FP&A Analyst

Heidi Health; Sydney; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

L&D budget

Health allowance

Home office budget

Parental leave - primary

Parental leave - secondary

Fertility support

Work from anywhere

Equity

Job summary

Heidi Health is building the future of healthcare with AI-powered care partners. We are seeking a capable FP&A and Strategic Finance professional to build financial models, manage the revenue funding facility, and provide investor-facing analyses.

You will partner with Finance, Data and Commercial teams to drive planning, forecast accuracy and strategic decisions. You will own monthly reporting, KPI packs and lender communications while applying strong commercial judgement in a high-growth,

Qualifications

• 2–4+ years in investment banking, transaction services, private equity, consulting or a similarly analytical role.
• Strong financial modelling skills and comfort working with imperfect or evolving data.
• Experience supporting funding, capital allocation, investor, lender or board-facing analysis.
• Strong commercial judgement and curiosity about what drives performance in a high-growth business.
• Understanding of SaaS metrics such as ARR, retention, payback, sales efficiency and cohort performance.
• Good working knowledge of cash forecasting, AR, collections, and working capital.
• High attention to detail and comfort owning work with clear deadlines.
• Clear written and verbal communication — able to turn complexity into simple, decision-ready outputs.
• Strong cross-functional operating style across Finance and non-finance teams.
• Bias to action: you can build the model, chase the inputs, document the process and explain the recommendation.

Responsibilities

• Build and maintain financial models for growth investment, commercial planning and leadership decisions, including capital use, timing, returns, cash impact and operating readiness.
• Analyse revenue, sales efficiency, customer cohorts, payback, cash impact and operating performance, surfacing trade-offs across growth, spend, cash and operational capacity.
• Support annual planning, quarterly forecasting and in-cycle performance reviews, partnering with commercial and operational teams to improve driver understanding and forecast accuracy.
• Own investor reporting, including recurring updates, KPI and financial packs, and coordination of inputs across Finance, Data and Commercial teams.
• Own the revenue funding facility operating rhythm, from monthly reporting and quarterly lender reviews through to annual renewal planning. Embed facility requirements into dashboards, controls, calendars and business-as-usual processes.
• Maintain the revenue funding facility model, including eligible revenue, covenant headroom and downside scenarios, and ensure inputs are accurate and reconciled across Finance, Data, Legal and Commercial teams.
• Prepare and submit lender reporting packs, drawdown requests and supporting analysis, while coordinating amendments, renewals, diligence and new funding capacity.
• Manage lender and advisor relationships; and surface risks, opportunities and decision-ready recommendations early.

Skills

Financial modelling

SaaS metrics

Cash forecasting

Cross-functional work

Investor reporting

Tools

BI tooling

SQL

Databricks

Job description

We're building the future of healthcare by giving every clinician the earth's finest AI Care Partner. In just 18 months, our clinical AI products have absorbed the administrative chaos of 73 million patient visits. Today, we support over 2.5 million patient sessions a week across 190+ countries.

Healthcare systems are failing us; clinicians spend more time on documentation than on patients, and the human connection that makes medicine worth practicing is eroding. Our mission is simple: double the world’s healthcare capacity and strengthen the human connection at its heart.

We found product-market fit with a freemium medical scribe that clinicians love. Now, we're expanding. Every task a clinician hands to Heidi is a patient who feels more attended to, a health system unclogged, and a clinician who gets to be a clinician again.

If you don’t choose easy and you want to build something way bigger than yourself then, choose the challenge, choose Heidi.

We’re Heidi.

We're building the future of healthcare by giving every clinician the earth's finest AI Care Partner. In just 18 months, our clinical AI products have absorbed the administrative chaos of 73 million patient visits. Today, we support over 2.5 million patient sessions a week across 190+ countries.

Healthcare systems are failing us; clinicians spend more time on documentation than on patients, and the human connection that makes medicine worth practicing is eroding. Our mission is simple: double the world’s healthcare capacity and strengthen the human connection at its heart.

We found product-market fit with a freemium medical scribe that clinicians love. Now, we're expanding. Every task a clinician hands to Heidi is a patient who feels more attended to, a health system unclogged, and a clinician who gets to be a clinician again.

If you don’t choose easy and you want to build something way bigger than yourself then, choose the challenge, choose Heidi.

What You’ll Do

FP&A and Strategic Finance

• Build and maintain financial models for growth investment, commercial planning and leadership decisions, including capital use, timing, returns, cash impact and operating readiness.

