Finance Analyst / Associate

Charlie Health; New York (NY); Hybrid; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company dedicated to reshaping mental healthcare. As a Finance Analyst, you'll play a pivotal role in supporting financial and operational decisions that impact lives. Your analytical insights will drive budgeting, forecasting, and reporting processes, making a significant contribution to a mission-driven team. This position offers a unique opportunity to work in a dynamic environment, where your skills will help shape the future of mental health treatment. If you're passionate about making a difference and thrive in a fast-paced setting, this role is perfect for you.

Benefits

Comprehensive benefits

Flexible working hours

Hybrid work schedule

Professional development opportunities

Qualifications

• 1-4 years of experience in financial analysis or similar roles.
• Proficient in Excel, Google Sheets, and PowerPoint.
• Experience in building financial models and analyzing data.

Responsibilities

• Contribute to month-end close and ensure accurate expense allocation.
• Create budgets and forecasts for departments and the company.
• Develop reports to track budget vs. actuals for leadership.

Skills

Financial Analysis

Budgeting

Forecasting

Excel

Google Sheets

PowerPoint

Financial Modeling

Data Analysis

Education

Bachelor's degree in Business

Bachelor's degree in Accounting

Bachelor's degree in Finance

Bachelor's degree in Economics

Tools

Excel

Google Sheets

PowerPoint

Job description

Why Charlie Health?

We are currently facing a nationwide mental health epidemic marked by rising rates of depression, anxiety, trauma, substance use disorders, and suicide. At the same time, those seeking help often encounter barriers—whether geographic, financial, or systemic—that prevent them from receiving timely and effective care. This urgent need calls for a reimagined approach to behavioral health treatment.

At Charlie Health, our mission is to connect the world to life-saving mental health treatment. Our innovative virtual programs combine curated group sessions, individual therapy, and family therapy, delivered through personalized, evidence-based treatment plans designed for sustainable healing from the comfort of home. By connecting individuals with shared experiences and fostering supportive communities, Charlie Health provides a pathway to long-term recovery, with over 90% of our clients seeing improvement in their most challenging mental health symptoms.

Every member of our team shares a deep commitment to this mission. If you’re driven to make a meaningful impact, we invite you to join us in reshaping the future of mental healthcare.

About the Role

As a Finance Analyst / Associate, you will have the unique opportunity to support Charlie Health’s rapid growth and most important financial and operational decisions with analytical insights and strategic recommendations. Reporting to the Director of FP&A, you will be a key financial thought partner to Charlie Health’s department leaders throughout the organization as you support the Revenue and OpEx budgeting, forecasting, and reporting processes. This is a high impact, highly visible role on the Strategic Finance team, which plays a critical role in shaping Charlie Health’s long-term business strategy, planning, and execution.

Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way.

Responsibilities

• 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.

Requirements

• 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.

Benefits

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. #LI-HYBRID

Our Values

• Connection: Care deeply & inspire hope.
• We care personally about every single person in the Charlie Health ecosystem: our clients, providers, and team members alike.
• We inspire hope with every interaction, reminding our clients that we truly and unconditionally believe in them.
• Congruence: Stay curious & heed the evidence.
• We ask “why” five times before we’re satisfied with the answer. We don’t stick to the status quo; we challenge our assumptions and remain humble.
• Above all, we’re results-oriented. When we find data that calls our original plan into question, we modify or pivot.
• Commitment: Act with urgency & don’t give up.
• We work as swiftly as possible. The mental health crisis is relentless, and so are we.
• Our clients don’t give up and neither do we. Persistence is our superpower.

Please do not call our public clinical admissions line in regard to this or any other job posting.

Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services.

Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals.

At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people.

Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation.

By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.