Lead Financial Analyst

Overview

This role is a key position within the Finance Team of a fast-growing healthcare technology company focused on simplifying healthcare benefits. The organization’s platform consolidates various employee benefits such as telemedicine and mental health services into a streamlined experience, helping users save time and money. The company operates in a remote-first environment and is experiencing rapid growth.

Responsibilities

• Own and maintain the core financial models including the operating model, long-range plan, and board reporting financials.
• Lead strategic finance analyses related to unit economics, segment profitability, pricing strategy, packaging, and growth.
• Partner closely with Revenue Operations to analyze sales and marketing performance, including pipeline economics, rep productivity, customer acquisition cost (CAC) efficiency, funnel diagnostics, channel ROI, and compensation plan economics.
• Contribute to the financial planning and analysis (FP&A) operating rhythm, including monthly close, budget vs. actual reporting, headcount tracking, and board financial packages.
• Manage pricing and deal desk requests by providing structured analysis and recommendations; serve as backup for routine pricing exceptions.
• Develop and implement AI-native finance workflows to automate analysis, reporting, and finance tooling.
• Collaborate with one or more departments on budget and headcount planning.
• Work alongside Accounting and Finance team members to maintain reporting cadence.

Requirements

• Minimum 7 years of progressive experience in FP&A, Strategic Finance, investment banking, transaction services, private equity, or management consulting.
• At least 2 years of experience in an in-house SaaS startup or high-growth technology finance role.
• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related quantitative field.
• Strong finance fundamentals with sharp commercial and financial instincts, fluency in revenue, margin, and cash flow dynamics, and structured problem-solving skills.
• Advanced financial modeling skills and SaaS business model fluency, including expertise in ARR, NDR, GDR, CAC, LTV, payback, and GAAP connections.
• High agency and tolerance for ambiguity; ability to independently structure and own analyses with actionable recommendations.
• Familiarity with business intelligence fundamentals and comfort working with structured data and modern BI tools.
• Experience building AI-driven finance workflows or automations; demonstrated aptitude and enthusiasm for AI technologies.
• Exposure to sales and marketing analytics, including pipeline management, compensation plan economics, channel ROI, and deal structuring.
• Strong executive presence and written communication skills; able to present clear recommendations to senior leadership.

Preferred Qualifications

• Experience in healthcare or insurance industries.
• Familiarity with NetSuite, Salesforce, or modern financial planning tools.

Compensation & Benefits

• Job Level: 40
• Base Salary Range: $115,000 - $145,000 (base salary only; additional cash incentives may apply depending on role)
• Comprehensive benefits package including medical, dental, and vision insurance
• Health Savings Account (HSA) contribution match
• Stock options for eligible roles
• 401(k) match
• Paid parental leave
• Company-sponsored short-term and long-term disability coverage
• Flexible paid time off (PTO)

Compensation decisions are based on individual qualifications, role responsibilities, external market data, and company financial performance. The employer is a remote-first organization and salary ranges are not adjusted for geographic location.

Location

Remote-first position; candidates should be comfortable working in a fast-paced, ambiguous startup environment with remote collaboration.

Equal Pay Commitment

The organization is committed to diversity, equity, and inclusion, ensuring equal pay for equal work regardless of gender, race, or other personal characteristics. Regular reviews of pay practices are conducted to identify and correct any disparities.