Conduct cross-functional analysis and summarize results into actionable insights that support strategic decision making across the organization.
Support the annual financial planning process including: build budget templates, participate in department-level discussions, and develop structure for performance management against goals.
Prepare materials in conjunction with month-end close: Budget vs Actual reports, vendor level spend analysis, and monthly headcount reconciliation for the Sales and Marketing organization.
Generate and help to automate the reporting materials for the leadership, board of directors, etc.
Analyze financial data to identify areas of improvement across the organization.
Demonstrate strategic, analytical, interpersonal, organizational, and communication skills.
Acquire and maintain an understanding of the strategies, priorities and issues within the US healthcare system.

Requirements

3+ years of business experience in Investment Banking, Corporate Finance, Accounting, or Consulting, fast growing tech company experience preferred
Bachelor’s degree or equivalent in Finance, Accounting, Economics, or related field
Excellent communication and interpersonal skills
Strong analytical skill set with ability to apply quantitative reasoning to business problems
Demonstrated ability to meet tight deadlines with an emphasis on attention to details
Proactive self-starter; able effectively prioritize and manage daily responsibilities independently
Motivated/energized in working in a mission based environment
High Proficiency in Excel and GSuite
Experience in B2C or Digital Health
Experience with financial systems (ex. Netsuite)
Experience with SQL, Python and/or Tableau
Demonstrated experience implementing AI capabilities into Financial workflows

Benefits

✅ Remote-First Company
✅ Unlimited PTO
✅ Flexible & remote location
✅ Healthcare Coverage (Medical, Dental, Vision)
✅ 401k and bonus
✅ Registered Dietitian Sessions

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial analysisbudgetingdata analysisquantitative reasoningfinancial reportingperformance managementAI implementationSQLPythonTableau

Soft Skills

analytical skillscommunication skillsinterpersonal skillsorganizational skillsstrategic thinkingattention to detailproactive self-startertime managementprioritizationmotivation