Financial Analyst

Job description

Reports To: Chief Executive Officer Location: Remote (U.S.) Salary Range: $80K-$100K + Stock Options About the role We’re searching for a Financial Analyst to help us scale and optimize our financial operations. This isn’t just about crunching numbers—it’s about driving smart decisions, ensuring operational excellence, and contributing directly to Onward’s growth. You’ll work closely with leadership and cross-functional teams to analyze data, model scenarios, and ensure our financial systems are running smoothly. In addition to traditional FP&A responsibilities, you’ll own and refine invoicing workflows and provider network payment management, making sure we deliver seamless, accurate, and efficient financial transactions for all stakeholders. If you thrive in fast-paced environments and love translating financial data into actionable strategies, this role is for you. What you'll do Financial Planning and Analysis Develop and maintain robust financial models to support forecasting, budgeting, and strategic planning. Analyze trends, KPIs, and operational data to identify opportunities and mitigate risks. Partner with department leaders to create budgets, track performance, and recommend actionable improvements. Invoicing and Provider Payment Management Own and manage AI workflows for end-to-end invoicing workflows, ensuring accuracy and timeliness across all customer billing processes. Provide invoices and required reporting for grants and other specialty programs. Collaborate with stakeholders to resolve billing issues, improve payment timelines, and maintain strong relationships with customers. Manage and optimize provider network payment processes, ensuring timely and accurate disbursements while monitoring costs and contract compliance. Track and reconcile outstanding invoices and payments to maintain healthy cash flow and ensure transparency. Operational Excellence Drive month-end and quarter-end reporting processes, ensuring timely and accurate financial results. Identify inefficiencies in financial workflows and propose solutions to enhance productivity and scalability. Support the implementation and optimization of financial systems and tools to manage invoicing and payments effectively. Strategic Decision Support Perform scenario analyses and what-if modeling to support pricing strategies, investment decisions, and new business opportunities. Assist leadership in preparing materials for board meetings, investor updates, and other key presentations. Provide financial insights to guide organizational decisions and align operations with company goals. Insights and Reporting Develop dashboards and visualizations to communicate financial performance and key metrics to stakeholders using Power BI. Monitor industry trends and market dynamics to contextualize financial results and projections. What You'll Bring Experience: You possess at least 3 years of expertise in financial analysis or FP&A. Experience managing invoicing or payments within the healthcare or transportation sectors is highly valued, particularly within high-growth startup environments. Technical Proficiency: You are a Power BI expert with advanced Excel modeling and SQL skills. You have hands-on experience with QuickBooks, AI-driven workflow automation, and systems that facilitate complex billing and payment operations. Domain Knowledge: You have a deep understanding of SaaS financial structures and subscription pricing. Familiarity with the unique payment nuances of PACE organizations or healthcare billing is a significant advantage. Accounting Foundation: You maintain a firm grasp of GAAP and standard reporting practices. While not mandatory, a CPA or CFA designation is preferred. Operational Savvy: You bring practical experience in overseeing reconciliation processes and optimizing payment workflows and billing systems. Analytical Mindset: You have a proven ability to distill intricate data sets into strategic insights and tangible operational improvements. Collaboration: You excel at working across departments, partnering effectively with operations teams and external stakeholders alike. Precision: You approach financial data and workflow management with a meticulous eye for detail and accuracy. Agility: You are comfortable navigating the ambiguity and speed of a rapidly evolving startup landscape. Why Join Us? Impact: Play a pivotal role in scaling a mission-driven organization that’s changing lives. Ownership: Take charge of high-impact initiatives and work directly with company leadership. Growth: Advance your career in a collaborative, fast-paced startup environment. Culture: Join a dynamic team that values innovation, creativity, and purpose. Ready to help shape the future of Onward? Apply today and let’s build something extraordinary together! About Onward At Onward, we're nurturing wellbeing - one ride, one visit, one moment of connection at a time. Our door-through-door Companion rideshare services and transportation management platform help individuals with mobility and cognitive challenges access healthcare, community resources, and daily essentials. We work with healthcare systems, PACE programs, public transportation agencies, and health plans to improve care access, reduce missed appointments, and relieve the burden of caregiving. If you thrive in fast-moving environments, love wearing multiple hats, want to help shape a category-defining business and lead a high-performing team, we want to talk.