Role Description
We are currently seeking a
Senior Financial Analyst
to join our accounting and finance team, reporting to the Director of Finance. This will be a key role in our accounting function.
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Support the development and maintenance of annual budgets, quarterly forecasts, and long-range financial plans.
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Build and maintain financial models to evaluate business performance, forecast results, and support strategic decision-making.
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Partner with operational leaders to understand business performance and translate operational drivers into financial outcomes.
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Analyze key performance indicators related to recurring revenue, labor costs, productivity, utilization, and profitability.
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Participate in preparation of monthly financial reporting packages, management presentations, and board reporting materials.
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Identify opportunities to improve financial reporting, forecasting processes, data quality, and analytical tools, including automation.
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Support strategic initiatives and ad hoc financial analysis to inform leadership decisions.
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Communicate financial insights and actionable recommendations clearly to finance and non-finance stakeholders.
Qualifications
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Bachelor's degree in Finance, Accounting, Economics, or a related field.
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4β7+ years of progressive experience in FP&A, corporate finance, financial analysis, or a related analytical role.
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Experience in a SaaS business, including familiarity with recurring revenue models, ARR, revenue growth drivers, and SaaS performance metrics.
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Experience working in a private equity-backed company, with an understanding of PE reporting expectations, financial accountability, and operating cadence.
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Experience preparing monthly financial reporting packages, management presentations, and board reporting materials.
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Strong financial modeling skills and advanced proficiency in Microsoft Excel.
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Experience with budgeting, forecasting, variance analysis, and management reporting.
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Demonstrated initiative, intellectual curiosity, and a willingness to take ownership of projects and drive them to completion.
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Ability to communicate effectively and persuasively with members of the senior management team and others within the Company.
Preferred Qualifications
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Experience in healthcare, behavioral health, or similar service-oriented businesses.
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Experience leveraging AI tools such as Claude or ChatGPT to improve financial analysis, modeling, reporting, research, or workflow automation.
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Familiarity with business intelligence or data visualization tools.
Benefits
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Health, Dental, & Vision insurance
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401(k) + company match
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Paid time off
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Parental leave
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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.