Senior Financial Analyst, Heartbeat Health

• Education: Bachelor’s degree in Finance, Accounting, Economics, Business, Healthcare Administration, Data Analytics, or a related field
• Experience: 4-8+ years of relevant experience in FP&A, strategic finance, healthcare finance, corporate accounting, transaction advisory, or investment banking
• Industry Knowledge: Solid grasp of healthcare finance concepts (e.g., CMS allowables, wRVUs, provider productivity) and core GAAP principles
• Technical Mastery: Advanced Excel/Google Sheets skills (complex formulas, scenario modeling, sensitivity analysis, data cleansing) with a proven track record of handling large datasets
• Tech-Forward Mindset: Comfort using modern AI productivity tools to enhance analysis and documentation while maintaining strict quality control
• Critical Thinker: Uncovers the underlying business question behind the data
• Self-Directed Operator: Moves seamlessly from ambiguous inputs to structured workplans and polished deliverables.Strong attention to detail, organizational skills, and ability to meet regular and sometimes intense deadlines.
• AI-Enabled Problem Solver: Uses modern tools to work faster and smarter without sacrificing accuracy
• Cross-Functional Collaborator: Balances dense analytical work with concise, executive-level communication for finance and non-finance stakeholders alike
• Culture Fit: Possesses high ownership, intellectual curiosity, and a good sense of humor

Desirable

• We are seeking a highly analytical, self-directed Senior Financial Analyst to join our Finance team. This is a high-impact, individual contributor role for an autonomous thinker who can translate complex financial, operational, and healthcare data into actionable insights for leadership
• The ideal candidate will identify the right business questions, structure ambiguous analyses, and make clear recommendations that drive performance. As an individual contributor on a lean team, you will seamlessly balance this high-level strategic support with the routine data tasks required to keep our models accurate
• We highly value professionals who responsibly leverage AI tools to accelerate analysis, automate repetitive workflows, and enhance reporting efficiency, all while maintaining pristine data integrity and rigorous human judgment
• Financial Planning & Analysis (FP&A):
• Modeling & Forecasting: Build, maintain, and enhance financial models for revenue, expenses, provider compensation, margins, cash flow, deal pricing and scenario planning; support annual budgeting and quarterly forecasting
• Executive & Unit Economics Reporting: Prepare monthly/quarterly financial packages, including variance analysis, KPI tracking, unit economics performance, and executive commentary against budget and operational benchmarks
• Business Partnership: Partner with department leaders to manage budgets, analyze costs, allocate resources, and independently investigate operational variances to recommend corrective actions
• Healthcare Data Analytics & Decision Support:
• Data Manipulation & Synthesis: Clean, reconcile, and process large volumes of disparate financial, operational, claims, and patient data using advanced Excel/Google Sheets and BI tools to uncover trends and performance drivers
• Healthcare Revenue Analysis: Evaluate key healthcare drivers, including reimbursement trends, CMS allowables, wRVUs, provider productivity, and revenue cycle metrics
• Strategic Insights & Dashboards: Translate ambiguous business questions into structured analytical frameworks and clean reporting dashboards. Assess the financial impact of patient growth, provider mix, and care model performance
• AI-Enabled Automation: Responsibly utilize AI and modern automation tools to streamline repeatable finance tasks, accelerate complex calculations, and build scalable reporting workflows
• Accounting & Process Improvement:
• Month-End Support: Partner with Accounting on the monthly close process, GAAP-compliant reporting, accruals, revenue/expense analysis, and internal controls.Support conversion and implementation of new ERP system
• Operational Finance: Assist with accounts payable, accounts receivable, and provider payment processes as needed while maintaining meticulous model documentation