Financial Analyst

ROLE OVERVIEW

We are looking for a strategic and self-driven Financial Analyst to join our Finance Business Partnership team. In this role, you will be the analytical engine behind our efforts to optimize revenue, streamline operations, and drive strategic growth that supports LifeStance’s mission of expanding access to high-quality mental health care to our patients nation-wide. You will work on business-critical projects, from analyzing payer contract performance and identifying and capitalizing on key revenue opportunities, streamlining critical operations, and strategizing internal partnerships, directly contributing to revenue growth and optimization. Success in this role requires strong analytical thinking, attention to detail, and excellent organizational and collaboration skills.

Compensation: $72,000 - $87,000/annually, plus annual bonus potential 

RESPONSIBILITIES

Planning & Forecasting

• Support the annual business plan and subsequent forecast updates with business partners to achieve organizational objectives

• Improve visibility, forecasting, and analysis of results with key metrics while advising senior management on insights and recommended actions

• Partner with Payor Engagement and Revenue Cycle leadership to understand financials and financial impacts

Reporting

• Drive standardization and documentation of streamlined planning and reporting templates

• Conduct deep-dive revenue analyses into financial and operational data, with a focus on payer reimbursement, claims, and practice operations to identify trends, opportunities, and risks

• Develop and maintain dashboards and reports to monitor key revenue performance indicators (KPIs).

• Assist with financial reports and presentations (weekly, monthly, quarterly, and annually) for Finance leadership, and other business partners

Collaboration

• Develop partnerships with stakeholders throughout organization

• Drive cross-functional alignment on finance processes and planning and collaborate across teams to improve data quality and speed of reporting

• Assist in diagnosing and quantifying complex revenue-related problems

• Translate complex data into clear, actionable insights for Finance leadership, and other business partners

SKILLS & EXPERIENCE

• Bachelor’s degree in accounting, finance, business administration or relevant field

• 2-4 years of experience in an analytical role, such as financial planning & analysis (FP&A)

• Knowledge of corporate finance and accounting principles, laws, and best practices; strong understanding of GAAP, financial statements, both internal and external, and financial modeling

• Strong analytical and quantitative skills, with the ability to give results with data

• Expert proficiency in Excel and a solid understanding of data visualization tools (e.g., Tableau, Power BI, or similar)

• SQL experience preferred

• Excellent organizational skills, including handling multiple deliverables and assignments, with the ability to prioritize tasks effectively and efficiently

• Proactive and self-starter who can thrive in a fast-paced, ambiguous, and high-growth environment

• Strong interpersonal and communication skills, and ability to interact with different management levels

• Qualified candidates must be legally authorized to be employed in the United States

• LifeStance is an EEO/Affirmative Action Employer and does not discriminate based on age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability, or any other legally protected status

• Demonstrates awareness, inclusivity, sensitivity, humility, and experience in working with individuals from diverse ethnic backgrounds, socioeconomic statuses, sexual orientations, gender identities, and other various aspects of culture

PHYSICAL REQUIREMENTS