Financial Analyst 1

Modernizing Medicine; Boca Raton (FL); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) matching

Paid time off & parental leave

Life & disability benefits

FSA & EAP

Job summary

ModMed is seeking a Financial Analyst who will be responsible for building and maintaining financial models based on analysis to support organizational decision making. Your Role includes analyzing business data, developing financial plans, and presenting variance analyses to leadership.

You will partner with General Managers and executives for ad-hoc analyses, forecast trends, and automate reporting tools to enhance data-driven decisions.

Qualifications

• 1-2 years of professional experience as a financial analyst, accountant, auditor, or data/programmer analyst OR CPA with at least one year of professional experience.
• Excellent verbal and written communication skills and team player mindset.
• Experience with forecasting and/or budgeting, along with variance analysis.
• Basic understanding of GAAP.
• Strong financial analysis and big data analysis methods.
• Excellent organizational skills and attention to detail.
• Proficient in Excel and PowerPoint.
• SaaS industry experience preferred; familiarity with Anaplan, DOMO, Salesforce, VBA, Power Query.

Responsibilities

• Analyze business and financial data.
• Build and maintain financial models to support decision making.
• Develop financial plans and reports for organizational leaders.
• Perform variance analysis vs budget and forecast and present to leadership.
• Partner with General Managers and executives for ad-hoc analyses.
• Analyze industry trends and make data-driven recommendations.
• Develop automated reporting and forecasting tools to improve data use.
• Perform other related duties as assigned.

Skills

Forecasting

Budgeting

Variance analysis

GAAP understanding

Excel

PowerPoint

Team player

Data analysis

Education

CPA certification

Tools

Anaplan

DOMO

Salesforce

VBA

Power Query

Job description

Join the Team Modernizing Medicine

At ModMed, we’re not just building software—we’re reimagining the healthcare experience. Founded in 2010 by a practicing physician and a successful tech entrepreneur, we took a radically different approach: we hired doctors and taught them how to code. This "for doctors, by doctors" philosophy has allowed us to create an AI-enabled, specialty-specific cloud platform that places patients at the center of care.

A Culture of Excellence

When you join ModMed, you’re joining an award-winning team recognized for innovation and employee satisfaction. From our global headquarters in Boca Raton Florida, and extensive employee base in Hyderabad India, we are a team of 4,500+ passionate problem-solvers on a mission to increase medical practice success and improve patient outcomes:

• Consistently ranked as a Top Place to Work

• 2025 Globee Business Awards: Gold Globee for “Technology Team of the Year”

• 2025 Black Book Awards: Ranked #1 EHR in 11 Specialties

• Florida Venture Forum: Venture-Backed Company of the Year

We are growing fast, thinking big, and we are just getting started.

Ready to modernize medicine with us?

Job Description Summary:

ModMed is seeking a Financial Analyst who will be responsible for building and maintaining financial models based on analysis to support organizational decision making.

Your Role:

• Analyze business and financial data.

• Build and maintain financial models based on analysis to support organizational decision making.

• Develop financial plans and reports for organizational leaders.

• Perform variance analysis vs budget and forecast, and present results to Leadership.

• Partner with General Managers and other executives for ad-hoc and recurring analyses.

• Analyze industry trends and make recommendations based on those trends.

• Develop automated reporting and forecasting tools for more efficient use of data.

• Perform other related duties as assigned.

Skills & Requirements:

• 1-2 years of professional experience as a financial analyst, accountant, auditor, or data/programmer analyst OR valid CPA (Certified Public Accountant) certificate with at least one year of professional experience.

• Excellent verbal and written communication skills and legendary “team player” mindset.

• Experience with forecasting and/or budgeting, along with variance analysis.

• Basic understanding of Generally Accepted Accounting Principles (GAAP).

• Thorough understanding of methods of financial analysis and the principles, design, and procedural methods used in big data analysis.

• Excellent organizational skills and attention to detail.

• Working knowledge of Excel and PowerPoint.

• Experience working in a SaaS (Software as a Service) business preferred, but not required

• Experience with Anaplan, DOMO, Salesforce, VBA, Power Query and/or DOMO preferred but not required.

ModMed Benefits Highlight: At ModMed, we believe it’s important to offer a competitive benefits package designed to meet the diverse needs of our growing workforce. Eligible Modernizers can enroll in a wide range of benefits:

United States

• Comprehensive medical, dental, and vision benefits, including a company Health Savings Account contribution,
• 401(k): ModMed provides a matching contribution each payday of 50% of your contribution deferred on up to 6% of your compensation. After one year of employment with ModMed, 100% of any matching contribution you receive is yours to keep.
• Generous Paid Time Off and Paid Parental Leave programs,
• Company paid Life and Disability benefits, Flexible Spending Account, and Employee Assistance Programs,
• Company-sponsored Business Resource & Special Interest Groups that provide engaged and supportive communities within ModMed,
• Professional development opportunities, including tuition reimbursement programs and unlimited access to LinkedIn Learning,
• Global presence and in-person collaboration opportunities; dog-friendly HQ (US), Hybrid office-based roles and remote availability for some roles,
• Weekly catered breakfast and lunch, treadmill workstations, Zen, and wellness rooms within our BRIC headquarters.