Senior Financial Analyst - Remote

Overview

Come for the mission. Stay for the experience. Let’s keep things simple: we are an unbelievably talented, hard-working, and compassionate team driving towards a mission that impacts every single one of us - even you!

Healthcare benefits are complex, underutilized and a mystery for most users. We’re removing that complexity. Now more than ever, employers are adding value to their employees’ benefits like telemedicine and mental health services. HealthJoy’s industry-changing tech platform consolidates those benefits into a simplified benefits experience, saving users time and money.

With over $100M in fundraising to date, and the successful closing of our recent Series D, HealthJoy has garnered workplace awards for Inc.’s Fastest Growing Startups and Built In Chicago’s Best Places to Work while growing globally to nearly 400 team members. We’re continuing down the path of high growth and high impact, and this role is a key member of the Finance Team making that happen.

In Short

• Actively support key functions within the Finance department, including the annual planning and budgeting process and subsequent forecast updates
• Maintain long-range financial model to assist with business strategic planning and long-term goals
• Monitor key performance indicators, highlighting trends and analyzing causes of unexpected variance
• Analyze financial data to formulate forecasts, profit and loss accounts, financial models and variance analysis for different programs within the organization or for the company as a whole to aid in decision making
• Manage the preparation of monthly financial reporting for internal and external stakeholders, including providing variance analysis and commentary
• Assist with preparation of board and investor materials
• Lead ad hoc financial projects, such as profitability, pricing, ROI, and buy vs. build analysis; summarize findings and provide recommendations
• Work collaboratively with business stakeholders to gather planning inputs, track performance, and drive expense management

Requirements

• 3+ years of relevant experience, including financial, analytical and/or other related business field; investment banking, consulting, healthcare, and/or SaaS experience preferred
• Bachelor’s degree in Finance, Accounting, Economics or business required
• Expert modeling and Excel skills are an absolute must-have
• Familiarity with GAAP accounting required; CFA or CPA a plus
• Strong understanding of SaaS financial metrics and KPIs (e.g., ARR, CAC, LTV, Net Dollar Retention)
• Proficiency in Google Sheets, Slides, and Docs
• Data savvy with a strong attention to detail and accuracy; SQL skills and experience working with large datasets a plus
• Focused and proactive quick thinker, with the ability to work creatively and independently
• Ability to partner cross-functionally, influence, and communicate with all levels of management
• Proactive, thoughtful, & highly organized; able to work under tight deadlines while maintaining impeccable attention to detail

Benefits

• 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