Role Description
We are seeking an analytical, detail-oriented Financial Analyst to support financial planning, reporting, and operational analysis across our virtual healthcare platform.
Reporting to the Director, Finance, this person will assist in maintaining financial models, preparing monthly variance reports, tracking key operational metrics, and supporting cross-functional teams with data-driven insights.
This personβs responsibility includes:
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Maintaining forecasting templates and analyzing budget-to-actual variances.
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Translating raw operational data into actionable reports.
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Ensuring data integrity across reporting tools.
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Monitoring spend and performance as Midi continues to scale.
Responsibilities:
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Assist in maintaining and updating monthly financial models, rolling forecasts, and annual budget templates.
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Support monthly and quarterly financial close processes by performing budget-vs-actual variance analyses and surfacing key operational trends.
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Prepare and distribute routine financial reporting packages and operational dashboards for leadership and department heads.
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Partner with Accounting on expense tracking and with HR to track headcount updates against budget.
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Gather and clean data to support strategic analyses, including provider capacity planning, clinical visit volume trends, and operational efficiency initiatives.
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Assist in testing, implementing, and maintaining FP&A software and Business Intelligence (BI) reporting tools.
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Help ensure data integrity and confidentiality across all financial systems and reporting outputs.
Qualifications
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Bachelor's degree in Finance, Accounting, Business, or Economics, or equivalent experience.
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1+ years of relevant experience in financial analysis, corporate finance, or accounting (strong internship experience included).
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Core proficiency in Microsoft Excel (familiarity with formulas, VLOOKUP/XLOOKUP, pivot tables, and basic financial modeling).
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Foundational understanding of financial statements (Income Statement, Balance Sheet, Cash Flow) and basic accounting concepts.
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Excellent written and verbal communication skills with the ability to summarize financial data clearly.
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Strong organizational skills with sharp attention to detail.
Requirements
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Exposure to BI tools (Looker, Tableau, Power BI) or modern FP&A software.
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Experience with SQL for data querying and analysis.
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Prior internship or working experience within a healthcare, healthtech, or venture-backed startup environment.
Benefits
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Compensation for this role is $70,000 - $90,000 annually, dependent on experience, location, and other variable factors.
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Equity.
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Benefits (health, dental, vision).
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Flexible vacation & paid time off.
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Paid holidays.
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Work-from-home stipend.