FP&A Analyst/Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of and enhance the company's operational framework, encompassing revenue, cost structure, workforce, and cash runway.

• Spearhead monthly and quarterly forecasting initiatives in collaboration with Finance, People Operations, Sales, Customer Experience, and Product teams.

• Assist in the annual budgeting process and long-term planning (2–3 year outlooks), including scenario and sensitivity analyses.

• Develop and sustain unit economics and customer-level profitability models, especially within a healthcare SaaS or deployment-intensive context.

• Evaluate performance drivers related to revenue, gross margin, deployment expenses, and operating costs.

• Collaborate with leadership to assess new initiatives, pricing adjustments, hiring strategies, and investment trade-offs.

• Prepare financial materials suitable for board presentations, including variance analysis, key performance indicators, and forward-looking insights—not merely figures.

• Facilitate leadership discussions regarding capital planning, fundraising preparedness, and financial risks and opportunities.

• Aid in converting complex financial data into understandable narratives for non-financial stakeholders.

• Work in tandem with People Operations on workforce planning, headcount approvals, and modeling compensation costs.

• Partner with Sales and Customer Experience to grasp pipeline assumptions, renewals, expansions, and deployment economics.

• Collaborate with Accounting to ensure forecasts are consistent with actual results and maintain reporting integrity.

• Enhance FP&A processes, tools, and reporting as the organization grows (e.g., forecasting cadence, dashboards, and modeling standards).

⛳️ Requirements

• 4–7+ years of experience in FP&A, strategic finance, consulting, investment banking, or other analytical roles.

• Proficient financial modeling abilities (3-statement models, scenario analysis, sensitivity analysis).

• Experience providing support to executive leadership and/or preparing board-level reports.

• Advanced skills in Excel and Google Sheets; capable of constructing models from the ground up.

🏝️ Benefits

• Health insurance

• Professional development opportunities