Financial Analyst I (Boston, MA)

Careforth•Boston, MA

1d•Hybrid

About The Position

A pioneer in the caregiving space, Careforth supports family caregivers across the United States to confidently care for their loved ones at home. Through a combination of in-person home visits, remote coaching and our proprietary digital collaboration app, we provide caregivers with support, guidance, confidence, and connection to resources they need. The Caregivers and families we support stay with Careforth for many years, building lasting relationships along the way. Join us today and live our values: lead with heart, cultivate trust, go beyond. Reporting to the Director of Financial Planning & Operations, the Financial Analyst I will be responsible for financial reporting and analysis, forecasting, and supporting finance functions, including Accounts Payable and Revenue Cycle Management. The Financial Analyst I will collect, analyze, and provide financial data and trends to cross-functional stakeholders to drive informed organizational decisions. This position requires the ability to commute to our Boston corporate office and work onsite at least one day per week.

Requirements

Bachelor's degree in business administration, finance, economics, or a related field
2-4 years of relevant experience in financial reporting and operations
Excellent analytical and problem-solving skills
High level of proficiency with Microsoft Office products especially Excel
Strong communication skills with ability to present complex information to internal and external stakeholders
Ability to multitask with excellent time management skills and strong attention to detail

Responsibilities

Prepare and maintain financial planning, budgeting, forecasting, and reporting models across assigned business units, ensuring accuracy, timeliness, and actionable insight
Execute recurring financial planning functions across the company including monthly, quarterly, and annual budgeting and forecasting cycles
Build and maintain financial models and reports (financial and non-financial) to track progress against goals, monitor financial and operational trends and KPIs; proactively flag variances or notable patterns to leadership and perform ad-hoc analysis as needed
Contribute to monthly financial reporting packages for senior leaders, Board of Directors, and key stakeholders, delivering analytics and insights around key P&L drivers
Partner with the Caregiver Pay and Revenue Cycle Management teams by delivering ad-hoc reporting, data analysis, and backup coverage as needed
Collect and analyze data to support the build of pro forma financial models used to evaluate sales opportunities and forecast profitability
Respond to internal and external inquiries with timely, well-researched analysis and follow-through
Perform other duties and special projects as assigned