Lead Financial Analyst

Job Description

• This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Lead Financial Analyst in the United States. This is a high-impact strategic finance role at the center of a fast-growing, remote-first organization transforming how healthcare benefits are experienced and understood. You will act as a key partner within the finance function, owning critical financial models and analytical frameworks that guide company-wide planning, pricing, and growth decisions. The role combines deep financial modeling expertise with strategic business partnership across go-to-market, product, and executive leadership teams. You will play a central role in shaping unit economics, revenue strategy, and long-term forecasting in a dynamic, high-growth environment. This position is designed for someone who thrives in ambiguity, builds scalable financial systems, and turns complex data into clear, actionable insights. You will also contribute to the evolution of AI-enabled finance workflows that improve speed, accuracy, and decision-making across the organization.
• Accountabilities: Own and continuously develop core financial models, including the operating model, long-range plan, and board reporting financial backbone. Lead budgeting, forecasting, and re-forecasting cycles across the business, ensuring accuracy and strategic alignment. Build and maintain models for unit economics, cohort analysis, segment profitability, pricing, and scenario planning. Drive strategic financial analysis on revenue growth, product performance, and overall business efficiency. Analyze and improve GTM performance, including pipeline economics, CAC, LTV, rep productivity, and channel ROI. Partner with Revenue Operations and GTM teams to ensure data integrity and actionable performance insights. Support monthly financial reporting, variance analysis, and board-level reporting packages. Partner with departments on budget ownership, headcount planning, and financial accountability. Support pricing and deal desk analysis, structuring non-standard deals and escalation recommendations. Build and automate AI-native finance workflows to improve efficiency and analytical capability. Collaborate with Accounting and Finance teams to ensure consistent reporting and planning cadence. Requirements: 7+ years of progressive experience in FP&A, strategic finance, investment banking, consulting, private equity, or related fields. At least 2 years of in-house experience in a SaaS or high-growth technology environment. Strong foundation in financial modeling, forecasting, and strategic analysis. Advanced Excel/Google Sheets skills with experience building multi-layered financial models. Deep understanding of SaaS metrics such as ARR, NDR, CAC, LTV, churn, and payback periods. Experience analyzing GTM performance, including pipeline, pricing, and revenue efficiency metrics. High analytical rigor with the ability to translate ambiguous problems into structured financial frameworks. Strong business judgment and ability to deliver clear recommendations, not just analysis. Experience working with BI tools and structured datasets. Demonstrated ability to build or apply AI tools in finance workflows is highly valued. Strong communication skills with executive presence and ability to present to senior stakeholders. Experience in healthcare, insurance, or with tools like NetSuite or Salesforce is a plus. Benefits: Competitive base salary range: $115,000 – $145,000 USD Eligibility for bonus, equity, and other variable compensation (depending on role) Remote-first work environment with flexible arrangements Comprehensive health, dental, and vision insurance HSA contributions and 401(k) matching program Paid parental leave and disability coverage (short and long term) Flexible PTO policy supporting work-life balance Stock options for eligible roles Strong focus on professional growth and career development Exposure to AI-driven finance innovation and modern FP&A tooling Inclusive, values-driven culture focused on equity, transparency, and continuous improvement.
• How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1
• We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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