Senior Financial Analyst

Overview

The Senior Financial Analyst serves as a key financial partner within the Payer Business Unit FP&A team. Responsibilities include producing business unit financial reporting, ad hoc operational models, driver-based forecasts, and leadership packages for assigned product lines. The role analyzes business trends, actual vs. plan variances, and SaaS operational metrics across hybrid revenue models (subscription vs. consumption/usage-based revenue). The analyst also partners with business unit leadership and cross-functional teams including Sales Operations, Customer Success, and Product, while driving FP&A process improvements and reporting automation.

Responsibilities

• Assist in developing and maintaining driver-based forecasting models for hybrid SaaS revenue streams, balancing predictable subscription ARR with variable consumption and usage-based metrics.
• Develop, track, analyze, and report on key SaaS operational KPIs: ARR, NRR, GRR, CAC, LTV, Client Churn/Renewal.
• Prepare monthly data reporting packages with analysis of key business trends and actual vs. plan variances, including comprehensive explanations of differences and the impact of operational drivers to budget/forecast.
• Produce routine and ad hoc financial operational models to support business unit leadership decision-making.
• Support process improvement, workflow automation, and standardization of data used in monthly, quarterly, and annual business unit performance reports.
• Design, develop, and produce standard monthly, quarterly, and annual performance analytics using Oracle Hyperion.
• Collaborate with business unit finance team members to classify, quantify, and/or forecast business metrics and risks using reliable, accurate, comparable, and timely information.
• Articulate findings regularly to business unit management and cross-functional stakeholders.
• Document and/or build simulations and perform operational financial analyses.
• Assess the quality and integrity of data collected, analysis performed, and reports generated.
• Support business unit capex budgeting and forecasting.
• Support business unit opex budgeting and forecasting.
• Maintain compliance with company policies, procedures, and the mission statement.
• Adhere to confidentiality and HIPAA requirements as outlined within Operating Policies and Procedures regarding any aspect of the data handled or services rendered.
• Fulfill other responsibilities/duties reasonably provided to achieve operational and financial success of the business unit.

Requirements

• Minimum of 5+ years of combined finance or accounting experience, including 3+ years in a financial analyst role, with direct exposure to business unit FP&A or embedded operational finance.
• Demonstrated knowledge of SaaS unit economics, metric calculation, and operational KPIs.
• Ability to partner effectively with internal customers and cross-functional teams.
• Advanced Excel skills required (VBA experience is a plus).
• Prior Hyperion planning (Planning / Essbase / Smart View) experience preferred.
• Strong analytical and problem-solving skills with strong attention to detail.
• Ability to create models that provide “what if” capabilities.
• Understanding of US GAAP.
• Track record of driving process improvement and reporting automation.
• Desire to consistently exceed expectations and take on more responsibility.
• Must be very detail-oriented and self-motivated; this role generally requires independent work.
• Experience in Healthcare, Healthcare Technology, or Software/SaaS environments a plus.
• Experience modeling mixed or hybrid revenue models (subscription vs. consumption/usage-based pricing) a plus.

Preferred Qualifications

• Prior Hyperion planning (Planning / Essbase / Smart View) experience.
• Experience in Healthcare, Healthcare Technology, or Software/SaaS environments.
• Experience modeling mixed or hybrid revenue models (subscription vs. consumption/usage-based pricing).
• VBA experience.

Education

• Bachelor’s degree in Business Administration, Finance, or Accounting.

Compensation & Benefits

• Base compensation range: $84,600—$105,000 USD
• In addition to base compensation, this position may be eligible for performance-based incentives.
• Benefits may include health insurance, life insurance, company-paid disability, 401k, 18+ days of paid time off, and more.

Work Environment & Physical Demands

• Sedentary work (sitting for long periods of time).
• Exerting up to 10 pounds of force occasionally and/or negligible amount of force.
• Subject to environmental conditions.
• Travel: less than 5% locally, usually for training purposes.

Work Authorization

This position is not eligible for immigration sponsorship (e.g. H-1B, TN, or E-3). Applicants must be authorized to work in the United States as a condition of employment (for US-based positions).