Presales Consultant
Datarails
Salary
💰 $103,000 - $160,000 per year
Job Level
Mid-LevelSenior
About the role
- Lead the annual budgeting process and ongoing monthly forecasting cycle
- Build and maintain complex financial models; interpret data, draw conclusions, and make recommendations that drive results and influence leaders
- Prepare and communicate monthly, quarterly, and annual variance analyses
- Partner with business leaders across Care Operations, Product, Data Science, and more to understand unit economics and improve operational efficiency
- Collaborate with Accounting and Revenue Cycle Management to support and streamline month-end close processes
- Partner cross-functionally to implement FP&A best practices
- Support the CFO and VP of Finance in delivering monthly reporting packages to the ELT and quarterly packages to the Board, enabling critical strategic discussions
- Identify opportunities to improve, scale, or simplify FP&A processes across teams and the organization
- Drive ad hoc strategic and operational projects, demonstrating versatility and agility in a dynamic environment
Requirements
- Bachelor’s degree in Economics, Accounting, Finance, or a related field (advanced degree a plus).
- 4-8 years of relevant experience in FP&A, strategic finance, investment banking, or similar roles, ideally within a high-growth startup
- Proven ability to thrive in fast-paced, dynamic environments
- Strong collaboration and growth mindset, with curiosity to learn and problem-solve
- Exceptional Excel modeling capabilities and technical skills
- Experience building and maintaining complex financial models
- High proficiency in analyzing data and drawing insights that influence business decisions
- Ability to navigate ambiguity and adapt to new challenges
- Meticulous attention to detail and accuracy
- Excellent written, verbal, and interpersonal communication skills
- Demonstrated ability to handle sensitive and confidential information with discretion
- Preferred: Experience in telehealth, mental health, or healthcare technology
