Lead Financial Analyst

Overview

A leading organization in the Hospitals & Medical Centers sector is seeking a Lead Financial Analyst to join their team. This role focuses on driving operational priorities related to execution quality, efficiency, safety, and measurable performance outcomes. The position involves collaboration with field leadership, support functions, and cross-functional stakeholders to enhance accountability, service delivery, and operational consistency. It offers the opportunity to impact operational scale, customer outcomes, and overall organizational performance within a healthcare environment.

Location

• Remote (US-based candidates only)
• No visa sponsorship available

Compensation

• $115,000 – $145,000 annually

Responsibilities

• Own the end-to-end operating model and long-term financial plan
• Lead budgeting and forecasting cycles
• Develop models for unit economics and pricing strategies
• Analyze sales and marketing performance metrics
• Contribute to monthly financial reports and board packages
• Manage non-standard pricing requests and deal desk operations
• Implement AI-driven finance processes to enhance efficiency

Qualifications

• 7+ years of experience in Financial Planning & Analysis (FP&A) or Strategic Finance, preferably in a SaaS startup or technology finance role
• Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related field
• Strong fundamentals in finance and structured problem-solving skills
• Advanced financial modeling expertise, especially with SaaS metrics
• Ability to work comfortably with ambiguity and demonstrate high agency in driving analyses
• Basic familiarity with business intelligence (BI) tools and structured data concepts
• Experience building AI-driven finance workflows

Desired Skills and Experience

• Proficiency in Excel and SaaS financial modeling
• Knowledge of ARR (Annual Recurring Revenue), NDR (Net Dollar Retention), GDR (Gross Dollar Retention), CAC (Customer Acquisition Cost), and LTV (Customer Lifetime Value)
• Experience with BI tools, NetSuite, Salesforce, and AI platforms such as Claude
• Familiarity with planning tools, SQL databases, data visualization tools, statistical analysis software
• Experience with business process automation tools, machine learning frameworks, and data warehousing solutions

Benefits

• Medical, dental, and vision insurance
• Health Savings Account (HSA) contribution match
• Stock options for eligible positions
• 401(k) match
• Paid parental leave
• Short and long-term disability coverage
• Flexible paid time off (PTO)

The employer is an equal opportunity organization and encourages applications from candidates who may not meet every qualification but bring valuable backgrounds and perspectives.