Financial Analyst

About the role

We’re searching for a Financial Analyst to help us scale and optimize our financial operations. This isn’t just about crunching numbers—it’s about driving smart decisions, ensuring operational excellence, and contributing directly to Onward’s growth.

You’ll work closely with leadership and cross-functional teams to analyze data, model scenarios, and ensure our financial systems are running smoothly. In addition to traditional FP&A responsibilities, you’ll own and refine invoicing workflows and provider network payment management, making sure we deliver seamless, accurate, and efficient financial transactions for all stakeholders.

What you'll do

• Financial Planning and Analysis
• Analyze trends, KPIs, and operational data to identify opportunities and mitigate risks.
• Partner with department leaders to create budgets, track performance, and recommend actionable improvements.
• Own and manage AI workflows for end-to-end invoicing workflows, ensuring accuracy and timeliness across all customer billing processes.
• Provide invoices and required reporting for grants and other specialty programs.
• Collaborate with stakeholders to resolve billing issues, improve payment timelines, and maintain strong relationships with customers.
• Manage and optimize provider network payment processes, ensuring timely and accurate disbursements while monitoring costs and contract compliance.
• Track and reconcile outstanding invoices and payments to maintain healthy cash flow and ensure transparency.
• Drive month-end and quarter-end reporting processes, ensuring timely and accurate financial results.
• Identify inefficiencies in financial workflows and propose solutions to enhance productivity and scalability.
• Support the implementation and optimization of financial systems and tools to manage invoicing and payments effectively.
• Perform scenario analyses and what-if modeling to support pricing strategies, investment decisions, and new business opportunities.
• Aid leadership in preparing materials for board meetings, investor updates, and other key presentations.
• Provide financial insights to guide organizational decisions and align operations with company goals.
• Develop dashboards and visualizations to communicate financial performance and key metrics to stakeholders using Power BI.
• Monitor industry trends and market dynamics to contextualize financial results and projections.

What You'll Bring

• Experience: At least 3 years of expertise in financial analysis or FP&A. Experience managing invoicing or payments within the healthcare or transportation sectors is highly valued, particularly within high-growth startup environments.
• Technical Proficiency: Advanced Excel modeling and SQL skills. Hands-on experience with QuickBooks, AI-driven workflow automation, and systems that facilitate complex billing and payment operations.
• Domain Knowledge: Deep understanding of SaaS financial structures and subscription pricing. Familiarity with the unique payment nuances of PACE organizations or healthcare billing is a significant advantage.
• Accounting Foundation: Firm grasp of GAAP and standard reporting practices. CPA or CFA designation preferred.
• Operational Savvy: Practical experience in overseeing reconciliation processes and optimizing payment workflows and billing systems.
• Analytical Mindset: Proven ability to distill intricate data sets into strategic insights and tangible operational improvements.
• Collaboration: Excellent at working across departments, partnering effectively with operations teams and external stakeholders alike.
• Precision: Meticulous eye for detail and accuracy in financial data and workflow management.
• Agility: Comfortable navigating the ambiguity and speed of a rapidly evolving startup landscape.

Why Join Us?

• Impact: Play a pivotal role in scaling a mission-driven organization that’s changing lives.
• Ownership: Take charge of high-impact initiatives and work directly with company leadership.
• Growth: Advance your career in a collaborative, fast-paced startup environment.
• Culture: Join a dynamic team that values innovation, creativity, and purpose.