Finance Analyst

Overview

This Finance Analyst role supports both accounting and financial planning within the finance function. Responsibilities include owning the month-end close and ensuring accurate, timely, and well-documented reporting, as well as building and maintaining financial models used for forecasting, budgeting, and investment decisions.

You will work closely with the Sr. Director of Finance and partner with leaders across Clinical, Operations, Revenue Cycle, and Go-to-Market to explain drivers of revenue and margin and support strategic finance efforts.

Responsibilities

Financial modeling, forecasting, and planning

• Build and maintain core financial models, including the operating model that links revenue, clinician cost, and margin to the three financial statements
• Develop driver-based revenue and margin models covering contract pricing, clinician capacity and utilization, payer mix, and state-level economics
• Own the annual budget and rolling forecast process in partnership with department leaders and the Sr. Director of Finance
• Run scenario and sensitivity analyses to show leadership the range of outcomes and key drivers
• Model new districts, markets, payer contracts, and major investments using cost-benefit and ROI analysis
• Support board and investor reporting with accurate, well-documented model outputs
• Keep models auditable and easy to use (clear structure, documented assumptions, version control, and integrity checks)

Month-end close and accounting

• Own the end-to-end month-end close process, including maintaining the close calendar and checklist, setting deadlines with contributors, and delivering on a predictable schedule
• Prepare journal entries (including accruals, prepaids, deferrals, depreciation and amortization, and recurring and adjusting entries) for review by the Sr. Director of Finance
• Prepare month-end accruals for clinician compensation, payroll-related costs, and vendor expenses
• Reconcile bank, credit card, payroll, and clearing accounts, keeping balance sheet reconciliations current and supported
• Tie subledgers and operational systems (billing and claims data, payroll, expense tools) to the general ledger and investigate and resolve differences
• Produce monthly financial statements and a close package, including clear written explanations of what changed and why
• Improve the close process by documenting procedures, tightening controls, and automating manual steps

Revenue and receivables accounting

• Support revenue recognition across district contracts and insurance reimbursement, including contractual adjustments, collectability estimates, and deferred revenue
• Track AR and AR aging, and reconcile billing-system balances to the general ledger
• Partner with Revenue Cycle and Operations to resolve billing, cash application, and payment-posting discrepancies that affect the books

Analysis and business partnering

• Perform monthly budget-to-actual and variance analysis to highlight risks and opportunities for planning
• Partner with department leaders across Clinical, Operations, Revenue Cycle, and Go-to-Market to understand drivers of revenue, cost, and margin and turn them into recommendations
• Analyze unit economics, such as cost per session against revenue by state, contract, and payer
• Build and maintain recurring reports and KPI tracking on revenue, gross margin, and spend
• Use BI tools and AI-assisted analysis, alongside Excel, to answer questions quickly and verify numbers against source systems before decisions are made

Audit, tax, and compliance

• Prepare schedules and support annual audits, tax filings, and diligence requests
• Maintain clear documentation and audit trails
• Help develop accounting policies and internal controls that scale as the organization grows

Requirements

• Bachelor’s degree in accounting, or a degree in finance or a related field with substantial accounting coursework. Candidates without an accounting degree should have significant hands-on accounting experience.
• 2–4 years of accounting or finance experience, including hands-on responsibility for month-end close activities and exposure to budgeting, forecasting, or financial planning
• Demonstrated financial modeling experience, including building or significantly maintaining models such as an operating model, budget, forecast, or driver-based revenue model, and ability to explain how they work
• Strong working knowledge of US GAAP and accrual accounting, including journal entries, account reconciliations, and flux analysis
• Advanced Excel or Google Sheets skills, including lookups, conditional aggregation, and well-structured, auditable models
• Hands-on experience with a modern GL/accounting system (QuickBooks, NetSuite, or similar)
• Curiosity about the business and comfort partnering with non-finance stakeholders, with clear written and verbal communication that explains results to non-finance colleagues
• Organized, detail-oriented, and able to meet deadlines and manage competing priorities independently in a remote setting

Preferred Qualifications

• CPA or CPA candidacy
• Experience in FP&A, strategic finance, or business partnering at a startup or high-growth company
• Experience in healthcare, health tech, revenue cycle or insurance billing, or K-12 contracts
• Experience with revenue recognition (ASC 606) and AR for variable or third-party payer revenue
• Experience with planning tools (such as Adaptive) and with dashboarding or BI tools
• Comfort using AI tools to speed up analysis
• Experience supporting audits, tax filings, or investor reporting

Compensation & Benefits

• Salary: $100,000
• Equity: Strong competitive equity
• Medical, dental, and vision coverage, with the employer covering a significant share of premiums for employees and dependents
• Flexible unlimited time off and company holidays
• Quarterly mental health days

Location

Fully remote work from anywhere in the United States