Finance Analyst / Associate

Confirmed live in the last 24 hours

Charlie Health

Charlie Health

1,001-5,000 employees

Virtual intensive outpatient mental health care


New York, NY, USA

Required Skills
  • Bachelor's degree in Business, Accounting, Finance, Economics, or a similar subject area preferred.
  • 1-4 years of professional experience, ideally in a mix of professional services (e.g., Financial or Management Consulting, Investment Banking, Private Equity) and highly analytical roles at a high growth venture backed company (e.g., Sales or Revenue Operations, Strategic Finance, Strategy, Operations).
  • Highly proficient in Excel / Google sheets and PowerPoint / Google slides.
  • Experience in building insights from scratch including sourcing, transforming, analyzing, and presenting complex financial and operational data in a simple, easily understandable way.
  • Driven self-starter who enjoys rolling up their sleeves and building complex financial models in Excel or similar tools.
  • Deep understanding of the 3 main financial statements and how they tie together.
  • Excited by the chance to join a high-growth company with the ability to make an immediate impact in a fast-paced, dynamic working environment.
  • Good sense of humor. You enjoy the work you do and the people who work with you.
  • Work authorized in the United States and native or bilingual English proficiency.
  • Able to work a hybrid schedule of 4 days/week in our NYC office and located within 75 minutes commuting distance of the office.
  • Contribute to month end close as a key stakeholder to ensure accurate allocation of expenses to departments and timely delivery of financial statements.
  • Create budgets, forecasts, and projections supporting individual departments and the overall company.
  • Develop reports to track budget vs. actuals and provide visibility to cross-functional business partners and company leadership.
  • Apply business judgment and financial models to assist with strategic decision-making related to new initiatives, products, and business opportunities in a fast paced, dynamic environment.
  • Support special projects to continuously improve, automate, and scale revenue and cost forecasting and reporting tools, processes, and methodologies.
  • Develop automations for operational aspects of the financial planning & analysis processes.
  • Support any various other financial activities including M&A, creation of board of directors meeting materials, and other investor reporting materials.

Charlie Health provides a virtual Intensive Outpatient Program (IOP) for adolescents and young adults, leveraging virtual technology to offer evidence-based, personalized treatment plans for various high-acuity mental health conditions. The program integrates supported groups, individual therapy, and family therapy to deliver comprehensive care through virtual IOP sessions.

Company Stage


Total Funding



Bozeman, Montana



Growth & Insights

6 month growth


1 year growth


2 year growth