles, excellent analytical skills, and a proven ability to respond quickly in a changing environment. This role requires strong oral and written communication and organizational skills, attention to detail, and the desire to innovate and improve. As one of our Senior Accountants, you will work directly with the Assistant Controller, Accounting Manager and other members of the Accounting and Finance teams. 

Core Responsibilities:

  • Support month-end close by preparing necessary journal entries, maintaining supporting documents, and providing internal reporting to management

  • This role will be primarily responsible for joint venture accounting, investment accounting, and other strategic Oak Street projects, which includes managing relationships with our partners, being involved in accounting and finance decisions, and making and preparing relevant accounting records

  • Assist in quarterly and year-end reporting to Oak Street Health and CVS management

  • Prepare account reconciliations and other analyses to ensure complete and accurate accounting

  • Maintain the general ledger, assist with inquiries from FP&A, provide requested documents to tax professionals and auditors

  • Support Sarbanes-Oxley section 404 compliance on internal controls over financial reporting for key processes

  • Perform other duties as assigned

Knowledge, Skills and Abilities: 

  • Time management, ability to multi-task and decisiveness are critical to success

  • Ability to foster and maintain collaborative relationships with peers, business partners and other members of management

  • Knowledge of GAAP and other accounting concepts and experience in their application

  • Advanced Excel and Microsoft Office skills preferred

  • Workday financial skills preferred

Qualifications:

  • Bachelor's degree in Accounting required

  • Minimum 3 – 5 years of progressive public accounting or Corporate financial reporting

  • Public Accounting or Public company experience a plus 

  • CPA preferred

What does being 'Oaky' look like?

  • Radiating positive energy

  • Assuming good intentions

  • Creating an unmatched patient experience

  • Driving clinical excellence

  • Taking ownership and delivering results

  • Being relentlessly determined

Why Oak Street Health?

Oak Street Health is on a mission to 'Rebuild healthcare as it should be', providing personalized primary care for older adults on Medicare, with the goal of keeping patients healthy and living life to the fullest. Our innovative care model is centered right in our patient’s communities, and focused on the quality of care over volume of services. We’re an organization on the move! With over 150 locations and an ambitious growth trajectory, Oak Street Health is attracting and cultivating team members who embody 'Oaky' values and passion for our mission.

Oak Street Health Benefits: 

 

  • Mission-focused career impacting change and measurably improving health outcomes for medicare patients

  • Paid vacation, sick time, and investment/retirement 401K match options

  • Health insurance, vision, and dental benefits

  • Opportunities for leadership development and continuing education stipends

  • New centers and flexible work environments

  • Opportunities for high levels of responsibility and rapid advancement

 

Oak Street Health is an equal opportunity employer. We embrace diversity and encourage all interested readers to apply. 


Learn more at www.oakstreethealth.com/diversity-equity-and-inclusion-at-oak-street-health

Average salary estimate

$80000 / YEARLY (est.)
min
max
$70000K
$90000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Sr. Associate, Financial Planning & Analytics, Oak Street Health

Join Oak Street Health as a Sr. Associate in Financial Planning & Analytics and be a part of a dynamic team that's transforming healthcare for older adults! This position offers the unique opportunity to dive deep into financial data management and analysis, facilitating strategic decision-making that influences our mission-driven care model. At Oak Street Health, you'll be immersed in a culture that values curiosity and innovation, where your analytical skills will truly shine. We pride ourselves on supporting a collaborative environment that encourages communication and relationship-building. As a key player in our growing Accounting team, you’ll support month-end close processes, engage in joint venture accounting, and contribute to quarterly reporting for our management team. Your expertise in GAAP and advanced Excel skills will be put to great use as you maintain essential financial records and respond decisively to shifting priorities. Join us as we strive to provide unmatched patient experiences and enhance the health outcomes of Medicare patients. With numerous advancement opportunities and a commitment to work-life balance, Oak Street Health is the perfect place for motivated financial professionals looking to drive change in the healthcare sector. If you’re ready to make a meaningful impact while growing your career, Oak Street Health is excited to welcome you aboard!

Frequently Asked Questions (FAQs) for Sr. Associate, Financial Planning & Analytics Role at Oak Street Health
What responsibilities does the Sr. Associate, Financial Planning & Analytics at Oak Street Health have?

The Sr. Associate, Financial Planning & Analytics at Oak Street Health is responsible for supporting month-end close, managing joint venture and investment accounting, and assisting with quarterly and year-end reports. They maintain financial records, prepare account reconciliations, and ensure compliance with accounting standards, contributing significantly to our financial strategy.

Join Rise to see the full answer
What skills are needed for a Sr. Associate in Financial Planning & Analytics at Oak Street Health?

To excel as a Sr. Associate in Financial Planning & Analytics at Oak Street Health, candidates should possess strong analytical skills, excellent communication abilities, and a profound understanding of GAAP and accounting principles. Proficiency in advanced Excel and financial software, like Workday, is also preferred.

Join Rise to see the full answer
What qualifications are required for the Sr. Associate position at Oak Street Health?

Candidates applying for the Sr. Associate, Financial Planning & Analytics position at Oak Street Health should have a Bachelor's degree in Accounting along with 3 to 5 years of relevant experience in public accounting or corporate financial reporting. A CPA certification is highly regarded.

