PositionOverview: The Senior Financial Analyst R&D/Product supports financial planning, analysis, and reporting forHealthEdgeResearch & Development and Product organizations.AsaSr.Financial Analyst, you will play a pivotal role in supporting our finance team and senior management byprovidingvaluable insights, analysis, and recommendations to drive strategic decision-making andoptimizefinancial performance.This role partners with Engineering and Product teams to deliveraccurateforecasts, variance analysis, and financial insights that inform investment decisions, working closely with the R&D Finance Business Partner on execution of the broader planning and reporting agenda.

Your Impact:

• Support monthly close, budget-to-actual variance analysis, and reporting for R&D/Product cost centers, flagging risks and opportunities to the Finance Business Partner

• Assistin building andmaintainingbusiness segment-level P&L views acrossHealthEdgeproduct portfolio (HealthRulesPayer, Source, Care Solutions,BPaaSHealthProof, and others)

• Track capitalized vs. expensed software development costs, supporting compliance with ASC 350-40 in partnership withAccounting

• Maintain and update headcount and workforce planning models for the R&D organization, including FTE/contractor mix

• Prepare quarterly forecast and annual operating plan inputs for R&D/Product cost centers

• Build supporting analysis and business cases for feature/product investment decisions, including ROI and payback calculations

• Develop andmaintainrecurring KPI reporting for leadership review

• Partner with Engineering and Product stakeholders on ad hoc analysis requests and data requests

• Support process improvement initiatives to streamline forecasting, reporting, and month-end close activities

• Assistwith financial due diligence and integration analysis for R&D/Product-related M&A activity as needed

What You Bring:

• Bachelors degree in Finance, Accounting, or related field

• 35 years of FP&A or accounting experience, ideally with exposure to R&D/Engineering finance in a SaaS or technology environment

• Working knowledge of software capitalization accounting & core SaaS metrics a plus

• Strong Excel/financial modeling skills; experience with planning systems (Hyperion, or similar) and BI tools (Power BI, Tableau)

• Comfortable partnering with technical stakeholders in a matrixed organization

• Strong interpersonaland communicationskills,with the ability totranslate financial informationinto clear, actionable insights, andcollaborate effectively across functionstoinfluence decision-making at all levels of the organization.

• PE-backed company experience a plus

• Strong attention to detail and ability to manage multiple deliverables under deadline pressure

Geographic Responsibility:  This role is based in Boston, MA and follows a hybrid work schedule

Type of Employment: Full-time, permanent 

FLSA Classification (USA Only): Exempt 

Work Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:  

• The employee is occasionally required to move around the office. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and ability to adjust focus.  

• Work across multiple time zones in a hybrid or remote work environment. 

• Long periods of time sitting and/or standing in front of a computer using video technology. 

• May require travel dependent on company needs. 

The above statements are intended to describe the general nature and level of the job being performed by the individual(s) assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required. HealthEdge reserves the right to modify, add, or remove duties and to assign other duties as necessary. In addition, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position in compliance with the Americans with Disabilities Act of 1990.  Candidates may be required to go through a pre-employment criminal background check. 

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**The annual US base salary range for this position is $102,000 to $108,000. This salary range may cover multiple career levels at HealthEdge. Final compensation will be determined during the interview process and is based on a combination of factors including, but not limited to, your skills, experience, qualifications and education.