Financial Analyst

Onward

86d•$80,000 - $100,000•Remote

About The Position

We’re searching for a Financial Analyst to help us scale and optimize our financial operations. This isn’t just about crunching numbers—it’s about driving smart decisions, ensuring operational excellence, and contributing directly to Onward’s growth. You’ll work closely with leadership and cross-functional teams to analyze data, model scenarios, and ensure our financial systems are running smoothly. In addition to traditional FP&A responsibilities, you’ll own and refine invoicing workflows and provider network payment management, making sure we deliver seamless, accurate, and efficient financial transactions for all stakeholders. If you thrive in fast-paced environments and love translating financial data into actionable strategies, this role is for you.

Requirements

At least 3 years of expertise in financial analysis or FP&A.
Power BI expert with advanced Excel modeling and SQL skills.
Hands-on experience with QuickBooks, AI-driven workflow automation, and systems that facilitate complex billing and payment operations.
Deep understanding of SaaS financial structures and subscription pricing.
Firm grasp of GAAP and standard reporting practices.
Practical experience in overseeing reconciliation processes and optimizing payment workflows and billing systems.
Proven ability to distill intricate data sets into strategic insights and tangible operational improvements.
Excel at working across departments, partnering effectively with operations teams and external stakeholders alike.
Meticulous eye for detail and accuracy in financial data and workflow management.
Comfortable navigating the ambiguity and speed of a rapidly evolving startup landscape.

Nice To Haves

Experience managing invoicing or payments within the healthcare or transportation sectors.
Experience within high-growth startup environments.
Familiarity with the unique payment nuances of PACE organizations or healthcare billing.
CPA or CFA designation.

Responsibilities

Develop and maintain robust financial models to support forecasting, budgeting, and strategic planning.
Analyze trends, KPIs, and operational data to identify opportunities and mitigate risks.
Partner with department leaders to create budgets, track performance, and recommend actionable improvements.
Own and manage AI workflows for end-to-end invoicing workflows, ensuring accuracy and timeliness across all customer billing processes.
Provide invoices and required reporting for grants and other specialty programs.
Collaborate with stakeholders to resolve billing issues, improve payment timelines, and maintain strong relationships with customers.
Manage and optimize provider network payment processes, ensuring timely and accurate disbursements while monitoring costs and contract compliance.
Track and reconcile outstanding invoices and payments to maintain healthy cash flow and ensure transparency.
Drive month-end and quarter-end reporting processes, ensuring timely and accurate financial results.
Identify inefficiencies in financial workflows and propose solutions to enhance productivity and scalability.
Support the implementation and optimization of financial systems and tools to manage invoicing and payments effectively.
Perform scenario analyses and what-if modeling to support pricing strategies, investment decisions, and new business opportunities.
Assist leadership in preparing materials for board meetings, investor updates, and other key presentations.
Provide financial insights to guide organizational decisions and align operations with company goals.
Develop dashboards and visualizations to communicate financial performance and key metrics to stakeholders using Power BI.
Monitor industry trends and market dynamics to contextualize financial results and projections.