Phamily

Finance Associate

Phamily

full-time

Posted on:

Origin:  • 🇺🇸 United States • New York

Visit company website
✨ AI Apply
Manual Apply

Job 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