Senior Financial Analyst - US Remote

Overview

This role involves financial planning and analysis within a leading healthcare IT organization specializing in clinical communication and physician scheduling solutions. The employer serves over 30,000 customers including medical practices, hospitals, and health systems, with more than 400 employees and annual revenue exceeding $100 million.

Responsibilities

Financial Planning & Forecasting

• Own and maintain the rolling forecast model covering revenue, headcount, and operating expenses.
• Lead quarterly reforecast cycles by coordinating with department heads, consolidating inputs, and highlighting key variances against budget and prior forecasts.
• Support the annual operating plan process including departmental build-ups, scenario modeling, and executive review presentations.

Reporting & Analytics

• Prepare monthly and quarterly financial packages for internal leadership and external stakeholders such as board members and private equity sponsors.
• Develop and maintain SaaS KPI reporting including ARR, NRR/GRR, bookings, pipeline, go-live trends, and churn.
• Calculate and maintain customer-level ARR tracking, including new logo ARR, expansions, contractions, and churn; act as the finance owner of ARR data integrity across systems.
• Build and maintain variance analysis with clear narratives bridging actuals to budget and forecast.
• Automate and improve recurring reporting workflows to reduce manual effort and improve accuracy.

Business Partnering

• Serve as a finance partner to multiple functional areas.
• Translate financial data into actionable insights for operational leaders with varying levels of finance literacy.
• Support department heads with headcount planning, quota and commission modeling, and budget management.

Strategic & Ad Hoc Analysis

• Build scenario and sensitivity models to support strategic decisions such as pricing, go-to-market investments, and M&A diligence.
• Contribute to board and investor materials including financial slides, KPI commentary, and executive summaries.
• Assist with ASC 606 revenue recognition reporting and bookings-to-revenue pipeline analysis as needed.

Requirements

• 3–7 years of experience in FP&A, corporate finance, accounting, or a related analytical role.
• Prior experience in a SaaS or subscription-based technology company is strongly preferred.
• Proficiency in Excel financial modeling including multi-tab P&L models, scenario analysis, and dynamic lookups; VBA or macro experience is a plus.
• Strong understanding of SaaS metrics such as ARR, MRR, NRR, GRR, CAC, LTV, churn, and bookings.
• Familiarity with GAAP revenue recognition principles, including ASC 606.
• Excellent written and verbal communication skills with the ability to present clearly to both operational and executive audiences.
• High attention to detail and ability to manage multiple deliverables under deadlines.

Preferred Qualifications

• Experience with FP&A/EPM platforms such as Jedox, Adaptive Insights, or Anaplan.
• Exposure to private equity-backed company reporting requirements including investor packages, covenant compliance, and board materials.
• Experience with Salesforce or CRM data as part of revenue and pipeline reporting.
• Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA or CFA progress is a plus but not required.

Compensation & Benefits

• Salary range: $80,000 to $100,000 USD per year, commensurate with experience and skills.
• Remote-first work environment.
• Health, dental, vision, life, and disability insurance options available from day one.
• 401(k) plan with company match and immediate vesting.
• 17 company holidays plus 2 floating holidays and a competitive paid time off policy.
• Opportunities for internal advancement.

Location

Remote work environment with flexibility.