Lead Financial Analyst
New
H
HealthJoyHealthTech SaaS
US RemoteFull-TimeSenior
Salary115,000 - 145,000 USD per year
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Job Details
- Experience
- Minimum of 7 years of progressive experience in FP&A, Strategic Finance, investment banking, transaction services, private equity, or management consulting, with at least 2 years in an in-house SaaS startup or high-growth tech finance role
- Required Skills
- Data AnalysisMicrosoft Excel
Requirements
- Minimum of 7 years of progressive experience in FP&A, Strategic Finance, investment banking, transaction services, private equity, or management consulting
- At least 2 years in an in-house SaaS startup or high-growth tech finance role
- Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related quantitative field
- Advanced financial modeling and SaaS fluency (ARR, NDR, GDR, CAC, LTV)
- Power user of Excel/Sheets for scenarios and cohort modeling
- Experience with modern BI tools and structured data
- Practical experience building with AI (workflows in Claude, custom GPTs, prompt-engineered analysis)
- Familiarity with sales/marketing analytics and deal-level structuring
- Executive presence and strong written communication skills
Responsibilities
- Own the operating model and long-range plan end-to-end
- Lead annual budgeting and quarterly re-forecasting cycles
- Build models for unit economics, cohort profitability, LTV/CAC, segment P&Ls, and pricing scenarios
- Run RevOps analytics: pipeline, rep productivity, channel ROI, comp plan economics
- Contribute to monthly close, BvA reporting, and the board package alongside other Finance team members
- Triage pricing and deal desk requests; serve as backup on routine pricing exceptions
- Ship AI-native finance workflows that replace manual work
- Partner with one or more departments on budget and headcount
- Collaborate with Accounting and Finance team members on reporting cadence
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