• Analyse revenue, sales efficiency, customer cohorts, payback, cash impact and operating performance, surfacing trade-offs across growth, spend, cash and operational capacity.

• Support annual planning, quarterly forecasting and in-cycle performance reviews, partnering with commercial and operational teams to improve driver understanding and forecast accuracy.

• Own investor reporting, including recurring updates, KPI and financial packs, and coordination of inputs across Finance, Data and Commercial teams.

Revenue Funding Facility

• Own the revenue funding facility operating rhythm, from monthly reporting and quarterly lender reviews through to annual renewal planning. Embed facility requirements into dashboards, controls, calendars and business-as-usual processes.

• Maintain the revenue funding facility model, including eligible revenue, covenant headroom and downside scenarios, and ensure inputs are accurate and reconciled across Finance, Data, Legal and Commercial teams.

• Prepare and submit lender reporting packs, drawdown requests and supporting analysis, while coordinating amendments, renewals, diligence and new funding capacity.

• Manage lender and advisor relationships; and surface risks, opportunities and decision-ready recommendations early.

What We’re Looking For

• 2–4+ years in investment banking, transaction services, private equity, consulting or a similarly analytical role

• Strong financial modelling skills and comfort working with imperfect or evolving data

• Experience supporting funding, capital allocation, investor, lender or board-facing analysis

• Strong commercial judgement and curiosity about what drives performance in a high-growth business

• Understanding of SaaS metrics such as ARR, retention, payback, sales efficiency and cohort performance

• Good working knowledge of cash forecasting, AR, collections, and working capital

• High attention to detail and comfort owning work with clear deadlines

• Clear written and verbal communication — able to turn complexity into simple, decision-ready outputs

• Strong cross-functional operating style across Finance and non-finance teams

• Bias to action: you can build the model, chase the inputs, document the process and explain the recommendation

Attitude is more important than ticking every box. If you are a hungry, highly motivated operator who has a knack for problem solving, building relationships and learning quickly, we want to hear from you.

Nice to have

• Exposure to funding processes, debt facilities, venture debt, revenue-based financing, investor reporting or capital markets work

• Experience with multi-market or multi-entity finance operations

• Experience improving collections, billing or revenue operations processes

• Exposure to BI tooling, SQL, Databricks, RevOps systems or modern finance tools

• Experience supporting growth investment cases, commercial planning or board / leadership reporting

How we show up

• Build for the next decade, not next quarter. Our targets are outrageous on purpose. The world's health doesn't have the luxury of incrementalism.

• Lead, don't wait. We treat tomorrow's problems today. Sometimes we build what's needed before it's wanted, and we're fine with that.

• Follow the evidence. Trust the patient. We pursue truth relentlessly. But when the subjective and objective disagree, we treat the patient, not the numbers. Ego is a comorbidity we can't afford.

• Own the outcome. Everyone here carries the company. Raise problems with solutions, solve them end-to-end, and never be a bystander.

• Ship, measure, go again. A button today, a workflow tomorrow. More iterations beat better planning. We're precise at pace, not reckless.

• Live in clinicians' reality. Not the ideal workflow, the twenty-patients-before-lunch actual one. We build for exhausted humans, and we'd better be decent ones while we do it.

Why Heidi?

You’ll join a team focused on real-world impact over imaginary valuations and glossy PR. We live and breathe the challenges of modern health systems, and are laser-focused on exacting the change we’d like to see. We’re medicos, engineers, builders, and designers who’ve felt the moral and practical toll of what non-care feels like. True A-players progress extremely fast here. The nature of the scale-up game is demanding, but we value sustainable performance and mental health. You're trusted to perform, and you set your schedule. We operate on outcomes > inputs, not process theatre. We all take the bins out, metaphorically and literally.

Building what we’re building isn’t always easy. But we didn’t choose easy, we chose to build something that actually matters. We hold ourselves to a higher standard because healthcare demands it. If you join Heidi, you recognise that the deeper question isn’t whether AI can solve the global healthcare crisis, but whose hands will shape it. The work is hard, but you will trust and admire the people you work beside, and rest easy knowing you’re doing the defining work of your career.

We take care of you.

We offer a $1,000 annual learning and development budget, a $150/month health and wellness allowance, a $500 home office budget, 26 weeks paid primary parental leave and 18 weeks paid secondary parental leave, fertility support up to $10,000, four weeks of work from anywhere per year, and serious equity.

We chose to open-source our benefits hub, if you care to take a peek.

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