Treasury Analyst managing SPV operations and ensuring compliance with lender requirements in a fintech company. Responsible for audit processes, reporting, and financial data reconciliation.
About the role
- Senior FP&A Expert focusing on financial strategy and reporting in a healthcare tech startup. Lead financial modeling, KPI monitoring, and collaborate with senior leadership.
Responsibilities
- Develop and refine robust financial models to guide strategic decision-making, new ventures, and capital allocation cases.
- Collaborate with department heads to establish and monitor KPIs and operational metrics that fuel business growth.
- Conduct ROI assessments for upcoming product launches, marketing campaigns, and cross-functional investments.
- Prepare high-level financial decks and business review packages for the C-Suite and Board of Directors.
- Manage the delivery of Monthly Business Reviews (MBR) and provide detailed performance narratives.
- Execute ad-hoc financial analysis and special strategic projects as required.
Requirements
- A Bachelor’s degree in Finance, Accounting, or a related field.
- 5+ years of experience in FP&A.
- Experience in high-growth, venture-backed B2B SaaS companies (Series A, B & C)
- Strong Excel skills and experience with financial modelling.
- Deep understanding of financial statements, forecasting techniques, and B2B SaaS business models
- Great communication skills, including experience presenting to senior leadership and cross-functional stakeholders
- Analytical mindset with strong business acumen, you’re comfortable interpreting the “why” behind the numbers
- Advanced knowledge of the statements and accounting concepts
- The ability to work independently while communicating with team members.
Benefits
- Unlimited PTO: We believe in work-life balance and encourage you to recharge when you need it.
- Comprehensive Health Coverage: Fully paid medical, dental, and vision insurance for you and your dependents, because your well-being matters to us.
- Equity Opportunities: Share in our success with stock options - your hard work will drive our growth.
- Retirement Planning Made Easy: Enjoy a 401(k) with a generous company match to secure your future.
- Student Loan Support: We help lighten the load with contributions toward your student loans.
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