Financial Analyst

This role is a key member of the Finance Team at HealthJoy, a company that is simplifying the complex and underutilized healthcare benefits industry. With over $100M in fundraising and a growing team, HealthJoy is focused on high growth and high impact. As a member of the Finance Team, your responsibilities will include assisting with financial reporting, budgeting, and long-term strategic planning. Strong financial and analytical skills, as well as proficiency in Excel and GAAP accounting, are required for this role.

Assist with the preparation of monthly financial reporting for internal and external stakeholders, including providing variance analysis and commentary

Support the annual planning and budgeting process and subsequent forecast updates

Maintain long-range financial model to assist with business strategic planning and long-term goals

Work collaboratively with business stakeholders to gather planning inputs, track performance, and drive expense management

Monitor key performance indicators, highlighting trends and analyzing causes of unexpected variance

Assist with preparation of board and investor materials

Lead ad hoc financial projects, such as profitability, ROI, and buy vs. build analysis; summarize findings and provide recommendations

2+ years of relevant experience, including financial, analytical and/or other related business field; investment banking, consulting, healthcare, and/or SaaS experience a plus

Bachelor’s degree in Finance, Accounting, Economics or business required

Expert modeling and Excel skills are an absolute must-have

Familiarity with GAAP accounting required; CFA or CPA a plus

Proficiency in Google Sheets, Slides, and Docs

Data savvy with a strong attention to detail and accuracy; SQL skills and experience working with large datasets a plus

Focused and proactive quick thinker, with the ability to work creatively and independently

Ability to partner cross-functionally, influence, and communicate with all levels of management

Proactive, thoughtful, & highly organized; able to work under tight deadlines while maintaining impeccable attention to detail

• Medical, Dental and vision insurance packages
• HSA contribution match
• Stock options for eligible roles
• 401k match
• Paid parental leave
• Company sponsored Short Term and Long Term Disability coverage
• Flexible PTO
• Commitment to Equal Pay
• Commitment to Equal Opportunity