Financial Analyst

Remote (United States)

Job Details

Location: United States

Workplace: Remote

Reports To: Chief Executive Officer

Experience: 3+ years of financial analysis or FP&A experience

Core Areas: Financial Planning & Analysis, financial modeling, forecasting and budgeting, invoicing, provider payment management, Power BI, advanced Excel modeling, SQL

Compensation: $80,000–$100,000 per year

About the Role

This opportunity is for a Financial Analyst responsible for supporting Financial Planning & Analysis, financial operations, forecasting, budgeting, financial modeling, reporting, invoicing, and provider payment management. The role will analyze financial and operational data, model business scenarios, monitor performance, and provide actionable insights that support leadership decisions and organizational growth.

The position also owns and improves invoicing and payment workflows, including AI-driven automation, reconciliations, cash flow monitoring, and financial systems. Strong Power BI, advanced Excel modeling, SQL, QuickBooks, GAAP, SaaS financial structures, subscription pricing, and cross-functional financial analysis capabilities are central to the role.

What You'll Do

• Develop and maintain robust financial models to support forecasting, budgeting, and strategic planning.
• Analyze financial trends, KPIs, and operational data to identify opportunities and mitigate risks.
• Partner with department leaders to develop budgets, track performance, and recommend actionable improvements.

• Own and manage AI-driven workflows supporting end-to-end invoicing, ensuring accuracy and timeliness across customer billing processes.
• Prepare invoices and required reporting for grants and other specialty programs.
• Work with stakeholders to resolve billing issues, improve payment timelines, and maintain effective customer relationships.
• Manage and optimize provider network payment processes, ensuring timely and accurate disbursements while monitoring costs and contract compliance.
• Track and reconcile outstanding invoices and payments to support healthy cash flow and financial transparency.

• Drive month-end and quarter-end reporting processes to deliver timely and accurate financial results.
• Identify inefficiencies in financial workflows and recommend solutions that improve productivity and scalability.
• Support the implementation and optimization of financial systems and tools used to manage invoicing and payments.

• Perform scenario analysis and what-if modeling to support pricing strategies, investment decisions, and new business opportunities.
• Assist leadership with materials for board meetings, investor updates, and other key presentations.
• Provide financial insights that guide organizational decisions and align operations with company goals.

• Develop Power BI dashboards and visualizations that communicate financial performance and key metrics to stakeholders.
• Monitor industry trends and market dynamics to provide context for financial results and projections.

Qualifications

Required Experience

• At least 3 years of experience in financial analysis or Financial Planning & Analysis.
• Hands-on experience with financial modeling, forecasting, budgeting, reporting, and financial decision support.
• Practical experience overseeing reconciliation processes and optimizing payment workflows and billing systems.
• Proven ability to translate complex datasets into strategic insights and tangible operational improvements.
• Experience working effectively across departments, including with operations teams and external stakeholders.

Required Skills

• Expert-level Power BI capabilities for financial dashboards, visualization, performance reporting, and stakeholder communication.
• Advanced Excel modeling skills and strong SQL proficiency.
• Hands-on experience with QuickBooks.
• Experience using AI-driven workflow automation to support financial processes, including complex billing and payment operations.
• Strong understanding of SaaS financial structures and subscription pricing.
• Firm knowledge of GAAP and standard financial reporting practices.
• Strong analytical skills with the ability to evaluate detailed financial and operational data and convert findings into actionable recommendations.
• High attention to detail and accuracy when managing financial data, invoicing, payments, and reporting workflows.
• Ability to work effectively in an ambiguous, rapidly evolving startup environment.

Preferred Qualifications

• Experience managing invoicing or payments in the healthcare or transportation sectors, particularly in a high-growth startup environment.
• Familiarity with the payment nuances of PACE organizations or healthcare billing.
• CPA or CFA designation preferred.