Financial Analyst

MediSpend; United States; Remote; USD 65,000 - 85,000; Full time

Benefits offered by this job

Merit-based bonus

Remote work anywhere in the US

Unlimited PTO

401k + match

Health, dental, vision insurance

Wellness perks

Job summary

MediSpend is seeking a Financial Analyst to support budgeting, forecasting, reporting, and financial modeling. You will partner across functions to translate numbers into actionable insights and help drive strategic decisions in a fast-paced, remote-friendly environment.

The role emphasizes strong Excel skills, ERP experience (NetSuite), and the ability to communicate findings to both finance and non-finance stakeholders. This is a permanent full-time position with growth opportunities.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 2–5 years of FP&A or related experience.
• Strong proficiency in Microsoft Excel and financial modeling.
• Experience with budgeting, forecasting, variance analysis, and financial reporting.
• Working knowledge of financial statements and fundamental accounting concepts.
• Experience with financial systems, ERP platforms (NetSuite), planning tools, and/or BI applications.
• Experience in a SaaS, technology, or high-growth environment preferred.

Responsibilities

• Support the annual budgeting and forecasting processes with financial models and inputs.
• Prepare monthly budget-to-actual and period-over-period analyses.
• Analyze revenue, expenses, headcount, and KPIs to identify trends, risks, and opportunities.
• Develop and maintain financial models, dashboards, and management reports.
• Collaborate with department leaders to review performance and forecast needs.
• Assist in preparing company-wide KPI analyses and management reporting.
• Conduct ad hoc financial analyses and scenario modeling for strategic decisions.
• Support cash flow forecasting and other planning activities.
• Track sales bookings, renewals, and contractions data.

Skills

Financial analysis

Financial modeling

Budgeting

Forecasting

Variance analysis

Excel

ERP: NetSuite

SaaS/Tech knowledge

Communication

Education

Bachelor's degree in Finance/Accounting/Economics/Business Admin

Tools

NetSuite ERP

Tableau/Power BI

SQL

Job description

Reporting to the VP, Finance and Administration, the Financial Analyst supports the company’s financial planning, analysis, and reporting activities, providing accurate and timely financial insights to support business decision-making. Reporting to the Vice President of Finance and Administration, this role plays a key part in budgeting, forecasting, financial reporting, variance analysis, and the development of financial models and management reporting.

The Financial Analyst partners with individuals across the organization to understand business performance, evaluate financial trends, monitor key performance indicators, and translate financial data into meaningful insights. This position requires strong analytical capabilities, attention to detail, financial acumen, and the ability to communicate financial information effectively to both finance and non-finance stakeholders.

Key Responsibilities

• Support the annual budgeting and periodic forecasting processes, including gathering assumptions, preparing financial models, consolidating inputs, and analyzing results.
• Prepare monthly budget-to-actual and period-over-period analyses.
• Analyze revenue, expenses, headcount, operating results, and other key financial and business metrics to identify trends, risks, opportunities, and areas requiring further review.
• Develop and maintain financial models, schedules, dashboards, and reports used to support financial planning and business decision-making.
• Partner with department leaders to review financial performance, understand variances, monitor spending, and support departmental planning and forecasting.
• Assist with the preparation and analysis of company-wide key performance indicators and management reporting.
• Perform ad hoc financial analysis and scenario modeling to evaluate business initiatives, investments, operational changes, and other strategic decisions.
• Support cash flow forecasting and other financial planning activities as needed.
• Assist in tracking sales bookings, renewals and contraction data.
• Support Finance and Accounting teams with contract management.
• Monitor financial and operational data for accuracy and consistency and work with appropriate stakeholders to resolve data quality issues.
• Identify opportunities to improve financial reporting, forecasting, modeling, and analytical processes through increased efficiency, standardization, and automation.
• Support Finance leadership with presentations, analyses, and other materials for executive leadership and other key stakeholders.
• Maintain confidentiality and appropriately handle sensitive company and financial information.
• Perform other duties and special projects as assigned.
• Strong analytical and problem-solving skills with the ability to interpret financial data and identify trends and insights.
• High attention to detail and commitment to accuracy and data integrity.
• Strong business and financial acumen.
• Effective written and verbal communication skills, including the ability to communicate financial information to non-finance stakeholders.
• Ability to collaborate effectively across departments and levels of the organization.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
• Sound judgment and discretion when handling confidential information.

Knowledge, Skills and Abilities:

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 2–5 years of relevant experience in FP&A, corporate finance, financial analysis, accounting, or a related field.
• Strong proficiency in Microsoft Excel and financial modeling.
• Experience with budgeting, forecasting, variance analysis, and financial reporting.
• Working knowledge of financial statements and fundamental accounting concepts.
• Experience with financial systems, ERP platforms (Netsuite), planning tools, and/or business intelligence applications.
• Experience in a SaaS, technology, or high-growth environment preferred.

What we provide:

• Merit-based compensation – Competitive base salary plus bonus
• Work from anywhere – Roles are open to candidates located anywhere in the US (United States)
• Unlimited PTO (Paid Time Off), including Paid Holidays and Sick Leave
• 401k+ Match
• Comprehensive health, dental, and vision insurance
• Health and wellness perks including life & disability insurance, healthcare funding options like FSAs (Flexible Spending Accounts) and HSAs (Health Savings Account), Dependent Care, an EAP (Employee Assistance Program) program, discounts, Learning and Development

What we provide:

• Merit-based compensation – Competitive base salary plus bonus
• Work from anywhere – Roles are open to candidates located anywhere in the US (United States)
• Unlimited PTO (Paid Time Off), including Paid Holidays and Sick Leave
• 401k+ Match
• Comprehensive health, dental, and vision insurance
• Health and wellness perks including life & disability insurance, healthcare funding options like FSAs (Flexible Spending Accounts) and HSAs (Health Savings Account), Dependent Care, an EAP (Employee Assistance Program) program, discounts, Learning and Development

Working Conditions/Physical Demands:

This position is fully remote, with limited travel that may be required for occasional team meetings, training sessions, or business events. Work is performed primarily in a home-office environment using standard office equipment such as a computer, keyboard, mouse, and phone. Employees are expected to maintain a safe, ergonomic, and confidential workspace with reliable high-speed internet access suitable for professional remote work.

The role generally requires extended periods of sitting, viewing a computer screen, and communicating through written and verbal means. Occasional light physical activity (e.g., lifting materials or equipment up to 20 pounds) may be necessary.

Reasonable accommodations will be provided in accordance with the Americans with Disabilities Act (ADA) and other applicable laws to enable qualified individuals with disabilities to perform the essential functions of the job. Employees working remotely must ensure their workspace meets company standards for safety, ergonomics, and data security as outlined in organizational policy.

Disclaimer:

This job description identifies the general duties and minimum level of skills required to perform this job. It is not intended to represent a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned.

Notice for all applicants:

we are seeking a permanent full-time employee, this is not a contractor position.

Notice for Colorado and Washington applicants:

In compliance with applicable pay transparency laws, the expected annual base salary for this role is $65,000–$85,000, plus eligibility for bonus and benefits.

MediSpend is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, physical or mental disability, age, or veteran status or any other basis protected by federal, state, or local law.