Lead Financial Analyst – Operations & Commercial

Opportunity Overview:

This is a hands-on, strategically oriented leadership role embedded within our Clinical Operations and Commercial organizations. The right candidate brings sharp analytical instincts, a bias for action, strong business partnering capabilities, and the ability to deliver reliable financial leadership at a pace that keeps up with a fast-moving commercial business. Beyond technical finance execution, this role requires someone who can act as a trusted business partner - working closely with internal stakeholders to influence decisions, shape strategy, and drive financial accountability across functions.

What you'll do:

Own and lead capacity modeling for Clinical Operations staff - ensuring headcount is tightly aligned with patient volume, operational targets, and cost objectives, while flagging risks and maintaining alignment with approved plans

Own headcount management reporting across Clinical Ops and Commercial teams - tracking actuals, performing detailed actual vs. plan variance analysis, identifying root causes, quantifying impacts, and presenting clear narratives to leadership with speed and precision

Lead budget and forecast cycles in close partnership with Operations and Commercial leaders - building rigorous, bottoms-up models that are both data-backed and actionable

Own and maintain gross margin workbooks on a monthly basis, incorporating actuals with precision and producing variance commentary that drives decision-making

Conduct ROI and cost-impact analysis on process improvements, product changes, and new initiatives - providing data-driven recommendations that guide spend decisions and resource allocation

Serve as a trusted financial advisor to Clinical Operations and Commercial leadership - proactively identifying financial risks, opportunities, and trade-offs that inform strategic business decisions

Build and maintain dynamic financial models using Adaptive Insights (Workday Adaptive Planning) to manage planning cycles, scenario modeling, and real-time financial reporting with efficiency and accuracy

Leverage AI-powered tools and automation to streamline recurring analysis, surface insights faster, and continuously elevate the speed and quality of financial deliverables

Build and nurture strong cross-functional relationships with internal stakeholders, ensuring finance is embedded in key operational and commercial discussions rather than operating as a back-office function

Translate complex financial data into strategic narratives that enable stakeholders to act with confidence and clarity

Champion a culture of financial discipline, proactive ownership, and data-driven decision-making across partnered functions

This role calls for a high standard of work and a genuine commitment to getting things right. We value people who take pride in what they produce and bring both care and urgency to everything they do.

High-quality deliverables - we value work that is thorough, well-presented, and something you are proud to put your name on

Speed without sacrificing accuracy - the ability to turn around analysis quickly while maintaining rigor

Proactive ownership - you anticipate needs, flag issues early, and drive resolution without being asked

Availability and responsiveness during East Coast US hours, including overlap for leadership calls, planning sessions, and ad hoc requests

A continuous improvement mindset - always looking for ways to do things better, faster, and smarter

ISMS roles and responsibilities

Good knowledge of Information practices.

Assist the manager in all the information security activities implementation and maintenance process.

Ensuring the  team and imparted with Competence related to Information security

Responsible for implementation of security policies and procedures and report any issues to the Information Security Manager.

What you'll need:

Must-haves

Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA/ICAI a plus

7–9 years of FP&A, commercial finance, or operations finance experience; healthcare, life sciences, or services industry background preferred

Proven track record of operating as a finance business partner - with demonstrated ability to influence senior stakeholders, shape strategic decisions, and drive accountability through financial insights

Advanced Excel and financial modeling skills; hands-on experience with Adaptive Insights / Workday Adaptive Planning strongly preferred

Comfortable working across both Google Suite (Sheets, Slides, Docs) and Microsoft Office products

Exposure to AI-assisted analytics or business intelligence tools (Power BI, Tableau, or equivalent) a meaningful advantage

Demonstrated ability to build and maintain complex financial models (capacity models, gross margin workbooks, headcount trackers)

Clear and confident communicator — able to present financial findings to non-finance stakeholders in a concise, actionable way and comfortable engaging with senior leadership in both structured and ad-hoc settings

Highly organized, self-directed, and comfortable managing multiple deliverables across functions and time zones simultaneously

Ability to commute/relocate:

Hyderabad, Telangana: Reliably commute or planning to relocate before starting work (Preferred)

Interview Process*:

Connect with Talent Acquisition

Meet with the Hiring Manager

Behavioral Interview(s)

Case Study

Interview with Senior Leadership

*Subject to change

About Cohere Health:

Cohere Health’s clinical intelligence platform and agentic AI-powered solutions connect health plans’ strategic goals and providers’ needs, optimizing the speed, cost, and quality of care. With an enterprise approach that streamlines payer-provider decision-making across the care continuum–including policy, prior authorization, payment accuracy, and more–the company improves collaboration and reduces burden, resulting in up to 8x ROI and 94% provider satisfaction.

With the acquisition of ZignaAI, we expanded our AI-native platform with a comprehensive Payment Integrity Suite that spans data mining, clinical and coding validation, authorization and claims reconciliation, and end-to-end payment integrity services across pre- and post-pay workflows. By connecting clinical and payment insights, our transparent, AI-powered solutions help health plans proactively improve payment accuracy, reduce waste and vendor dependency, strengthen provider relationships, and build smarter, more efficient payment integrity programs.

Cohere Health’s innovations continue to receive industry-wide recognition. We’ve been recognized on TIME’s World Top HealthTech Companies 2025 list, the 2025 Inc. 5000 list, in the Gartner® Hype Cycle™ for U.S. Healthcare Payers (2022-2025), and ranked as a Top 5 LinkedIn™ Startup for 2023 & 2024.

We can’t wait to learn more about you and meet you at Cohere Health!

Equal Opportunity Statement:

Cohere Health is an Equal Opportunity Employer. We are committed to fostering an environment of mutual respect where equal employment opportunities are available to all.  To us, it’s personal.