Financial Analyst
Remote U.S. (designated states)
This position is fully remote and may be performed ideally from one of the following U.S. states: AL, FL, GA, IN, IL, MA, MD, MI, MS, NJ, NC, OK, OH, PA, SC, TN, TX, VA, VT, WI.
We are currently seeking an exceptional Financial Analyst to join our Finance team.
This individual will work closely with the Sr. Financial Analyst, Director of Financial Planning & Analysis, Chief Financial Officer, and the leadership team in developing financial and operational reports, analysis for supporting cross-functional business teams, financial models and the annual budget. This position will help drive the success of the business by providing information, analysis, and recommendations on financial and operational matters to assist in decision-making. Additionally, this individual will provide analysis and Excel modeling in support of buy-build-partner strategies, including M&A and capital markets projects as needs arise. The role will report to the Director of Financial Planning & Analysis.
Duties and Responsibilities:
Consolidate and analyze financial data (budgets, income statement forecasts etc) taking into account company’s goals and financial standing
Prepare monthly and quarterly management reporting and ad hoc analysis as needed
Perform monthly and quarterly analysis for sales commission compensation
Work on monthly forecasts and the annual budget process
Analyze financial results, key performance indicators, and product line profitability
Maintain order form calculation tools for sales team
Reconcile transactions by comparing and correcting data
Maintain critical data tables for financial and operational metrics used to evaluate and report on business performance
Drive process improvement and policy development initiatives that impact the function
Work with Product and Partnerships teams to support the creation and building of economic opportunity models for buy-build-partner activities, including driving and validating the size of markets as well as internal revenue, expense and growth assumptions
Assist in performing fact-finding and data clean-up activities to validate and consolidate sources of truth for data and financial flows
Position Proficiencies and Requirements:
Must have at least a bachelor’s degree with at least 2-3 years of relevant experience in a SaaS organization
Must be completely proficient in Google Workspace and Microsoft Office Suite, with advanced proficiency in Microsoft Excel
Basic foundational experience with MS Power BI, PowerPivot, and DAX is a plus
Experience with CRM systems, preferably Salesforce.com, Staxbill, and Sage Intacct
Must demonstrate career progression in corporate finance, investment banking, corporate development, or strategy groups
Working knowledge of GAAP and corporate finance principles
Competencies to Drive Success:
Ability to manage very large data sets with multiple sources of data
Great communication skills and ability to present data and analysis to senior management
Ability to synthesize complex data into concise messages and presentations
Structured problem solver who can take a project from problem statement to C-level deliverable
Ability to listen and interpret requirements of internal customers and guide them to optimal outcomes
Ability to work under pressure with tight deadlines and without support infrastructures commonly found in large, mature companies
Ability to work in fast paced, dynamic environment with confidence
Must be a driven self-starter with ability to work independently in a fully remote position
Must be a team player with a positive attitude
At Raintree, we’re not just shaping the future of therapy technology – we’re creating it. This is your chance to be part of something bigger, where your career will have game-changing, career-defining moments that propel you to new heights. We aim to be the best place for the best people, and we’re looking for ambitious, creative thinkers ready to make an impact. Whether you’re advancing AI solutions or enhancing user experiences, your work here will shape the future of therapy technology while advancing your career alongside dedicated professionals who are as committed to your success as you are. At Raintree, your ideas drive real change, your growth is limitless, and the work you do will touch millions of lives. Ready to ignite your career and leave a lasting legacy? Join us and be part of something extraordinary.
Our Core Values
We put our Clients First - We are Open and Honest - We are Disciplined, Yet Flexible
We love to Solve Problems - We are Committed to Greatness - We are a High Performance Team
Raintree Systems provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Bachelor's degree with 2-3 years relevant SaaS experience; advanced Microsoft Excel; Google Workspace and Microsoft Office; CRM experience preferred; GAAP and corporate finance knowledge; ability to work independently in remote role.
Key Responsibilities
- consolidating financial data
- preparing management reports
- analyzing financial results
Skills & Tools
Google Workspace, Microsoft Office, Microsoft Excel, Microsoft Power BI, PowerPivot, DAX, Salesforce.com, Staxbill, Sage Intacct
Job Details
- Category: Finance and Accounting
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — United States or Alabama or Florida or Georgia or Indiana or Illinois or Massachusetts or Maryland or Michigan or Mississippi or New Jersey or North Carolina or Oklahoma or Ohio or Pennsylvania or South Carolina or Tennessee or Texas or Virginia or Vermont or Wisconsin
- Languages: English
About Raintree Systems, Inc.
A leading AI-powered EMR and practice management platform for therapy organizations. — Industry: Information Technology