Join Rise to see the full answer
How does Oak Street Health support career growth for the Sr. Associate, Financial Planning & Analytics role?

At Oak Street Health, we prioritize career development and offer numerous opportunities for leadership training and continuing education. The Sr. Associate role comes with a clear pathway for advancement, allowing you to grow your career while making a meaningful impact.

Join Rise to see the full answer
What is the work environment like for a Sr. Associate in Financial Planning & Analytics at Oak Street Health?

The work environment for a Sr. Associate in Financial Planning & Analytics at Oak Street Health is collaborative and mission-driven. We foster an atmosphere of positivity and continuous improvement, aiming to provide a supportive experience for both our employees and Medicare patients.

Join Rise to see the full answer
What are the benefits of working as a Sr. Associate, Financial Planning & Analytics at Oak Street Health?

The benefits of working at Oak Street Health include competitive health insurance, paid vacation and sick time, a 401K match, and opportunities for professional development. Additionally, you will be part of a team dedicated to improving healthcare outcomes for older adults.

Join Rise to see the full answer
How does the Sr. Associate, Financial Planning & Analytics role contribute to Oak Street Health’s mission?

The Sr. Associate, Financial Planning & Analytics role is vital to Oak Street Health’s mission by ensuring financial data is accurate, which aids in decision-making that ultimately enhances the quality of care for Medicare patients. Your analytical insights help shape strategies that drive our mission forward.

Join Rise to see the full answer
Common Interview Questions for Sr. Associate, Financial Planning & Analytics
Can you describe your experience with month-end close processes as a Sr. Associate?

In your response, share specific examples of tasks you performed during month-end close that highlight your attention to detail and analytical skills. Emphasizing how you ensured accuracy and efficiency during the process will make your answer compelling.

Join Rise to see the full answer
How do you approach complex financial analysis?

When addressing this question, outline your methodology for tackling complex analyses. Discuss how you gather data, identify key metrics, and utilize tools such as advanced Excel functions to generate insightful reports.

Join Rise to see the full answer
What experience do you have with GAAP compliance?

Focus on your understanding and practical application of GAAP principles in previous roles. Provide examples of how you’ve ensured compliance in various situations, showcasing your expertise and commitment to accounting integrity.

Join Rise to see the full answer
Describe a time when you had to manage multiple priorities. How did you handle it?

For this question, share a specific instance where you successfully juggled multiple duties. Highlight your time management strategies, collaboration with team members, and how these skills enabled you to maintain high-quality work even under pressure.

Join Rise to see the full answer
What role do you think financial planning plays in a healthcare organization?

Discuss how effective financial planning can drive initiatives that improve patient care and operational efficiency in a healthcare setting. Relate your insights back to Oak Street Health’s mission and values for a relevant touch.

Join Rise to see the full answer
How do you ensure accuracy in financial reporting?

Speak about the checks and balances you implement to verify your work and the processes you follow to reconcile accounts and prepare reports. Providing examples of your thoroughness will reinforce your reliability.

Join Rise to see the full answer
What tools or software are you proficient in that support your role?

Mention the financial software you have experience with, such as Workday or advanced Excel. Explain how you've used these tools effectively in your past roles to streamline processes and enhance analytical capabilities.

Join Rise to see the full answer
Can you give an example of how you contributed to a financial project that improved a process?

Describe a specific project where your contributions led to a measurable improvement. Focus on your analytical approach and the outcomes achieved to illustrate your value as part of a financial team.

Join Rise to see the full answer
How do you stay updated on changes to financial regulations and accounting standards?

Talk about the resources you utilize, such as professional journals, webinars, or memberships in accounting organizations, to stay informed of regulatory changes. This shows your commitment to professional development.

Join Rise to see the full answer
Why do you want to work for Oak Street Health as a Sr. Associate?

Align your response with Oak Street Health’s mission and values. Illustrate what draws you to the company, such as their commitment to improving healthcare for Medicare patients, and how you can contribute to their goals.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
Posted 9 days ago
Photo of the Rise User
Posted 7 days ago
Photo of the Rise User
Posted 8 days ago
Photo of the Rise User
Brex Remote New York, New York, United States
Posted 7 days ago
Customer-Centric
Growth & Learning
Collaboration over Competition
Inclusive & Diverse
Rapid Growth
Dental Insurance
Vision Insurance
401K Matching
Maternity Leave
Paternity Leave
Flex-Friendly
Medical Insurance
Equity
Photo of the Rise User
BuildOps Remote Los Angeles, CA
Posted yesterday
Photo of the Rise User
Dispel Remote No location specified
Posted 23 hours ago
Photo of the Rise User
Visa Remote Pasay City, Philippines
Posted yesterday
Photo of the Rise User
Kaseya Careers Hybrid Miami, Florida, United States
Posted 3 days ago

We’re rebuilding healthcare as it should be. Since our founding in 2012, our mission has been to build a primary care delivery platform that directly addresses rising costs and poor outcomes, two of the most pressing challenges facing the United...

336 jobs
MATCH
VIEW MATCH
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
November 26, 2024

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!