Senior Analyst, Strategic Finance
About The Position
Ophelia is a venture-backed, healthcare startup that helps individuals with OUD by providing FDA-approved medication and clinical care through a telehealth platform. Our approach is discreet, convenient, and affordable. We've been successfully operating in 16 states for almost six years and we're excited to continue our growth. We are a team of physicians, scientists, entrepreneurs, researchers and White House advisors, backed by leading technology and healthcare investors working to re-imagine and re-build OUD treatment in America. About The Role As a Senior Analyst at Ophelia, you will support the core financial operations of a growing multi-state operation: monthly close, financial reporting, cash and treasury management, internal ROI analysis, and annual planning. You'll report directly to the FP&A Manager and partner with them closely across each of these areas. Strategic Finance is a small team, but this is a fundamentally cross-functional role - you will regularly be working with Operations, Technology, Marketing, and People team leadership on a variety of project types. What your first year will look like: You'll take ownership of the parts of close and reporting, build a working understanding of the business through its numbers, and grow into broader ownership of internal ROI analyses to drive company growth.
Requirements
- 3+ years of experience in FP&A, accounting, or a comparable analytical finance role; with a track record of owning monthly close and reporting cycles.
- Strong accounting foundation, including accrual concepts and how entries flow through the income statement, balance sheet, and cash flow statement
- Advanced Excel and financial modeling skills. You can build a model from scratch, and audit someone else's, follow the logic, and find the thing that's wrong with it (if any).
- Stellar communications and stakeholder management with a passion for aligning all participants; able to create strong points of view to achieve Ophelia’s strategy, backed with data.
- Passionate about our mission to make evidence-based addiction treatment universally accessible.
Nice To Haves
- Experience in healthcare (ideally digital healthcare), multi-state operations, or another regulated environment; or exposure to claims-based revenue
- Direct experience with Netsuite, Claude & Claude for Excel, or a BI tool such as Lightdash is a plus.
Responsibilities
- Own the recurring components of the monthly close, and work alongside our external accounting partner to hold the close calendar.
- Draft the monthly reporting package, covering total company and state-level P&Ls, variable unit economics, and the leadership financials deck, to drive insight into the health of the business.
- Build and maintain department- and state-level budget versus actual reporting. Work with budget owners across the company to explain variances and raise issues early enough to act on them.
- Prepare external financial deliverables, including board and lender materials
- Support annual planning and re-forecast cycles, partnering with department leads to collect and consolidate expense budgets
- Run ad hoc internal ROI analyses in collaboration with business partners to help drive company decision-making.
Benefits
- Competitive medical, vision, and health insurance (many plans are fully covered for the employee!)
- Start with 20 days (4 weeks) of PTO, increasing to 5 weeks after 2 years and 6 weeks after 5 years of tenure
- 10 company holidays
- Work From Home Stipend
- 401k Contribution Platform
- Additional benefits offered through our benefits provider such as life insurance, short and long term disability, financial wellness, virtual primary care, among others!
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
