Reports To: Chief Executive Officer
Location: Remote (U.S.)
Salary Range: $80K-$100K + Stock Options
About the roleWe're searching for a
Financial Analyst to help us scale and optimize our financial operations. This isn't just about crunching numbers-it's about driving smart decisions, ensuring operational excellence, and contributing directly to Onward's growth. You'll work closely with leadership and cross-functional teams to analyze data, model scenarios, and ensure our financial systems are running smoothly.
In addition to traditional FP&A responsibilities, you'll own and refine invoicing workflows and provider network payment management, making sure we deliver seamless, accurate, and efficient financial transactions for all stakeholders. If you thrive in fast-paced environments and love translating financial data into actionable strategies, this role is for you.
What you'll doFinancial Planning and Analysis- Develop and maintain robust financial models to support forecasting, budgeting, and strategic planning.
- Analyze trends, KPIs, and operational data to identify opportunities and mitigate risks.
- Partner with department leaders to create budgets, track performance, and recommend actionable improvements.
Invoicing and Provider Payment Management- Own and manage AI workflows for end-to-end invoicing workflows, ensuring accuracy and timeliness across all customer billing processes.
- Provide invoices and required reporting for grants and other specialty programs.
- Collaborate with stakeholders to resolve billing issues, improve payment timelines, and maintain strong relationships with customers.
- Manage and optimize provider network payment processes, ensuring timely and accurate disbursements while monitoring costs and contract compliance.
- Track and reconcile outstanding invoices and payments to maintain healthy cash flow and ensure transparency.
Operational Excellence- Drive month-end and quarter-end reporting processes, ensuring timely and accurate financial results.
- Identify inefficiencies in financial workflows and propose solutions to enhance productivity and scalability.
- Support the implementation and optimization of financial systems and tools to manage invoicing and payments effectively.
Strategic Decision Support- Perform scenario analyses and what-if modeling to support pricing strategies, investment decisions, and new business opportunities.
- Assist leadership in preparing materials for board meetings, investor updates, and other key presentations.
- Provide financial insights to guide organizational decisions and align operations with company goals.
Insights and Reporting- Develop dashboards and visualizations to communicate financial performance and key metrics to stakeholders using Power BI.
- Monitor industry trends and market dynamics to contextualize financial results and projections.
What You'll Bring- Experience: You possess at least 3 years of expertise in financial analysis or FP&A. Experience managing invoicing or payments within the healthcare or transportation sectors is highly valued, particularly within high-growth startup environments.
- Technical Proficiency: You are a Power BI expert with advanced Excel modeling and SQL skills. You have hands-on experience with QuickBooks, AI-driven workflow automation, and systems that facilitate complex billing and payment operations.
- Domain Knowledge: You have a deep understanding of SaaS financial structures and subscription pricing. Familiarity with the unique payment nuances of PACE organizations or healthcare billing is a significant advantage.
- Accounting Foundation: You maintain a firm grasp of GAAP and standard reporting practices. While not mandatory, a CPA or CFA designation is preferred.
- Operational Savvy: You bring practical experience in overseeing reconciliation processes and optimizing payment workflows and billing systems.
- Analytical Mindset: You have a proven ability to distill intricate data sets into strategic insights and tangible operational improvements.
- Collaboration: You excel at working across departments, partnering effectively with operations teams and external stakeholders alike.
- Precision: You approach financial data and workflow management with a meticulous eye for detail and accuracy.
- Agility: You are comfortable navigating the ambiguity and speed of a rapidly evolving startup landscape.
