Senior Financial Analyst

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

📋 Description

• Manage and enhance the company's financial model, including revenue projections, expense monitoring, cash flow analysis, and runway assessments.

• Create and sustain board reporting packages that encompass operating metrics, financial performance, and pipeline assessments.

• Assist in fundraising efforts by developing investor-quality financial models, conducting scenario analyses, and preparing data rooms.

• Monitor company-wide unit economics, such as CAC, LTV, gross margin by segment, and contribution margin by hospital.

• Lead the annual budgeting process and periodic reforecasting in collaboration with the Director of Finance.

• Develop and manage financial reporting and analytics using Sigma, encompassing management reports, KPI dashboards, and self-service interfaces.

• Construct EBITDA lift models and frameworks for unit economics aimed at enterprise prospects.

• Create tailored financial proposals for corporate veterinary networks.

• Model enterprise revenue recognition mechanics, including ASC 606 allocation, consumption-based recognition, straight-line amortization, and breakage timing.

• Design pricing scenarios and rebate structures for enterprise negotiations.

• Participate in customer discussions to respond to inquiries regarding incrementality and ROI.

• Evaluate portfolio performance data, including pre-post spend lift, visit frequency, cancellation rates, breakage, and payment capture.

• Report directly to the Director of Finance and collaborate with founders and leaders across Sales, Operations, Product, and Engineering.

⛳️ Requirements

• 4–7 years of experience in financial analysis, FP&A, investment banking, consulting, or a finance role within a SaaS or healthtech organization.

• Proficient in SQL, including the ability to write queries against data warehouses like BigQuery or Snowflake.

• Working knowledge of at least one BI tool: Sigma, Looker, Tableau, or Power BI.

• Outstanding Excel and financial modeling capabilities.

• Familiarity with SaaS economics, including ARR, retention, LTV, CAC, and relevant accounting principles.

• Knowledge of or a willingness to learn ASC 606 revenue recognition standards and subscription billing processes.

• Comfortable presenting financial analyses to external stakeholders, including enterprise CFOs and procurement teams.

• Strong attention to detail with the ability to manage large datasets from various sources.

• Experience with billing and accounting platforms such as Stripe, QuickBooks, or equivalent is an advantage.

• Understanding of SaaS metrics and terminology, including ARR, retention, CAC, LTV, payback, magic number, and the rule of 40.

🏝️ Benefits

• Equity

• Health coverage

• Dental coverage

• Vision coverage

• Remote work arrangement