Financial Analyst

Onward

Financial Analyst at Onward improving financial operations and driving strategic decisions in a healthcare-focused startup. Analyzing data and ensuring operational excellence.

Posted 7/27/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, budgeting, and strategic planning, with a strong focus on optimizing invoicing workflows and enhancing operational efficiency. Proficient in leveraging advanced tools like Power BI and SQL to drive data-driven insights and improve financial performance.

Highest-signal resume keywords

Financial AnalysisPower BI ExpertiseAdvanced Excel ModelingInvoicing ManagementGAAP Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingBudgetingKPI AnalysisSQLQuickBooksAI-Driven Workflow AutomationSaaS Financial StructuresBilling OperationsReconciliation ProcessesOperational Improvements

Soft Skills

CollaborationAttention to DetailProblem-SolvingCommunicationAdaptability

Certifications & Qualifications

CPACFA

Industry Keywords

Healthcare BillingTransportation SectorPACE OrganizationsSubscription PricingFinancial Workflows

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Develop and maintain robust financial models to support forecasting, budgeting, and strategic planning
Analyze trends, KPIs, and operational data to identify opportunities and mitigate risks
Partner with department leaders to create budgets, track performance, and recommend actionable improvements
Own and manage AI workflows for end-to-end invoicing workflows, ensuring accuracy and timeliness across all customer billing processes
Provide invoices and required reporting for grants and other specialty programs
Collaborate with stakeholders to resolve billing issues, improve payment timelines, and maintain strong relationships with customers
Manage and optimize provider network payment processes
Drive month-end and quarter-end reporting processes, ensuring timely and accurate financial results
Identify inefficiencies in financial workflows and propose solutions to enhance productivity and scalability
Assist leadership in preparing materials for board meetings and investor updates.

Requirements

What you’ll need

3+ years of expertise in financial analysis or FP&A
Experience managing invoicing or payments within the healthcare or transportation sectors is highly valued
You are a Power BI expert with advanced Excel modeling and SQL skills
Hands-on experience with QuickBooks, AI-driven workflow automation, and complex billing and payment operations
A deep understanding of SaaS financial structures and subscription pricing
Familiarity with the unique payment nuances of PACE organizations or healthcare billing
A firm grasp of GAAP and standard reporting practices
While not mandatory, a CPA or CFA designation is preferred
Practical experience in overseeing reconciliation processes and optimizing payment workflows and billing systems
A proven ability to distill intricate data sets into strategic insights and tangible operational improvements
Excel at working across departments, partnering effectively with operations teams and external stakeholders alike
A meticulous eye for detail and accuracy
Comfortable navigating the ambiguity and speed of a rapidly evolving startup landscape.

Benefits

Comp & perks

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