Senior Financial Analyst

About the role

The Senior Financial Analyst – R&D/Product supports financial planning, analysis, and reporting for HealthEdge’s Research & Development and Product organizations. This role plays a pivotal role in supporting the finance team and senior management by providing valuable insights, analysis, and recommendations to drive strategic decision-making and optimize financial performance.

Responsibilities

• Support monthly close, budget-to-actual variance analysis, and reporting for R&D/Product cost centers, flagging risks and opportunities to the Finance Business Partner
• Aid in building and maintaining business segment-level P&L views across HealthEdge’s product portfolio (HealthRules Payer, Source, Care Solutions, BPaaS HealthProof, and others)
• Track capitalized vs. expensed software development costs, supporting compliance with ASC 350-40 in partnership with Accounting
• Maintain and update headcount and workforce planning models for the R&D organization, including FTE/contractor mix
• Prepare quarterly forecast and annual operating plan inputs for R&D/Product cost centers
• Develop and maintain recurring KPI reporting for leadership review
• Partner with Engineering and Product stakeholders on ad hoc analysis requests and data requests
• Aid in financial due diligence and integration analysis for R&D/Product-related M&A activity as needed

Requirements

• Bachelor’s degree in Finance, Accounting, or related field
• 3–5 years of FP&A or accounting experience, ideally with exposure to R&D/Engineering finance in a SaaS or technology environment
• Working knowledge of software capitalization accounting & core SaaS metrics (a plus)
• Strong Excel/financial modeling skills; experience with planning systems (Hyperion, or similar) and BI tools (Power BI, Tableau)
• Comfortable partnering with technical stakeholders in a matrixed organization
• Strong interpersonal and communication skills, with the ability to translate financial information into clear, actionable insights, and collaborate effectively across functions to influence decision-making at all levels of the organization

Qualifications

• PE-backed company experience (a plus)
• Strong attention to detail and ability to manage multiple deliverables under deadline pressure