Senior Financial Analyst

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

📋 Description

• Create monthly executive financial summary presentations and annual budget presentations for the board.

• Work closely with the accounting team during monthly and quarterly closings to review and verify accuracy.

• Analyze discrepancies between actual results and budgeted figures, preparing flux and trend analysis for presentation to business leaders.

• Foster a strong operating rhythm and financial discipline throughout monthly, quarterly, and annual forecasting and planning processes.

• Build robust relationships and influence decision-making with leaders in R&D and Product organizations.

• Define and report on key performance indicators (KPIs) to evaluate investment levels and return on investment (ROI) across the product portfolio.

• Assess operational and financial trends to uncover opportunities and provide recommendations for enhancing efficiency and performance.

• Develop data-driven financial models that include scenario analyses for both short- and long-term planning, concentrating on resource allocation and long-range financial strategies.

• Collaborate with R&D and Product teams to conduct cost analysis, margin analysis, and evaluate the overall economics of new products, features, or bundles.

• Support initiatives to centralize data for improved reporting and analytics.

• Participate in process improvement initiatives and identify requirements for enhancements to current systems and workflows; automate processes where feasible.

• Assist in enhancing team members’ understanding and skills regarding existing and forthcoming financial software and processes.

• Extract and manipulate data from various systems to reconcile discrepancies, identify root causes and trends, and summarize findings for leadership.

• Conduct various ad hoc analyses related to the business in alignment with defined strategic priorities and metrics.

⛳️ Requirements

• A bachelor’s degree is required, ideally in finance, accounting, or business administration.

• 1 to 3 years of relevant experience as a corporate financial analyst, business analyst, data scientist, investment banking analyst, or management consultant; prior experience in healthcare is advantageous.

• Strong forecasting experience, including collaboration with the Accounting team to update forecasts.

• Highly organized and process-oriented with a keen attention to detail; possesses creative problem-solving abilities; self-motivated; understands how and when to escalate issues.

• Proven ability to coordinate information across multiple business units and cultivate effective business relationships within the organization.

• Proficient understanding of P&L dynamics and unit economics.

• Ability to maintain poise and professionalism when interacting with senior leaders.

🏝️ Benefits

• Flexible vacation policy.

• 80 hours of paid sick, safe, and caregiver leave each year.

• Performance bonus.