Financial Analyst

Infinitus Systems, Inc.; San Francisco (CA); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Hybrid work arrangement

Catered lunches

Competitive salary and equity

Wellness stipend

Generous PTO and parental leave

Collaborative culture

Job summary

A leading healthcare AI company is seeking a detail-oriented Financial Analyst to manage billing processes, vendor invoices, and financial reporting. The role involves collaborating with internal departments and ensuring compliance and accuracy in financial transactions. Ideal candidates will possess a bachelor's degree, strong analytical skills, and experience in finance, with familiarity in tools like Excel and QuickBooks. Benefits include hybrid work arrangements, competitive salary, and wellness stipends.

Qualifications

• 2-5 years of experience in accounting and/or financial analysis.
• Advanced proficiency in Excel and/or Google Sheets, including pivot tables, VLOOKUP, and macros.
• Familiarity with QuickBooks and ERP applications.

Responsibilities

• Manage end-to-end billing processes and vendor invoice processing.
• Conduct regular accounts receivable aging analysis.
• Build and maintain robust financial models to support decision-making.

Skills

Analytical skills

Attention to detail

Communication skills

Problem-solving skills

Team-oriented

Education

Bachelor's degree in Business Administration, Finance, Accounting, or a related field

Tools

Excel

Google Sheets

QuickBooks

SQL

BI tools

Job description

Overview

Help Build the Future of Healthcare AI. Infinitus is AI communications in service of patients. Healthcare is inherently complex and siloed. We’re pioneering agentic communications to connect the entire system — any stakeholder, any channel, inbound and out. The result is intelligent care that reduces patient anxiety, increases speed to treatment, and enables teams to scale impact without stretching resources. Our system combines industry-leading safety guardrails with the largest dynamic knowledge graph built on millions of real-world interactions. It’s why 44% of the healthcare Fortune 50 trusts Infinitus to turn fragmented touchpoints into seamless care for better patient outcomes. The Mission: At Infinitus, our mission is simple: create time for healthcare by making access, adherence, and affordability easier than ever. We’ve automated over 7 million calls and 100M+ minutes of conversation — saving millions of hours for patients and providers. Backed by over $100M from top investors including Google Ventures, Kleiner Perkins, Andreessen Horowitz, and Coatue, we’re a team that challenges the status quo and moves fast at the intersection of AI and healthcare. Infinitus was recently named to Fast Company's World’s Most Innovative Companies and Business Insider’s top startups in healthcare.

Role

We are seeking a detail-oriented and proactive Financial Analyst to join our finance team. In this role, you will be responsible for managing end-to-end billing processes, vendor invoice processing, and financial reporting activities. You will work closely with internal teams and external partners to ensure smooth financial operations and accurate reporting. The ideal candidate is organized, analytical, and has strong communication skills and attention to detail.

Key Responsibilities

• Customer Billing & Invoicing
  • Manage the preparation and issuance of accurate customer invoices.
  • Ensure timely collection and reconciliation of accounts.
  • Resolve any billing disputes or discrepancies in collaboration with the customer support team.
• Vendor Invoice Processing
  • Handle the processing of vendor invoices, ensuring compliance with contracts and company policies.
  • Maintain records of all vendor transactions, ensuring accurate tracking and payment.
• Aging Analysis & Reporting
  • Conduct regular accounts receivable aging analysis to identify overdue accounts and optimize cash flow.
  • Generate and present financial reports related to billing, procurement, and vendor expenses to senior management.
• Business Partnership
  • Collaborate with internal departments such as Operations, Sales, and Marketing to provide insights and support decision-making.
• Process Improvement
  • Identify opportunities to streamline billing, procurement, and financial reporting processes for efficiency.
  • Implement best practices to improve the accuracy and timeliness of all transactions.
• Variance Analysis
  • Conduct thorough variance analysis between actuals and budget/forecasts to identify key drivers.
  • Provide actionable insights and explanations for discrepancies and work with business units to address deviations.
  • Present findings to senior management in a clear and concise manner.
  • Analyze monthly financial results, comparing actual performance against budgets and forecasts.
  • Assist in preparing financial reports, including profit and loss statements, balance sheets, and cash flow statements.
• Ad-hoc Reporting & Analysis
  • Develop ad-hoc financial reports and analyses based on business needs and management requests.
  • Provide support for special projects, including financial modeling and scenario analysis.
  • Assist in preparing materials for board meetings, investor updates, and other key stakeholders.
• Financial Modeling
  • Build and maintain robust financial models to support decision-making related to growth strategies, capital expenditures, and other major initiatives.
  • Conduct sensitivity analysis to assess the impact of various scenarios on the company’s financial outlook.
• Budgeting
  • Assist in the preparation of annual budgets, including gathering input from various departments.
  • Monitor ongoing budget performance, comparing actual results to forecasts and budgets.
  • Provide insights and recommendations based on budget trends and variances.

Qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, or a related field.
• 2-5 years of experience in accounting and/or financial analysis.
• Advanced proficiency in Excel and/or Google Sheets, including pivot tables, VLOOKUP, macros, and financial modeling.
• Experience with Google Suite tools (Sheets, Docs, Slides).
• Familiarity with QuickBooks and ERP applications.
• Familiarity with data tools (SQL, BI and Sigma dashboards) is a plus.
• Strong analytical, problem-solving, and communication skills.
• Strong understanding of financial statements and accounting principles.
• High attention to detail and ability to work with large data sets.
• Ability to work independently and manage multiple priorities.
• Eagerness to learn, adapt, and take on increasing responsibility in a fast-growing startup.
• Team-oriented with an interest in both finance and operations.

Why You’ll Love It Here

Please Note: the following benefits are for salaried employees

• Hybrid work (SF office Mon/Tues/Thurs) + catered lunches (Bay Area Positions only)
• Competitive salary, equity, and 401(k)
• Wellness stipend & great benefits (medical, dental, vision)
• Generous PTO & parental leave
• Bi-annual offsites & a collaborative, mission-driven culture

What To Expect In The Interview Process

• Apply & meet our recruiting team
• Virtual interviews to showcase your skills
• Final onsite loop to meet the team and get to know us better
• Chat with our CEO

Curious to Learn More?

• Read our Blog to hear from Infinauts about what we’re building
• Discover how our company values (CODES) guide us
• Follow our CEO, Ankit Jain, for industry updates

We’re building AI agents that tackle healthcare’s toughest problems and open new possibilities. Ready to join us? Let’s talk!

Infinitus Systems is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law. Infinitus Systems believes that diversity and inclusion among our teammates is critical to our success as a global company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool.