Financial Analyst

Summary

MediSpend is seeking a Financial Analyst to support its financial planning, analysis, and reporting activities. The role is responsible for budgeting, forecasting, financial modeling, variance analysis, KPI and management reporting, cash flow forecasting, and providing financial insights for business decision-making while collaborating with stakeholders across the organization.

Responsibilities

• Support the annual budgeting and periodic forecasting processes, including gathering assumptions, preparing financial models, consolidating inputs, and analyzing results
• Prepare monthly budget-to-actual and period-over-period analyses
• Analyze revenue, expenses, headcount, operating results, and other key financial and business metrics to identify trends, risks, opportunities, and areas requiring further review
• Develop and maintain financial models, schedules, dashboards, and reports used to support financial planning and business decision-making
• Partner with department leaders to review financial performance, understand variances, monitor spending, and support departmental planning and forecasting
• Assist with the preparation and analysis of company-wide key performance indicators and management reporting
• Perform ad hoc financial analysis and scenario modeling to evaluate business initiatives, investments, operational changes, and other strategic decisions
• Support cash flow forecasting and other financial planning activities as needed
• Assist in tracking sales bookings, renewals and contraction data
• Support the Finance and Accounting teams with contract management
• Monitor financial and operational data for accuracy and consistency and work with appropriate stakeholders to resolve data quality issues
• Identify opportunities to improve financial reporting, forecasting, modeling, and analytical processes through increased efficiency, standardization, and automation
• Support Finance leadership with presentations, analyses, and other materials for executive leadership and other key stakeholders
• Maintain confidentiality and appropriately handle sensitive company and financial information
• Perform other duties and special projects as assigned

Skills

• Strong analytical and problem-solving skills with the ability to interpret financial data and identify trends and insights
• High attention to detail and commitment to accuracy and data integrity
• Strong business and financial acumen
• Effective written and verbal communication skills, including the ability to communicate financial information to non-finance stakeholders
• Ability to collaborate effectively across departments and levels of the organization
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines
• Sound judgment and discretion when handling confidential information
• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
• 2–5 years of relevant experience in FP&A, corporate finance, financial analysis, accounting, or a related field
• Strong proficiency in Microsoft Excel and financial modeling
• Experience with budgeting, forecasting, variance analysis, and financial reporting
• Working knowledge of financial statements and fundamental accounting concepts
• Experience with financial systems, ERP platforms (Netsuite), planning tools, and/or business intelligence applications
• This position is fully remote, with limited travel that may be required for occasional team meetings, training sessions, or business events
• Work is performed primarily in a home-office environment using standard office equipment such as a computer, keyboard, mouse, and phone
• Employees are expected to maintain a safe, ergonomic, and confidential workspace with reliable high-speed internet access suitable for professional remote work
• The role generally requires extended periods of sitting, viewing a computer screen, and communicating through written and verbal means
• Occasional light physical activity (e.g., lifting materials or equipment up to 20 pounds) may be necessary
• Experience in a SaaS, technology, or high-growth environment preferred

Qualifications

Must Haves

• Strong analytical and problem-solving skills with the ability to interpret financial data and identify trends and insights
• High attention to detail and commitment to accuracy and data integrity
• Strong business and financial acumen
• Effective written and verbal communication skills, including the ability to communicate financial information to non-finance stakeholders
• Ability to collaborate effectively across departments and levels of the organization
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines
• Sound judgment and discretion when handling confidential information
• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
• 2–5 years of relevant experience in FP&A, corporate finance, financial analysis, accounting, or a related field
• Strong proficiency in Microsoft Excel and financial modeling
• Experience with budgeting, forecasting, variance analysis, and financial reporting
• Working knowledge of financial statements and fundamental accounting concepts
• Experience with financial systems, ERP platforms (Netsuite), planning tools, and/or business intelligence applications
• This position is fully remote, with limited travel that may be required for occasional team meetings, training sessions, or business events
• Work is performed primarily in a home-office environment using standard office equipment such as a computer, keyboard, mouse, and phone
• Employees are expected to maintain a safe, ergonomic, and confidential workspace with reliable high-speed internet access suitable for professional remote work
• The role generally requires extended periods of sitting, viewing a computer screen, and communicating through written and verbal means
• Occasional light physical activity (e.g., lifting materials or equipment up to 20 pounds) may be necessary

Nice to Haves

• Experience in a SaaS, technology, or high-growth environment preferred

Benefits

• Competitive base salary plus bonus
• Work from anywhere – Roles are open to candidates located anywhere in the US (United States)
• Unlimited PTO (Paid Time Off), including Paid Holidays and Sick Leave
• 401k+ Match
• Comprehensive health, dental, and vision insurance
• Paid Parental Leave
• Health and wellness perks including life & disability insurance
• Healthcare funding options like FSAs (Flexible Spending Accounts) and HSAs (Health Savings Account)
• Dependent Care
• An EAP (Employee Assistance Program) program
• Discounts
• Learning and Development