Senior FP&A Analyst (Santa Clara, CA)

Santa Clara, CA, United States

We are a growth stage company that creates software solutions combining lean principles, predictive and prescriptive analytics, and machine learning to transform hospital and infusion center operations. More than 180 health systems and over1,000 hospitals and centersacross 49 states rely on our award-winning products to increase patient access, decrease wait times, and reduce healthcare delivery costs. We have raised more than $300 million from top-tier investors such as Bain Capital, Insight Partners, and Goldman Sachs. We have been named among the top 100 AI companies in the world.

We are seeking a talented and experienced Senior Financial Planning & Analysis (FP&A) Analyst to join our finance team. The Senior FP&A Analyst will play a crucial role in supporting the company's financial planning, forecasting, budgeting, and performance analysis efforts. This position offers an exciting opportunity to work in a fast-paced environment and contribute to the strategic decision-making process of a rapidly growing SaaS company.

The role requires availability for in-person meetings at our Santa Clara office as necessary. We are a "flexibility-first" company, meaning there are no fixed office days.

WHAT YOU’LL DO Partner with business unit leads to develop quarterly forecasts, annual business plans, and long range plans, including analyzing year-to-date performance and historical trends and collaborate with responsible parties to develop action plans to close any identified gaps

Serve as a key liaison and partner to cross-functional teams, including Accounting, Commercial Operations, and other teams to drive scalable analyses and insights

Analyze key financial and operational metrics to identify trends, variances, and areas for improvement

Assist in the preparation of board materials, investor presentations, and other strategic initiatives

Participate in ad-hoc financial analysis and special projects as needed

Work closely with accounting teams to ensure accurate and timely financial reporting and adherence to GAAP principles

Serve as the primary FP&A review for all vendor spend to ensure it is within budget as well as point of contact for user inquiries, training, and support related to the procurement tool, providing timely assistance and troubleshooting issues as needed

Help drive system optimization (e.g., creating automated reporting capabilities)

WHAT YOU’LL BRING Bachelor's degree in Finance, Accounting, Economics, or related field - required

3-5 years of experience in financial planning and analysis, preferably in technology, and SaaS sector in particular. Experience in investment banking, consulting, or a Big 4 accounting firm highly desired

Intermediate to advanced Excel/Google Sheet skills; proficiency in financial modeling, forecasting techniques, and variance analysis

Strong analytical skills with the ability to interpret complex data and draw meaningful conclusions

Excellent communication and presentation skills, with the ability to effectively communicate financial insights to all levels of management, including non-financial stakeholders

Detail-oriented with a high level of accuracy and integrity in financial reporting and analysis

Strong team player with a collaborative mindset and a proactive approach to problem-solving; someone who people love working with

Strong work ethic; highly organized, dedicated, detail-oriented and experience with multitasking and shifting priorities quickly under pressure and tight deadlines

Experience and deep understanding of the SaaS business model

BONUS POINTS IF YOU HAVE Experience with financial planning software (e.g., Adaptive Insights, Anaplan) is a plus

Experience working with NetSuite, Adaptive, and Salesforce or similar systems

Experience working at a private-equity backed company

WHAT YOU'LL GET Intellectual and emotional satisfaction of solving tough operational problems in healthcare while improving patient access and saving lives!

Competitive compensation package that includes base salary, target bonus, and stock options

401(k) Match

Comprehensive healthcare benefits

Generous Paid Time Off and Parental Leave

Monthly reimbursement for Skill Building

Monthly reimbursement for Wellness, Transportation, and/or Home Office

Education Reimbursement for select courses/programs

$115,000 - $140,000 a year Vaccination policy

We have an obligation to protect our employees, our customers, and the patients of our customers. Therefore, COVID-19 vaccination is required to work from the office, attend in-person company events, or to travel on behalf of the company.

Candidates must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.

LeanTaaS is an equal opportunity employer committed to promoting an inclusive work environment free of discrimination and harassment. We value diversity, inclusion, and aim to provide a sense of belonging for everyone. All qualified applicants for employment will be considered without regard to race, color, sex, gender identity, gender expression, religion, age, national origin or ancestry, citizenship, physical or mental disability, medical condition, family care status, marital status, domestic partner status, sexual orientation, genetic information, military or veteran status, or any other basis protected by federal, state or local laws. If you require assistance during the application process, please reach out to [email protected]. LeanTaaS will reasonably accommodate qualified individuals with disabilities to the extent required by applicable law.

Please note: LeanTaaS is not accepting agency resumes at this time, and we are not responsible for any fees related to unsolicited resumes. Thank you.

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