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Senior Financial Analyst
Contract type
Ongoing
Work mode
Remote · United States
Experience
Mid-level · 4+ years
Job description
A Senior Financial Analyst role at EngagedMD, owning budgeting, forecasting and financial analysis to support business decisions. The fully remote position reports to the Chief of Staff and requires residing in the United States.
At a glance
- Employment
- Full-time · Employee (employment agreement)
- Work mode
- Remote · United States
- Languages
- English
What you'll do
- Own the annual budgeting process, including budget development and planning.
- Manage quarterly financial forecasts, incorporating business performance and updated financial projections.
- Conduct monthly and quarterly budget-to-actual variance analysis, identifying key trends, discrepancies, and drivers of financial performance.
- Perform ad-hoc financial analysis to provide insights and support strategic and operational decision-making.
- Assist with month-end accounting activities, including reviewing financial results and supporting accurate financial reporting, including limited journal entry posting.
- Identify opportunities to improve financial processes, reporting efficiency, and the overall quality of financial insights provided to the business.
What we're looking for
- 4+ years of experience in corporate finance, banking, Big Four accounting, or a related financial analysis or accounting role with a desire to transition to a finance oriented role.
- Strong financial modeling and analytical skills, including advanced proficiency in Excel or Google Sheets.
- Working knowledge of SQL, including the ability to query and analyze financial data.
- Experience working with financial reporting, accounting, or ERP systems.
- A startup mindset: energized by process improvement, AI adoption, and growth.
- An ability to model EngagedMD's core values and action principles.
- Superior written and verbal communication skills, with the ability to thrive in a small, fast-paced organization.
- Bachelor's degree or equivalent career experience.
- Candidates are required to reside in the United States.
- Legal authorization to work in the United States.
Nice to have
- Experience supporting annual budgeting, financial forecasting, and budget-to-actual variance analysis.
- At least a passing familiarity with the fertility and/or healthcare industries.
- Successfully worked remotely with distributed teams in the past.
Benefits
- Competitive compensation and equity
- Medical, dental, and vision coverage heavily subsidized by the company
- Open Paid Time Off
- Paid family and medical leave
- Generous paid holidays
- 401(k) retirement savings plan
Apply
About EngagedMD
Patient Journey Management solution for specialty care
EngagedMD is a Patient Journey Management solution for specialty care that helps practices improve patient experience, reduce administrative burden, and convert more patients to care, faster.
Mission
Make life easier for the clinics and patients we serve
Key facts
- Mission-driven, collaborative team that values bold thinking, meaningful results, and continuous improvement
- Small, growing company
What they value
- Bold thinking
- Meaningful results
- Continuous improvement