Financial Planning and Analysis Senior Analyst

San Francisco, CA, United States

Hazel partners with schools and families to provide physical and mental virtual health care that helps students feel better and get back to learning. As telehealth becomes more and more relevant in the lives of children, Hazel is experiencing tremendous company growth. Our innovative response to our nation's call for equitable, affordable, and safe virtual access to healthcare has been recognized by Fast Company as " one of the world's most innovative places to work " in 2023.

Helping students and their families feel better takes a team of smart, dedicated people. As an integral member of the Hazel team, you will…

Make an Impact : Work with a team that is increasing equitable access of quality health care experiences for students and their families

Enable Scale : Work with a team that is building and professionalizing a high growth high impact social enterprise

Feel Valued : Work with a team that is being compensated competitively, developed professionally, and celebrated frequently for making a meaningful difference

Check us out at Hazel Health Careers.

The Role: Financial Planning and Analysis Senior Analyst

Location: Fully remote within the United States with travel 3 - 4 times per year

As a Financial Planning and Analysis Senior Analyst , you will have a critical position in scaling one of the fastest-growing private companies in the US. Hazel Health is the market leader, with 2-3x year-over-year growth for multiple years in a row. The FP&A senior analyst will be part of a small and highly strategic team that is close to Hazel's key initiatives. We are looking for someone who is highly analytical and data-driven, with strong business acumen. In this role, you will have visibility into the operations of a high-impact startup and will play an integral role in Hazel's success. This role is perfect for those ready for a rewarding opportunity with the potential to grow quickly in the organization.

What You'll Do:

Oversee, coordinate, and facilitate the day-to-day execution of Hazel's financial operating model with a focus on continuous improvement

Execute a key role in the annual budgeting process, working closely with leadership to ensure alignment with our corporate initiatives

Generate and distribute accurate financial reports to senior management, highlighting key financial metrics and performance indicators

Lead monthly budget reviews with department heads to ensure alignment with the annual plan and to better inform the financial forecast

Take ownership of our financial planning and analysis software (Anaplan), including building out new functionality for deeper strategic analyses

Collaborate with cross-functional teams to gather data, analyze trends, and identify areas for operational efficiency and improvement

Prepare monthly variance analysis of actuals to forecast & budget, and investigate any major discrepancies to continuously improve forecast accuracy

Conduct in-depth financial analysis to identify actionable insights based on trends, risks, and opportunities

Assist in the analysis and presentation of strategic materials to key leadership meetings as well as board meetings

Work closely with the accounting team to ensure connectivity with finance and accounting processes

What excites us:

2-4 years of financial experience, preferably at a big 4 consulting firm or start-up/high-growth environment in an FP&A role

Strong financial modeling skills with a diverse set of modeling experiences (i.e. 3 statements, cash flow forecasting, variable labor modeling, revenue forecasting, etc.)

Bachelor's degree in finance, accounting or other related field

Ability to work autonomously in a fast-paced growth environment

Strong business and financial acumen

Strong attention to detail and follow-up skills with the ability to identify and resolve issues

Excellent analytical, diagnostic, and problem-solving skills

Experience with Anaplan or other financial planning software is a bonus

Experience with Sage Intacct or other accounting software is a bonus

Edtech, SaaS, or healthcare company experience a bonus

Total compensation for this role is market competitive, with a base salary range of $95,000 - $110,000, a 401k match, healthcare coverage, paid-time off, and a broad range of other benefits and perks. Review our benefits at Hazel Health Benefits.

Our Hiring Process:

At Hazel, we value your time and aim to run a hiring process that takes no more than 4 weeks, involving interview activities customized for each role and requisite skill set. We understand that interviewing for a new job can be a big change and the Hazel Recruitment Team is excited to guide you through this process.

We believe talent is everywhere, and so is opportunity. While we have physical offices in San Francisco and Dallas, we have embraced working remotely throughout the United States. While some roles may require proximity to our San Francisco or Dallas offices, remote roles can sit in any of the following states: AZ, CA, CO, DC, DE, FL, GA, HI, IL, ME, MD, MA, MI, MO, NE, NV, NJ, NM, NY, NC, OR, PA, SC, TN, TX, VT, VA, WA and WI. Please only apply if you live and work full-time in one of the states listed above or plan to relocate to one of these states before starting your employment with Hazel. State locations and specifics are subject to change as our hiring requirements shift.

We are committed to creating a diverse, inclusive and equitable workplace. Hazel Health values the minds, experiences and perspectives of people from all walks of life. We are proud to value diversity and be an equal opportunity employer. Qualified candidates with arrest and conviction records will be considered for employment in accordance with the Fair Hiring laws. Learn more about working with us at Hazel Health Life.

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