Overview
A growing organization is seeking a Financial Analyst to support scaling and optimizing financial operations. This role involves financial planning and analysis, managing invoicing workflows, provider payment management, and contributing to strategic decision-making. The position reports to the Chief Executive Officer and is fully remote within the U.S.
Responsibilities
Financial Planning and Analysis
- Develop and maintain financial models for forecasting, budgeting, and strategic planning.
- Analyze trends, KPIs, and operational data to identify opportunities and risks.
- Collaborate with department leaders to create budgets, track performance, and recommend improvements.
Invoicing and Provider Payment Management
- Own and manage AI-driven workflows for end-to-end invoicing, ensuring accuracy and timeliness.
- Provide invoices and reporting for grants and specialty programs.
- Collaborate with stakeholders to resolve billing issues and improve payment timelines.
- Manage and optimize provider network payment processes, ensuring timely and accurate disbursements.
- Track and reconcile outstanding invoices and payments to maintain cash flow and transparency.
Operational Excellence
- Lead month-end and quarter-end reporting processes for timely and accurate financial results.
- Identify inefficiencies in financial workflows and propose solutions to enhance productivity and scalability.
- Support implementation and optimization of financial systems and tools for invoicing and payments.
Strategic Decision Support
- Perform scenario analyses and what-if modeling to support pricing strategies, investments, and new business opportunities.
- Assist leadership in preparing materials for board meetings, investor updates, and key presentations.
- Provide financial insights to guide organizational decisions and align operations with company goals.
Insights and Reporting
- Develop dashboards and visualizations using Power BI to communicate financial performance and key metrics.
- Monitor industry trends and market dynamics to contextualize financial results and projections.
Requirements
- Minimum 3 years of experience in financial analysis or FP&A.
- Experience managing invoicing or payments in healthcare or transportation sectors, preferably in high-growth startups.
- Expertise in Power BI, advanced Excel modeling, and SQL.
- Hands-on experience with QuickBooks, AI-driven workflow automation, and complex billing/payment systems.
- Strong understanding of SaaS financial structures and subscription pricing.
- Familiarity with payment nuances of PACE organizations or healthcare billing is a plus.
- Solid knowledge of GAAP and standard reporting practices; CPA or CFA designation preferred but not required.
- Practical experience overseeing reconciliation processes and optimizing payment workflows.
- Strong analytical skills with the ability to translate complex data into strategic insights.
- Excellent collaboration skills working across departments and with external stakeholders.
- Detail-oriented with a focus on accuracy in financial data and workflow management.
- Comfortable working in a fast-paced, ambiguous startup environment.
Compensation & Benefits
- Salary range: $80,000 to $100,000 annually.
- Stock options included.
Location
- Remote position within the United States.