[Hiring] Senior Financial Analyst @MacroHealth

Role Description

MacroHealth is building out its FP&A function and is hiring a Senior Financial Analyst to serve as the analytical and reporting engine of the team. Reporting to the Senior Director, FP&A, this role owns the recurring production layer of financial planning:

• The monthly and quarterly reporting cycle
• The mechanics of the rolling forecast
• The reporting infrastructure that makes both faster and more reliable

This is a builder role, not a maintenance role. FP&A at MacroHealth is early, which means the person in this seat will help stand up the models, dashboards, and processes rather than inherit a mature system. The right candidate is technically strong in Excel, FP&A planning tools, leverages AI tools like Claude to work more efficiently, comfortable working with imperfect data, and motivated by turning manual reporting into durable, automated infrastructure.

Success in the first year looks like:

• A reporting cycle that runs on schedule without heroics
• A forecast model the Senior Director trusts without re-checking
• At least two recurring manual processes retired through automation

Qualifications

• 3-5 years in FP&A, corporate finance, investment banking, transaction advisory, or a comparable analytical finance role
• Exposure to SaaS, healthcare technology, or another recurring revenue environment is a plus
• Experience contributing to a recurring reporting package or variance analysis that went to a senior audience
• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or related field required
• CPA, CFA, or MBA progress is viewed favorably but not required
• Advanced Excel skills
• Exposure to an ERP and FP&A planning tools, with NetSuite and spreadsheet-based planning tools being a plus
• Hands-on use of AI tools (Claude or similar) in analytical work is a strong plus
• Some familiarity with subscription or transaction-based revenue models

Requirements

• Own the mechanics of the rolling monthly and quarterly forecast
• Refine and maintain the annual operating plan model
• Run scenario mechanics against assumptions set by the Senior Director
• Build and maintain cash flow and runway schedules
• Partner with functional managers and directors on budget ownership
• Work closely with Accounting and the Controller on close timing
• Translate financial results into plain language for non-finance stakeholders
• Surface emerging risks and opportunities to the Senior Director
• Produce the monthly and quarterly financial reporting package
• Support the CFO and Senior Director on Board and investor materials
• Calculate and refresh marketplace and recurring revenue metrics
• Track healthcare marketplace performance indicators
• Deliver ad hoc analysis and data requests for Finance and cross-functional stakeholders
• Build, enhance and maintain FP&A reporting
• Use Claude to speed up recurring work
• Identify and eliminate manual steps in the close-to-report and forecast cycles
• Document processes, metric definitions, and calculation methodology

Benefits

• The expected base salary range for this position is $120,000 to $140,000 USD annually
• This role is eligible for an equity offering
• Comprehensive benefits package
• Potential annual discretionary bonus