Financial Analyst - Operational Support – Finance, Sales and Customer Success

Annexus Health

52d

About The Position

We are seeking a detail-oriented, proactive finance professional to provide critical financial and analytical support within the corporate finance department and across finance, sales, customer success, and operational functions. This role drives key initiatives in forecasting, financial modeling, and analysis while ensuring seamless execution of business reviews, sales enablement, and platform-related projects. The position reports directly through finance with dotted line reporting and accountability to head of commercial who will contribute at a 50% level for development, reviews, and performance management. The ideal candidate thrives in a fast-paced environment, demonstrates exceptional analytical and organizational skills, and is motivated by work that directly improves patient access to care.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA/CFA a plus)
2–5 years of experience in finance, FP&A, or related analytical/operational roles, ideally with exposure to sales operations or revenue analysis
Superior Excel skills, including advanced functions (nested formulas, array functions, pivot tables, data modeling, and complex scenario analysis)
Proficiency with financial modeling, forecasting, and sales pipeline analytics; experience with BI or analytics tools (e.g., Power BI, Tableau, Looker, Salesforce reporting) strongly preferred
Strong understanding of financial statements, budgeting, and variance analysis
Excellent written and verbal communication skills with the ability to translate complex financial data into actionable insights
High attention to detail, strong organizational abilities, and ability to meet tight deadlines in a dynamic, fast-paced environment
Demonstrated ability to collaborate effectively across finance, sales, operations, and customer-facing teams

Nice To Haves

MBA or CPA/CFA a plus
experience with BI or analytics tools (e.g., Power BI, Tableau, Looker, Salesforce reporting) strongly preferred

Responsibilities

Analyze data and prepare detailed analyses and reports to be included in internal- and external-facing reports and presentations, such as Quarterly Business Reviews (QBRs) Commercial Proposals, and Corporate Presentations (Board of Directors, Leadership, Sales, etc)
Develop, refine, and maintain complex financial models and multi-year forecasts to support strategic planning, scenario analysis, and decision-making
Conduct detailed financial analysis to identify trends, risks, opportunities, and performance drivers across revenue, expense, and margin metrics
Partner with Finance leadership to deliver monthly and quarterly operational reports, ensuring deadlines and accuracy standards are consistently met
Support budgeting cycles, variance analyses, and ad-hoc financial projects as required
Collaborate closely with the Sales team to develop and track revenue projections
Provide deal analysis, pricing guidance, and margin impact assessments to support contract negotiations and renewals
Partner with sales leadership and growth operations to identify opportunities for process improvements, data integrity, and revenue growth
Provide operational support to Customer Success Managers (CSMs) for AssistPoint Analytics, evaluating financial assistance for reasonableness tracking, including identification of discrepancies and engaging teams (Operations\CSMs) for resolution
Assist with renewal management processes, including data gathering, reporting, and cross-functional coordination
Act as a resource for internal teams to quickly resolve finance-related platform questions and data needs
Partner with Finance, Sales, Customer Success, and Operations leadership to streamline workflows, automate reporting, and enhance data visualization
Partner with sales leadership and growth operations to maintain and improve documentation of processes, tools, and dashboards that support finance, sales, and CSM initiatives
Contribute to special projects and strategic initiatives to advance organizational priorities