Senior Financial Analyst

Come for the mission. Stay for the experience.

Let’s keep things simple: we are an unbelievably talented, hard-working, and compassionate team driving towards a mission that impacts every single one of us - even you! 

Healthcare benefits are complex, underutilized and a mystery for most users. We’re removing that complexity. Now more than ever, employers are adding value to their employees’ benefits like telemedicine and mental health services. HealthJoy’s industry-changing tech platform consolidates those benefits into a simplified benefits experience, saving users time and money.  

With over $100M in fundraising to date, and the successful closing of our recent Series D, HealthJoy has garnered workplace awards for Inc.’s Fastest Growing Startups and Built In Chicago’s Best Places to Work while growing globally to nearly 400 team members. We’re continuing down the path of high growth and high impact, and this role is a key member of the Finance Team making that happen.

Your impact. 

• Actively support key functions within the Finance department, including the annual planning and budgeting process and subsequent forecast updates
• Maintain long-range financial model to assist with business strategic planning and long-term goals
• Monitor key performance indicators, highlighting trends and analyzing causes of unexpected variance
• Analyze financial data to formulate forecasts, profit and loss accounts, financial models and variance analysis for different programs within the organization or for the company as a whole to aid in decision making
• Manage the preparation of monthly financial reporting for internal and external stakeholders, including providing variance analysis and commentary
• Assist with preparation of board and investor materials 
• Lead ad hoc financial projects, such as profitability, pricing, ROI, and buy vs. build analysis; summarize findings and provide recommendations
• Work collaboratively with business stakeholders to gather planning inputs,  track performance, and drive expense management 

Your experience.

• 3+ years of relevant experience, including financial, analytical and/or other related business field; investment banking, consulting, healthcare, and/or SaaS experience preferred
• Bachelor’s degree in Finance, Accounting, Economics or business required
• Expert modeling and Excel skills are an absolute must-have
• Familiarity with GAAP accounting required; CFA or CPA a plus
• Strong understanding of SaaS financial metrics and KPIs (e.g., ARR, CAC, LTV, Net Dollar Retention)
• Proficiency in Google Sheets, Slides, and Docs
• Data savvy with a strong attention to detail and accuracy; SQL skills and experience working with large datasets a plus
• Focused and proactive quick thinker, with the ability to work creatively and independently
• Ability to partner cross-functionally, influence, and communicate with all levels of management
• Proactive, thoughtful, & highly organized; able to work under tight deadlines while maintaining impeccable attention to detail 

Total Rewards 

Job Level: 30

Base Compensation Range for Job Level: $90,000-105,000 Annually 

The cash compensation above includes base salary only. Certain roles are eligible for additional cash incentives such as commission, annual bonus targets, overtime pay or other variable incentives.

HealthJoy maintains a comprehensive strategy to determine rewarding and competitive packages for individual compensation for new hires, internal promotions and internal job changes. This strategy is based on several factors unique to each individual, including: 1) the skills, experience and qualifications of the individual; 2) the responsibilities and demands of the role; 3) analysis of external market data; and 4) company budget and financial performance. 

HealthJoy is a remote-first employer. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. 

At HealthJoy, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each role and individual. 

In addition to cash compensation, HealthJoy offers a rich “Total Rewards” package that includes:

• Medical, Dental and vision insurance packages
• HSA contribution match
• Stock options for eligible roles
• 401k match
• Paid parental leave
• Company sponsored Short Term and Long Term Disability coverage
• Flexible PTO 

Commitment to Equal Pay

At HealthJoy, we are committed to creating a diverse and inclusive workplace where everyone has the opportunity to succeed and thrive.

We believe that everyone should be paid based on their qualifications, experience, and the work that they do, and not on their gender, race, or any other personal characteristic. Our compensation practices are essential to fostering a diverse and inclusive culture where we value the contributions of all our employees. 

We conduct thorough annual reviews of employee pay and our pay practices to ensure we reward the right behaviors and are providing equal pay for equal work. 

Additionally, we assess the external market and internal equity across like roles. As part of our regular review of pay practices, HealthJoy examines employee pay for potential disparities between persons of different genders, races and ethnicities that are not explainable by objective factors such as performance, experience level, credentials, or location, and are committed to correcting any issues and reviewing practices from unintended outcomes. 

Commitment to Equal Opportunity

HealthJoy is committed to creating a diverse environment and is proud to be an equal opportunity employer. 

All qualified applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or any other basis forbidden under federal, state, or local law.

Don’t meet every single requirement? We know the confidence gap and imposter syndrome can get in the way of meeting spectacular candidates, so please don’t hesitate to apply — we’d love to hear from you. HealthJoy is dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role and HealthJoy, we encourage you to apply. You may be just the right candidate for this or other roles.