Senior Financial Analyst
Health Catalyst
Finance Associate
Phamily
full-time
Posted on:
Location: New York • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
Tech Stack
PythonSQL
About the role
- Work closely with the CFO and VP of Finance to manage core financial operations and lead cross-functional strategic initiatives
- Provide hands-on exposure to operating a high-growth AI SaaS business in the healthcare space
- Oversee financial reporting, budgeting, forecasting, and cash flow tracking
- Prepare internal financial summaries and dashboards for leadership and stakeholders
- Utilize Excel, SQL and data analytics tools to analyze financial and operational data
- Identify and implement improvements to finance and business operations workflows
- Monitor and report on KPIs, along with insights
- Evaluate and improve operational processes to enhance efficiency
- Partner with Product, Ops, Growth and Customer Success teams to support key initiatives
- Research and identify potential growth and partnership opportunities
- Support investor or board reporting requests as needed
Requirements
- Passionate about our mission and working on products that improve lives
- Deep comfort with spreadsheets, financial reporting, and operational detail
- Self-directed quick learner and analytical problem solver
- Clear, concise communicator who asks sharp questions and follows through
- Perfects every detail, but limits the number of details
- Comfortable owning workstreams independently in a small, agile team
- Interest in healthcare, software, or data-driven businesses
- 2 to 3 years of experience in investment banking, consulting, startup finance or a related field
- Bachelor's Degree in Finance, Economics, BBA, or related field required
- Master’s Degree in Finance, Economics, MBA, or related field preferred
- Advanced Excel skills; comfort with SQL or Python for data analysis
- Strong financial modeling, reporting, and analytical abilities
- Entrepreneurial mindset focused on solving complex challenges
- Strong communication and presentation skills
- High attention to detail with ability to prioritize what matters
- Adaptable and energized by fast-paced environments
