Overview
This role supports the Finance and Operations function by owning key financial processes and translating operational activity into revenue and decision-ready analytics.
You will run the monthly revenue close, ensure accuracy, reconcile payer activity, and produce reporting that informs leadership decisions across margin, productivity, and pricing. As the business scales, you will systematize workflows currently handled by the CEO and improve operating processes (including AI-assisted workflows).
Responsibilities
- Run the monthly revenue close and perform QA to ensure accuracy on the first pass (including catching formula issues not caught by automated/billing-rule coverage)
- Reconcile payer payments, produce partner invoices, and investigate/discover and resolve discrepancies
- Own company metrics and reporting, including the monthly reporting pack, revenue and cash tracking, and the financial numbers behind board updates and fundraising
- Build decision-driving analysis such as:
- Unit economics
- Revenue-leakage analysis
- ROI models for prospective partners
- Pricing analysis
- Compensation modeling
- Extend and improve AI-assisted operating workflows used in daily operations
Requirements
- 2–5 years of experience in FP&A, consulting, banking, or startup operations
- Expert modeling skills, including strong Excel and Google Sheets capabilities for building and auditing complex multi-tab models
- Self-managing, deadline-driven approach to work involving financial accuracy
- Fluency with AI tools (used to work faster and improve output)
Preferred Qualifications
- SQL or Python experience (a plus)
- Healthcare or billing experience (welcome, but not required)
Compensation & Benefits
- Base pay: $75,000–$100,000 (based on experience)
- Up to 10% annual performance bonus
- Equity
- Competitive benefits package
Location & Schedule
- Fully remote with Eastern time coverage
- Headquarters in Brooklyn; occasional in-person time is a plus, not a requirement