Financial Analyst

6 days ago

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HealthJoy

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Connecting People With Care

Healthcare Concierge • Telemedicine • Rx Savings • Medical Bill Review • Healthcare AI Chatbot

201 - 500

Description

• Assist with the preparation of monthly financial reporting for internal and external stakeholders, including providing variance analysis and commentary • Support the annual planning and budgeting process and subsequent forecast updates • Maintain long-range financial model to assist with business strategic planning and long-term goals • Work collaboratively with business stakeholders to gather planning inputs, track performance, and drive expense management • Monitor key performance indicators, highlighting trends and analyzing causes of unexpected variance • Assist with preparation of board and investor materials • Lead ad hoc financial projects, such as profitability, ROI, and buy vs. build analysis; summarize findings and provide recommendations

Requirements

• 2+ years of relevant experience, including financial, analytical and/or other related business field; investment banking, consulting, healthcare, and/or SaaS experience a plus • Bachelor’s degree in Finance, Accounting, Economics or business required • Expert modeling and Excel skills are an absolute must-have • Familiarity with GAAP accounting required; CFA or CPA a plus • Proficiency in Google Sheets, Slides, and Docs • Data savvy with a strong attention to detail and accuracy; SQL skills and experience working with large datasets a plus • Focused and proactive quick thinker, with the ability to work creatively and independently • Ability to partner cross-functionally, influence, and communicate with all levels of management • Proactive, thoughtful, & highly organized; able to work under tight deadlines while maintaining impeccable attention to detail

Benefits

• Medical, Dental and vision insurance packages • HSA contribution match • Stock options for eligible roles • 401k match • Paid parental leave • Company sponsored Short Term and Long Term Disability coverage • Flexible PTO