Lead Analyst, FP&A & Strategic Finance
About the position We’re hiring a Lead Analyst, FP&A & Strategic Finance to own financial planning and business partnership for one of our core segments. You’ll gain experience in all areas of the P&L - top line, revenue recognition, margin improvement, capital allocation, and cash flow management. You’ll help build the infrastructure and tools needed to scale this segment in a fast-paced, pre-IPO environment. This role can be remote or hybrid.
Responsibilities
- Business Partnership & Relationship Building: Forge trusted relationships and serve as the primary finance partner to segment and product leadership across Sales and Ops. Deliver clear, data-backed insights that drive decision-making.
- Revenue Forecasting & Analytics: Own the segment’s revenue forecast and pipeline analysis. Analyze revenue conversion, bookings quality, and cohort performance. Integrate complex revenue streams with rigor and simplicity.
- Financial Planning: Lead target-setting, budgeting, and expense planning. Identify and drive opportunities to improve operational leverage in close partnership with product leaders.
- Ad Hoc Modeling & Scenario Planning: Build sophisticated models to evaluate unit economics, ROI of various investments, and capital efficiency.
- Systems & Process Building: Help design and implement scalable, automated forecasting and reporting processes
Requirements
- 4+ years in FP&A, strategic finance, banking, and/or consulting, with a tour of duty in a high-growth, unstructured environment
- Strong grasp of non-GAAP industry metrics applicable to SaaS companies
- Bias for action and ability to drive multiple, concurrent projects to completion
- Excellent communication, with ability to distill complex financial topics into clear, compelling narratives
- Comfort in a high-visibility role; confident presenting to senior executives and external partners
Nice-to-haves
- Experience in healthcare SaaS, M&A integration, and/or exposure to enterprise deal structures is a plus
- Experience with core finance and sales tech stack (e.g., NetSuite, Salesforce) and FP&A platforms
- Familiarity with SQL and low/no-code dashboarding tools (e.g., Retool) is a plus
- STEM degree and/or CFA charterholder is a plus
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