Senior Financial Analyst

Senior Financial Analyst

At Rectangle Health, we believe that our team members are our most important asset. We grow our team by hiring best-in-class talent. We encourage all employees to contribute their individual talents and ideas to strengthen our team, our brand, and our services. We promote a culture that serves to empower and motivate employees beyond the standard corporate rhetoric one might see on motivational posters. Employees understand their individual roles in serving our customers, and this clarity of purpose encourages high job performance.

Position Overview:

The Senior Finance Analyst is an astute problem-solver, who distills complex analytics and business problems into succinct, clear, and actionable insights for the Finance organization at Rectangle Health. You will be responsible for analyzing financial data to provide budget and forecast support, developing and maintaining dashboards that inform our executives of business performance, focusing on building scalable reporting, models and processes to accommodate business needs as the company grows. You will work closely with the Operations, Sales, and Information Systems teams to ensure data quality and maintain a single version of the truth.

For Full-Time Employees we offer:

• Competitive health, dental, and vision benefits
• Guardian Hospital Indemnity coverage
• Life & LTD
• 401(k) matching up to 3%

Primary Job Duties

• Prepare budgets and forecasts, variance analyses, long-term planning, risk/opportunity assessments, and periodic/ad hoc reporting ensuring alignment with overall financial goals
• Conduct thorough cost analysis and provide recommendations for cost optimization
• Maintain the company payroll model for forecasting and budgeting purposes. Analyze trends and forecast variances
• Collaborate with department heads and managers to understand their financial needs and provide strategic support
• Act as a financial advisor to business units, offering insights and recommendations to enhance performance
• Facilitate cross-functional meetings to discuss financial results and strategic initiatives
• Support business units in developing and implementing financial plans and budgets
• Provide training and guidance on financial processes and tools to non-financial managers
• Prepare accurate and streamlined month-end reporting packages, financial reports, presentations, and other management needs for internal and external needs
• Identify and assess budget and forecast risks, developing strategies to mitigate potential issues
• Serve as a liaison between the finance and other departments, ensuring clear and effective communication of insights and recommendations
• Work closely with cross-functional teams, including finance, sales, and operations, to streamline operations and implement automation tools.
• Provide data-driven, value added insights to inform business decisions and support strategic planning initiatives.
• Become astute in and apply as appropriate various business, economic trends, and seasonality.
• Work closely with FP&A team, Data Team and accounting teams on developing reports, tools, and methods to assist leaders with operational decisions and planning
• Monitor and review data quality; produce and track key performance indicators
• Create and maintain data dashboards, graphs, and visualizations
• Analyze operational performance and identify areas to increase efficiency and automation of processes
• Set up and maintain automated data processes

Minimum Qualifications:

• Bachelor’s degree in business, finance, economics or similar required
• 3+ years of FP&A experience
• Accounting/GAAP and finance background preferred
• Interpersonal and communication skills with the ability to interact with various management levels
• High level of commitment to quality work product and organizational ethics, integrity, and compliance
• Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture.
• Superior problem-solving skills.
• Advanced Excel modeling experience
• Excellent written and verbal communication skills
• Excellent numerical and analytical skills
• Ability to work independently in a rapidly changing environment
• Demonstrated knowledge of forecasting and financial statement analysis
• Experience in healthcare merchant payment services, and/or SaaS software platforms preferred.
• Extensive knowledge of data analysis tools
• Experience with statistical methodologies and data analysis techniques
• Ability to produce clear graphical representations and data visualizations.
• Superior presentation and writing skills
• Knowledge of NetSuite Planning and Budgeting, Salesforce CRM, Tableau, SQL, Power BI and/or FP&A platforms a plus

About Us:

Rectangle Health, a leading financial technology company, empowers medical, dental and specialty practices with seamless and secure technology to drive revenue by increasing patient payments and streamlining practice management and payment processing. Since 1992, the company’s innovative solutions have reduced administrative burden and rebalanced the ledger for its thousands of healthcare providers in the U.S., reliably processing billions of dollars in payments annually.