Lead Financial Analyst

HealthJoy

Lead Financial Analyst at HealthJoy supporting strategic finance and revenue strategy. Collaborate with VP of Finance to own financial models and analyses to drive growth with a remote-first team.

Posted 5/27/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $115,000 - $145,000 per yearWebsite

About the role

Key responsibilities & impact

Own HealthJoy's Core Financial Models End-to-End: Take full ownership of the operating model, long-range plan, and the financial backbone of board reporting. You build, maintain, defend, and evolve; leadership reviews. Set the modeling standards the rest of the organization relies on.
Drive Strategic Finance Analyses That Move the Business: Lead the analytical work behind unit economics, segment profitability, pricing strategy, packaging, and growth analysis. Translate complex data into clear recommendations that executives can act on.
Sharpen GTM Performance Through Analytical Partnership with RevOps: Own the analytical layer for sales and marketing performance — pipeline economics, rep productivity, CAC efficiency, funnel diagnostics, channel ROI, comp plan economics. This is a meaningful portion of the role, not a side project; you'll partner closely with our GTM Systems lead to ensure the data is right and the insights are actionable.
Partner on the FP&A Operating Rhythm: Contribute to the monthly close partnership, budget vs. actuals reporting, headcount tracking, and the board financial package, working alongside other Finance team members who own pieces of this work. Serve as a finance partner for one or more departments, running their budget and headcount planning independently.
Triage and Structure Pricing and Deal Desk Work: Tee up non-standard deal requests with clean analysis and a recommended structure so decisions can happen faster. Serve as backup for routine pricing exceptions and escalate the hard ones with context.
Build AI-Native Finance Workflows: Be hands-on in shaping our AI-native finance function — designing workflows in Claude and other platforms, automating analysis and reporting, and creating finance tooling that didn't exist before. You should bring building appetite and aptitude; we'll build a lot together.

Requirements

What you’ll need

Minimum of 7 years of progressive experience in FP&A, Strategic Finance, investment banking, transaction services, private equity, or management consulting, with at least 2 years in an in-house SaaS startup or high-growth tech finance role
Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related quantitative field
Strong finance fundamentals. Sharp commercial and financial instincts, fluency in how revenue, margin, and cash work together, structured problem-solving on ambiguous business questions, and the analytical rigor expected of top consulting, banking, or strategic finance environments.
Advanced financial modeling and SaaS fluency. Power user of Excel/Sheets for scenarios, sensitivities, cohort and unit economics modeling, multi-sheet model design. Deep understanding of ARR, NDR, GDR, CAC, LTV, and payback, and how they connect to GAAP.
High agency and ambiguity tolerance. Takes ambiguous prompts and returns structured approaches, not requests for direction. Owns analyses end-to-end with a recommendation, not just the math. Thrives in a remote-first startup environment that is fast-paced with constantly shifting priorities. Not everyone thrives here; you should honestly assess if this culture descriptor matches your own work energy!
BI fundamentals. Comfortable with structured data and modern BI tools. Familiarity with underlying concepts matters more than fluency in any specific tool.
AI building experience and appetite. You've started building with AI, and not just used ChatGPT for emails. Concrete examples are great (workflows in Claude, custom GPTs, prompt-engineered analysis, automations that replaced manual finance work), but what matters most is appetite and aptitude. You want to build, you learn fast, and you'll ship things alongside the rest of the team.
GTM/RevOps and deal-level comfort. Prior exposure to sales and marketing analytics including pipeline, comp plan economics, channel ROI, or similar. Comfortable structuring a deal scenario and teeing up a recommendation. Direct deal desk experience is a plus; judgment and analytical structure matter more than reps.
Executive presence and strong written communication. Comfortable presenting to senior leadership. Your work product reads like a recommendation, not a data dump.
Healthcare or insurance industry experience is a plus, not required
Familiarity with NetSuite, Salesforce, or modern planning tools is a plus

Benefits

Comp & perks

Medical, Dental and vision insurance packages
HSA contribution match
Stock options for eligible roles
401k match
Paid parental leave
Company sponsored Short Term and Long Term Disability coverage
Flexible PTO

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingunit economicspricing strategypipeline economicsCAC efficiencyGAAPARRNDRGDRLTV

Soft Skills

structured problem-solvinghigh agencyambiguity toleranceexecutive presencestrong written communication