Job Description:
• Own and continuously improve the company’s operating model, including revenue, cost structure, headcount, and cash runway.
• Lead monthly and quarterly forecasting processes in partnership with Finance, People Ops, Sales, Customer Experience, and Product.
• Support annual budgeting and long-range planning (2–3 year outlooks), including scenario and sensitivity analyses.
• Build and maintain unit economics and customer-level profitability models, particularly in a healthcare SaaS / deployment-heavy environment.
• Analyze performance drivers across revenue, gross margin, deployment costs, and operating expenses.
• Partner with leaders to evaluate new initiatives, pricing changes, hiring plans, and investment tradeoffs.
• Prepare board-ready financial materials, including variance analysis, KPIs, and forward-looking insights—not just numbers.
• Support leadership discussions around capital planning, fundraising readiness, and financial risks/opportunities.
• Help translate complex financial data into clear narratives for non-finance audiences.
• Work closely with People Ops on workforce planning, headcount approvals, and compensation cost modeling.
• Partner with Sales & Customer Experience to understand pipeline assumptions, renewals, expansions, and deployment economics.
• Collaborate with Accounting to ensure forecasts align with actuals and reporting integrity.
• Improve FP&A processes, tools, and reporting as the company scales (e.g., forecasting cadence, dashboards, modeling standards).
Requirements:
• 4–7+ years of experience in FP&A, strategic finance, consulting, investment banking, or similar analytical roles.
• Strong financial modeling skills (3-statement models, scenario analysis, sensitivity analysis).
• Experience supporting executive leadership and/or board-level reporting.
• Advanced Excel / Google Sheets skills; comfort building models from scratch.
Benefits:
• Health insurance
• Professional development opportunities