Senior Financial Analyst, FP&A

Who we're looking for

We're not just looking for someone who knows Excel or has done FP&A before. We're looking for someone who, when they see a process, immediately starts asking why does it work this way — and then starts thinking about how to make it better.

What you'll do

• Dig into financial and operational data to find the story behind the numbers
• Build and maintain models that track revenue, collections, and key performance metrics
• Question existing processes, document how they work, and propose improvements
• Work closely with billing, operations, and clinical teams to understand the "why" behind the data
• Turn messy, manual workflows into something cleaner and more reliable over time

What we care about

• You get genuinely curious when something doesn't make sense — you don't just move on
• You're comfortable sitting with ambiguity and working through a problem you've never seen before
• You learn tools quickly because you understand the underlying logic, not just the steps
• You communicate clearly in writing and can explain a complex finding simply
• You're honest about what you don't know and proactive about filling the gap

Our Pillars

• Make things easier.
• Forge genuine connections.
• Elevate the standard.

Roles and Responsibilities

• Own weekly and monthly revenue reporting, including KPI tracking and performance analysis
• Develop and enhance financial dashboards and operational reporting tools
• Analyze trends in revenue, reimbursement, accounts receivable, customer acquisitions, and provider productivity to identify actionable insights
• Support the monthly close process and partner with accounting on revenue-related analyses
• Build and maintain financial models and forecasting tools
• Partner cross-functionally with operations and leadership to improve financial visibility and support decision-making
• Lead ad hoc analyses related to growth initiatives, new markets, and strategic projects
• Support investor reporting and fund raising efforts
• Own annual budgeting, forecasting, and long-range planning processes
• Develop scenario analyses and financial models to evaluate operational and strategic initiatives
• Identify opportunities to improve processes, increase automation, and enhance scalability across finance and reporting functions
• Provide leadership with data-driven insights that support sustainable growth across the organization
• Help build scalable finance processes and reporting infrastructure to support continued expansion

Required Qualifications

• 3+ years of experience in finance, accounting, FP&A, investment banking, consulting, or a related analytical role
• Strong financial modeling and analytical skills
• Advanced Excel proficiency
• Solid understanding of accounting principles and financial statements
• Experience working with large, complex data sets
• Able to manage projects and processes with limited oversight
• Strong communication skills, including the ability to translate financial data into actionable insights
• Highly independent, detail-oriented, and resourceful, with the ability to balance speed and quality
• Self-starter with a strong desire to learn and grow in a fast-paced environment

Preferred Qualifications

• Experience with SQL
• Experience in healthcare, MSO, or other multi-site service environments
• Experience with NetSuite or a similar ERP system
• Experience with BI and reporting tools such as Power BI, Tableau, or Looker
• Exposure to budgeting, forecasting, and operational finance processes
• Experience in high-growth or private equity-backed environments

Benefits

• W2 role with competitive compensation
• Medical, Dental and Vision on the first of the month after employment
• Paid Vacation, Sick, and Holiday time
• Employee Assistance Program (EAP) provides confidential counseling services, resources, and support to help you navigate personal or professional challenges
• 401(k) plan with company contribution
• Hybrid work schedule
• Opportunity to work in a cutting-edge healthcare technology environment
• Professional development opportunities and training
• Collaborative and supportive work culture
• Impactful role contributing to the enhancement of patient care and healthcare processes