Finance Analyst

Penguin Ai

$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-4 years of experience in accounting, FP&A, or finance operations at startups or growth-stage companies.
  • Strong month-end close experience including reconciliations and accrual accounting.
  • Hands-on financial modeling and forecasting skills.
  • Practical cash-management experience for burn/runway reporting.
  • Experience managing AP/AR and expense platforms like Ramp or Brex.
  • Familiar with payroll/PEO processes and tax filing coordination.
  • Proficient in Excel, Google Sheets, and modern finance tools.

Responsibilities

  • Own the monthly close process with external accountants, ensuring accuracy and completeness.
  • Maintain and update the company financial model and rolling forecasts.
  • Track cash flow and produce regular cash position reports for leadership.
  • Manage accounts payable and receivable, including invoice processing and collections.
  • Administer expense management and corporate card programs, enforcing policy.
  • Support payroll processing and benefits reconciliation in coordination with HR/PEO.
  • Prepare comprehensive board reporting materials including KPI dashboards and narratives.
  • Assist with fundraising and due diligence, responding to investor inquiries.

Benefits

  • Competitive salary that rewards excellence.
  • Medical, vision, and dental coverage for employee health.
  • Generous vacation policy and company holidays for work-life balance.
  • Opportunity to be part of a leading healthcare AI company's growth story.
Full Job Description
Your Epic Quest as Our Finance Analyst - Accounting FP&A

You'll own core accounting and FP&A operations that keep Penguin financially healthy and investor-ready. This is a hands-on role: run the month-end close with our external accountants, maintain the financial model, manage cash flow and vendor/customer ops, support payroll and benefits reconciliation, prepare board materials, and help with fundraising diligence. You'll be a trusted partner to leadership and play a central role in enabling rapid, disciplined growth.

What Success Looks Like:

  • Month 1-3: Smoothly own month-end close, reconcile core accounts, and deliver accurate cash/burn reporting to leadership
  • Month 3-6: Maintain a reliable financial model and rolling forecast; identify and communicate key variances and actionable recommendations
  • Month 6-12: Own board reporting cadence; operate AP/AR and expense programs with strong controls; materially support fundraising/due diligence and tax compliance

Your Day-to-Day Superpowers: What You'll Actually Do:

  • Own the monthly close process with external accountants: reconciliations, accruals, journal entries, and review of books for accuracy and completeness
  • Maintain and update the company financial model and rolling forecasts; track actuals vs. budget and proactively flag variances and drivers
  • Track cash flow and runway; produce weekly or monthly burn and cash position reports for leadership and recommend actions
  • Manage accounts payable and receivable: vendor invoice processing, payments, and customer collections
  • Administer expense management and corporate card programs (Ramp, Brex, or equivalent); enforce policy and review transactions
  • Support payroll processing and benefits reconciliation in coordination with HR/PEO and ensure payroll accuracy
  • Prepare monthly and quarterly board reporting materials, including KPI dashboards, financial summaries, and narrative explanations of trends
  • Help build and maintain the annual budget and rolling forecasts; partner with functional leads to translate operational plans into numbers
  • Assist with fundraising and diligence: prepare financial reporting, build exhibits, and respond to investor questions
  • Coordinate state and local tax filings; serve as internal point of contact for external tax advisors and ensure timely compliance

What We're Looking For: Your Finance Arsenal!

  • 2-4 years of relevant experience in accounting, FP&A, or finance operations at startups or growth-stage companies (experience with external accounting partners preferred)
  • Strong month-end close experience: reconciliations, accrual accounting, journal entries, and working with external accountants
  • Hands-on financial modelling and forecasting skills; comfortable building and maintaining dynamic models
  • Practical cash-management experience and familiarity producing burn/runway reports
  • Experience managing AP/AR and corporate card/expense platforms (Ramp, Brex, or similar)
  • Familiarity with payroll/PEO processes and basic tax filing coordination
  • Proficiency in Excel (advanced modelling), Google Sheets, and modern finance tools/ATS; comfort learning new systems (NetSuite, QuickBooks, Carta, etc.)
  • Strong communication skills: able to prepare clear dashboards, board-grade materials, and explain financial drivers to non-finance leaders
  • Detail orientation, ownership mindset, and ability to operate in a fast-moving startup environment

Bonus Points: Your Secret Weapons!

  • You've not just survived but thrived in the beautiful chaos of a high-growth startup
  • Experience at an early-stage SaaS or healthcare tech company
  • Prior involvement in fundraising and investor diligence
  • Hands-on experience with NetSuite or comparable ERP
  • Familiarity with GAAP accounting practices and startup equity mechanics.

The Culture Fit: Join Our Colony!

You'll waddle with us if:

  • You like your coffee with a side of delightful chaos
  • You're fuelled by complexity and obsessed with delivering amazing results
  • You want to deliver something that fundamentally matters, transforms healthcare and ultimately saves lives

Education & Qualifications: Brainiac Basics

  • A Bachelor's degree in Finance / Accounting or a related field

Comp & Perks: Because Even Superheroes Need Support!

  • Competitive salary: We reward greatness!
  • Medical, vision, and dental coverage: Keep you healthy and smiling
  • Generous vacation policy and company holidays: Recharge and conquer!
  • A front-row seat in one of healthcare's most exciting AI companies - witness history in the making

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