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Financial Analyst
Confirmed live in the last 24 hours
San Francisco, CA, USA • Oakland, CA, USA
Experience Level
Desired Skills
  • 3+ years of professional experience within investment banking, private equity, venture capital, corporate finance and/or FP&A (startup experience is a large plus)
  • Significant experience with financial statement preparation, analysis and budget development
  • Mastery of MS Excel / Google Sheets and excellent modeling and data manipulation skills
  • A knack for taking raw data, analyzing, drawing conclusions and developing actionable recommendations
  • Exceptional written, oral, interpersonal and presentation skills
  • Highly organized and detail oriented
  • Demonstrated experience in working across disciplines
  • Partner with leadership to develop company-wide forecasts and operating budgets and to prepare budget-to-actuals analyses to examine variances
  • Develop reporting packages for leadership and Board of Directors to present financial results, KPIs and budget variances
  • Leverage financial and operational data to build detailed reports, drive actionable strategic insights and support business decisions
  • Prepare ad hoc analyses for key stakeholders to support thoughtful and data-driven decision making
  • Partner with our external accounting resource to ensure timely financial reporting and to identify process standardization and improvement opportunities
  • Identify, implement and manage tools and processes to automate key functions to bolster the efficiency and output of the Finance function
  • Act as a trusted advisor to company leaders and staff on finance and accounting matters
  • Implement best in class financial controls and policy & procedures
Desired Qualifications
  • Experience with various accounting software packages (Quickbooks Online is a plus)
  • CPA or similar certification
  • Healthcare industry experience
  • Experience working with data visualization tools
Conversational AI technology