Senior Financial Analyst

Overview

This role supports the accounting and finance function as a Senior Financial Analyst, reporting to the Director of Finance.

The position is responsible for financial planning, forecasting, modeling, and reporting, partnering with operational leaders to translate business drivers into financial outcomes.

Responsibilities

• Support the development and maintenance of annual budgets, quarterly forecasts, and long-range financial plans.
• Build and maintain financial models to evaluate business performance, forecast results, and support strategic decision-making.
• Partner with operational leaders to understand business performance and translate operational drivers into financial outcomes.
• Analyze key performance indicators related to recurring revenue, labor costs, productivity, utilization, and profitability.
• Participate in preparation of monthly financial reporting packages, management presentations, and board reporting materials.
• Identify opportunities to improve financial reporting, forecasting processes, data quality, and analytical tools, including automation.
• Support strategic initiatives and ad hoc financial analysis to inform leadership decisions.
• Communicate financial insights and actionable recommendations clearly to finance and non-finance stakeholders.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 4–7+ years of progressive experience in FP&A, corporate finance, financial analysis, or a related analytical role.
• Experience in a SaaS business, including familiarity with recurring revenue models, ARR, revenue growth drivers, and SaaS performance metrics.
• Experience working in a private equity-backed company, with an understanding of PE reporting expectations, financial accountability, and operating cadence.
• Experience preparing monthly financial reporting packages, management presentations, and board reporting materials.
• Strong financial modeling skills and advanced proficiency in Microsoft Excel.
• Experience with budgeting, forecasting, variance analysis, and management reporting.
• Demonstrated initiative, intellectual curiosity, and a willingness to take ownership of projects and drive them to completion.
• Ability to communicate effectively and persuasively with members of senior management and others within the organization.

Preferred Qualifications

• Experience in healthcare, behavioral health, or similar service-oriented businesses.
• Experience leveraging AI tools such as Claude or ChatGPT to improve financial analysis, modeling, reporting, research, or workflow automation.
• Familiarity with business intelligence or data visualization tools.

Compensation & Benefits

• Health, Dental, & Vision insurance
• 401(k) + company match
• Paid time off
• Parental leave
• Professional development assistance

Location

Remote opportunities are only available to candidates who reside in the following states: AL, AZ, CT, FL, GA, HI, IA, IL, IN, KY, LA, MD, MA, MI, MN, MO, MT, NC, NE, NH, NJ, NV, OH, OR, PA, RI, TN, TX, VA, WA, WI, WY

Equal Opportunity

The organization is an equal opportunity employer and is committed to providing a workplace free from harassment and discrimination. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Accommodations are available for applicants with disabilities.