Phamily

Financial Planning and Analysis

• 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

Finance Associate