Hybrid Strategic Finance Analyst Strategic Finance Analyst

About Our Client

Blindness is a largely preventable consequence of poorly managed chronic eye diseases. The prevalence of these diseases is expected to double between 2020 and 2050, contributing to rising costs. However, with tailored, timely patient engagement, disease progression can be slowed or stopped in over 95% of cases. The hiring company is leveraging data-driven virtual care management, funded by the National Eye Institute, to address this problem. They focus on personalized engagement and offer care coordination, promoting compliance, and providing support with various patient needs. With access to medical records of thousands of patients and partnerships with hundreds of eye care specialists, the company aims to drive better outcomes and reduce costs.

About The Role

The Strategic Finance Analyst plays a crucial role in building the financial infrastructure and ensuring the financial health and sustainability of the organization. You will work closely with the VP of Finance and executive team to develop financial plans, manage budgets, and drive financial performance. Additionally, you will provide strategic guidance and analysis to support decision-making and growth initiatives. The Analyst is a highly motivated and intellectually curious individual who is passionate about the mission and driven by results.

Responsibilities:

• Develop and maintain the company's financial budgets and forecasts. This involves working closely with department heads to understand their needs and projections, and then consolidating this information into comprehensive financial plans.
• Build financial models to evaluate various scenarios and make informed decisions. These models might include: cash flow projections, revenue forecasts, expense analyses, sensitivity analyses to assess potential risks and opportunities, TAM analyses, cohort analyses, and unit economics analyses.
• Monitor the financial performance against budgets and forecasts. Identify key performance indicators (KPIs) and track them regularly to assess the company's progress towards its goals.
• Analyze variances between actual financial results and budgeted/forecasted figures. Investigate the reasons behind discrepancies and provide insights to management to help improve performance.
• Manage the company's cash flow to ensure that it has enough liquidity to meet its short-term obligations while also optimizing the use of cash for growth and investment purposes.
• Prepare regular financial reports for internal stakeholders (e.g., management team, board of directors) as well as external parties (e.g., investors, lenders). These reports may include income statements, balance sheets, cash flow statements, and other relevant financial metrics.
• Conduct ad hoc financial analyses as requested by management to address specific questions or concerns, such as pricing strategies, cost optimization initiatives, or performance benchmarking against competitors.
• Coordinating investor communications, investor presentations, and investor meetings. Manage the cap table, including Carta, options issuances and 409A valuations.
• Oversee the generation and sending of invoices as well as tracking payments, following up on late payments, managing billing disputes, ensuring compliance with taxation, and maintaining positive client relationships through clear communication and efficient processes.

Requirements

• Bachelor's degree in finance, accounting, or related field
• Background in investment banking or startup finance/business development experience preferred
• Highly proficient in Excel
• Experience with board or client deliverables
• Proven financial modeling and analysis experience, ideally in a healthcare startup or similar fast-paced environment
• Experience creating budgets, forecasting, and financial reporting
• Strong analytical and problem-solving skills
• Exceptional communication and presentation skills
• Detail oriented
• Able to work with ambiguity and tell a story with numbers

Work Environment:

To perform this job, you need a dedicated remote workspace with high-speed internet, low noise, and privacy. The workspace must be HIPAA compliant and your company-issued laptop/PC must ensure data security. You are also required to have your camera on during virtual meetings and be in a designated private workspace.

Benefits

At the hiring company, they know employees are more than just employees. Health and happiness are important. They offer medical insurance for full time employees, 8 paid holidays, and discretionary time off (DTO). As the company grows, so will the benefits package.

401(k)

Dental insurance

Flexible schedule

Flexible spending account

Health insurance

Life insurance

Paid time off

Parental leave

Professional development within the organization

Referral program

Vision insurance

Employee Wellness Program

Salary Range

$85,000 to $95,000 + Bonus