Lead Financial Analyst (SaaS)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Lead Financial Analyst (SaaS): Driving strategic financial planning, pricing strategy, and GTM performance analysis for a high-growth health-tech platform with an accent on unit economics, board reporting, and SaaS metrics. Focus on building AI-native finance workflows, automating complex reporting, and partnering with leadership to scale financial operations.
Location: Remote-first (US-based)
Salary: $115,000–$145,000
Company
is a fast-growing, mission-driven startup simplifying healthcare benefits through an industry-changing technology platform.
What you will do
- Own the end-to-end operating model, long-range planning, and board reporting financial backbone.
- Lead analytical work on unit economics, segment profitability, pricing strategy, and growth analysis.
- Partner with RevOps to own the analytical layer for sales and marketing performance, including pipeline economics and CAC efficiency.
- Contribute to monthly close, budget vs. actuals reporting, and headcount tracking.
- Triage non-standard deal requests and provide structured recommendations to accelerate decision-making.
- Design and implement AI-native finance workflows to automate manual processes and create new tooling.
Requirements
- Minimum 7 years of experience in FP&A, Strategic Finance, investment banking, or management consulting.
- At least 2 years of in-house experience in a SaaS startup or high-growth tech finance role.
- Advanced financial modeling skills in Excel/Sheets with deep understanding of SaaS metrics (ARR, NDR, LTV/CAC).
- Strong executive presence and ability to translate complex data into clear, actionable recommendations.
- Experience building with AI beyond basic usage, with a demonstrated appetite for automation and tooling.
- Must be authorized to work in the US and comfortable in a fast-paced, remote-first startup environment.
Nice to have
- Healthcare or insurance industry experience.
- Familiarity with NetSuite, Salesforce, or modern planning tools.
Culture & Benefits
- Comprehensive medical, dental, and vision insurance packages.
- 401k match and HSA contribution match.
- Stock options for eligible roles.
- Flexible PTO and paid parental leave.
- Company-sponsored short-term and long-term disability coverage.
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