We are seeking a detail-oriented and proactive Financial Analyst to join our finance team. In this role, you will be responsible for managing end-to-end billing processes, vendor invoice processing, and financial reporting activities. You will work closely with internal teams and external partners to ensure smooth financial operations and accurate reporting. The ideal candidate is organized, analytical, and has strong communication skills and attention to detail.
Key Responsibilities:
- Customer Billing & Invoicing
- Manage the preparation and issuance of accurate customer invoices.
- Ensure timely collection and reconciliation of accounts.
- Resolve any billing disputes or discrepancies in collaboration with the customer support team.
- Vendor Invoice Processing
- Handle the processing of vendor invoices, ensuring compliance with contracts and company policies.
- Maintain records of all vendor transactions, ensuring accurate tracking and payment.
- Aging Analysis & Reporting
- Conduct regular accounts receivable aging analysis to identify overdue accounts and optimize cash flow.
- Generate and present financial reports related to billing, procurement, and vendor expenses to senior management.
- Business Partnership
- Collaborate with internal departments such as Operations, Sales, and Marketing to provide insights and support decision-making.
- Process Improvement
- Identify opportunities to streamline billing, procurement, and financial reporting processes for efficiency.
- Implement best practices to improve the accuracy and timeliness of all transactions.
- Variance Analysis
- Conduct thorough variance analysis between actuals and budget/forecasts to identify key drivers.
- Provide actionable insights and explanations for discrepancies and work with business units to address deviations.
- Present findings to senior management in a clear and concise manner.
- Analyze monthly financial results, comparing actual performance against budgets and forecasts.
- Assist in preparing financial reports, including profit and loss statements, balance sheets, and cash flow statements.
- Ad-hoc Reporting & Analysis
- Develop ad-hoc financial reports and analyses based on business needs and management requests.
- Provide support for special projects, including financial modeling and scenario analysis.
- Assist in preparing materials for board meetings, investor updates, and other key stakeholders.
- Financial Modeling
- Build and maintain robust financial models to support decision-making related to growth strategies, capital expenditures, and other major initiatives.
- Conduct sensitivity analysis to assess the impact of various scenarios on the company's financial outlook.
- Budgeting
- Assist in the preparation of annual budgets, including gathering input from various departments.
- Monitor ongoing budget performance, comparing actual results to forecasts and budgets.
- Provide insights and recommendations based on budget trends and variances.
Qualifications:
- Bachelor's degree in Business Administration, Finance, Accounting, or a related field.
- 2-5 years of experience in accounting and/or financial analysis.
- Advanced proficiency in Excel and/or Google Sheets, including pivot tables, VLOOKUP, macros, and financial modeling.
- Experience with Google Suite tools (Sheets, Docs, Slides).
- Familiarity with QuickBooks and ERP applications.
- Familiarity with data tools (SQL, BI and Sigma dashboards) is a plus.
- Strong analytical, problem-solving, and communication skills.
- Strong understanding of financial statements and accounting principles.
- High attention to detail and ability to work with large data sets.
- Ability to work independently and manage multiple priorities.
- Eagerness to learn, adapt, and take on increasing responsibility in a fast-growing startup.
- Team-oriented with an interest in both finance and operations.
Why You'll Love It HerePlease Note: the following benefits are for salaried employees
- Hybrid work (SF office Mon/Tues/Thurs) + catered lunches (Bay Area Positions only)
- Competitive salary, equity, and 401(k)
- Wellness stipend & great benefits (medical, dental, vision)
- Generous PTO & parental leave
- Bi-annual offsites & a collaborative, mission-driven culture
What to Expect in the Interview Process- Apply & meet our recruiting team
- Virtual interviews to showcase your skills
- Final onsite loop to meet the team and get to know us better
- Chat with our CEO
Curious to Learn More?- Read our Blog to hear from Infinauts about what we're building
- Discover how our company values (CODES) guide us
- Follow our CEO, Ankit Jain, for industry updates
We're building AI agents that tackle healthcare's toughest problems and open new possibilities. Ready to join us? Let's talk!
