Finance Analyst

Daybreak Health

3d • Remote

About The Position

The Finance Analyst works across accounting and financial planning at Daybreak. The role owns the month-end close and helps ensure financial information used by leadership, the board, and investors is accurate, timely, and supported. It also builds and maintains financial models for forecasting, budgeting, and investment decisions, including models that account for school district contracts, insurance reimbursement, clinician capacity and utilization, payer mix, and contract economics.

The analyst partners with the Sr. Director of Finance, who reviews the work and supports the role’s development, and collaborates with leaders across Clinical, Operations, Revenue Cycle, and Go-to-Market. The position explains revenue and margin drivers and contributes to strategic finance work. It combines hands-on accounting responsibilities with financial modeling, FP&A, revenue and receivables accounting, business analysis, and audit and compliance support.

Requirements

• Bachelor’s degree in accounting, or a degree in finance or a related field with substantial accounting coursework; candidates without an accounting degree should have significant hands-on accounting experience.
• 2–4 years of accounting or finance experience, including hands-on month-end close responsibility and exposure to budgeting, forecasting, or financial planning.
• Demonstrated financial modeling experience, including building or significantly maintaining an operating model, budget, forecast, or driver-based revenue model, and ability to explain how the model works.
• Strong working knowledge of US GAAP and accrual accounting, including journal entries, account reconciliations, and flux analysis.
• Advanced Excel or Google Sheets skills, including lookups, conditional aggregation, and well-structured, auditable models.
• Hands-on experience with a modern GL/accounting system such as QuickBooks, NetSuite, or similar.
• Curiosity about the business and comfort partnering with non-finance stakeholders, with clear written and verbal communication that explains results to non-finance colleagues.
• Organized and detail-oriented, with the ability to meet deadlines and independently manage competing priorities in a remote setting.

Nice To Haves

• CPA or CPA candidacy.
• Experience in FP&A, strategic finance, or business partnering at a startup or high-growth company.
• Experience in healthcare, health tech, revenue cycle or insurance billing, or K-12 contracts.
• Experience with revenue recognition (ASC 606) and accounts receivable for variable or third-party payer revenue.
• Experience with planning tools such as Adaptive and with dashboarding or BI tools.
• Comfort using AI tools to speed up analysis.
• Experience supporting audits, tax filings, or investor reporting.

Responsibilities

• Build and maintain core financial models, including an operating model linking revenue, clinician cost, margin, and the three financial statements.
• Develop driver-based revenue and margin models reflecting contract pricing, clinician capacity and utilization, payer mix, and state-level economics.
• Own the annual budget and rolling forecast process with department leaders and the Sr. Director of Finance.
• Run scenario and sensitivity analyses and model new districts, markets, payer contracts, and major investments, including cost-benefit and ROI analysis.
• Support board and investor reporting with accurate, documented model outputs, and maintain models with clear assumptions, version control, and integrity checks.
• Run the month-end close end to end, including maintaining the close calendar and checklist, setting deadlines, and delivering on a predictable schedule.
• Prepare journal entries, including accruals, prepaids, deferrals, depreciation and amortization, and recurring and adjusting entries, for review by the Sr. Director of Finance.
• Prepare month-end accruals for clinician compensation, payroll-related costs, and vendor expenses.
• Reconcile bank, credit card, payroll, and clearing accounts, and maintain supported balance sheet reconciliations.
• Tie billing and claims data, payroll, and expense tools to the general ledger, investigating and resolving differences.
• Produce monthly financial statements and a close package with written explanations of changes and their causes.
• Improve the close process by documenting procedures, strengthening controls, and automating manual steps.
• Support revenue recognition for district contracts and insurance reimbursement, including contractual adjustments, collectability estimates, and deferred revenue.
• Track accounts receivable and aging, and reconcile billing-system balances to the general ledger.
• Partner with Revenue Cycle and Operations to resolve billing, cash application, and payment-posting discrepancies affecting the books.
• Perform monthly budget-to-actual and variance analysis, identifying risks and opportunities.
• Partner with leaders in Clinical, Operations, Revenue Cycle, and Go-to-Market to understand revenue, cost, and margin drivers and develop clear recommendations.
• Analyze unit economics, including cost per session compared with revenue by state, contract, and payer.
• Build and maintain recurring reports and KPI tracking for revenue, gross margin, and spend.
• Use BI tools and AI-assisted analysis alongside Excel, and verify numbers against source systems before sharing them with decision-makers.
• Prepare schedules and supporting materials for annual audits, tax filings, and diligence requests.
• Maintain documentation and audit trails, and help develop accounting policies and internal controls that scale with the company.

Benefits

• Strong competitive equity.
• Medical, dental, and vision coverage, with Daybreak covering a significant share of premiums for employees and dependents.
• Flexible unlimited time off and company holidays.
• Quarterly mental health days.
• Fully remote work from anywhere in the United States.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level