HealthJoy - Lead Financial Analyst
Requirements
• 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 • Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related quantitative field • Strong finance fundamentals. Sharp commercial and financial instincts, fluency in how revenue, margin, and cash work together, structured problem-solving on ambiguous business questions, and the analytical rigor expected of top consulting, banking, or strategic finance environments. • Strong finance fundamentals. • Advanced financial modeling and SaaS fluency. Power user of Excel/Sheets for scenarios, sensitivities, cohort and unit economics modeling, multi-sheet model design. Deep understanding of ARR, NDR, GDR, CAC, LTV, and payback, and how they connect to GAAP. • Advanced financial modeling and SaaS fluency. • High agency and ambiguity tolerance. Takes ambiguous prompts and returns structured approaches, not requests for direction. Owns analyses end-to-end with a recommendation, not just the math. Thrives in a remote-first startup environment that is fast-paced with constantly shifting priorities. Not everyone thrives here; you should honestly assess if this culture descriptor matches your own work energy! • High agency and ambiguity tolerance. • BI fundamentals. Comfortable with structured data and modern BI tools. Familiarity with underlying concepts matters more than fluency in any specific tool. • BI fundamentals. • AI building experience and appetite. You've started building with AI, and not just used ChatGPT for emails. Concrete examples are great (workflows in Claude, custom GPTs, prompt-engineered analysis, automations that replaced manual finance work), but what matters most is appetite and aptitude. You want to build, you learn fast, and you'll ship things alongside the rest of the team. • GTM/RevOps and deal-level comfort. Prior exposure to sales and marketing analytics including pipeline, comp plan economics, channel ROI, or similar. Comfortable structuring a deal scenario and teeing up a recommendation. Direct deal desk experience is a plus; judgment and analytical structure matter more than reps. • GTM/RevOps and deal-level comfort. • Executive presence and strong written communication. Comfortable presenting to senior leadership. Your work product reads like a recommendation, not a data dump. • Executive presence and strong written communication. • Healthcare or insurance industry experience is a plus, not required • Familiarity with NetSuite, Salesforce, or modern planning tools is a plus
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
Benefits
• The cash compensation above includes base salary only. Certain roles are eligible for additional cash incentives such as commission, annual bonus targets, overtime pay or other variable incentives.
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