Senior Analyst, Strategic Finance

Summary

Ophelia is a healthcare startup providing evidence-based treatment for opioid use disorder through a telehealth platform. The Senior Analyst will support financial operations including monthly close, reporting, cash and treasury management, ROI analysis, and annual planning while partnering cross-functionally to drive business decisions and growth.

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

Skills

• 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
• Experience in healthcare (ideally digital healthcare), multi-state operations, or another regulated environment; or exposure to claims-based revenue
• Passionate about our mission to make evidence-based addiction treatment universally accessible
• Direct experience with Netsuite, Claude & Claude for Excel, or a BI tool such as Lightdash is a plus

Qualifications

Must Haves

• 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
• Experience in healthcare (ideally digital healthcare), multi-state operations, or another regulated environment; or exposure to claims-based revenue
• Passionate about our mission to make evidence-based addiction treatment universally accessible

Nice to Haves

• Direct experience with Netsuite, Claude & Claude for Excel, or a BI tool such as Lightdash is a plus

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!