Financial Analyst I (Boston, MA)

Careforth; Boston (MA); Hybrid; USD 50,155 - 83,592; Full time

Benefits offered by this job

Remote-first culture

Wellness program

Hybrid work option

Job summary

Careforth, based in Boston, is seeking a Financial Analyst I to support financial reporting, forecasting, and variance analysis. The role requires commuting to the Boston office and working onsite at least one day weekly.

You will build models, prepare monthly reporting, and partner with Revenue Cycle Management teams to deliver timely analysis. A 2–4 year track record in finance and Excel proficiency are expected.

Qualifications

• Bachelor's degree in business administration, finance, economics, or a related field.
• 2-4 years of relevant experience in financial reporting and operations.
• Excellent analytical and problem-solving skills.
• High proficiency with Microsoft Excel and other Microsoft Office products.
• Strong communication skills with ability to present complex information to stakeholders.
• Ability to multitask with strong time management and attention to detail.

Responsibilities

• Prepare and maintain financial planning, budgeting, forecasting, and reporting models across assigned business units.
• Execute monthly, quarterly, and annual budgeting and forecasting cycles.
• Build and maintain financial models and reports to track progress and KPIs; flag variances to leadership.
• Deliver analytics and insights around P&L drivers for senior leaders and key stakeholders.
• Partner with Caregiver Pay and Revenue Cycle Management teams on ad-hoc reporting and data analysis.
• Support pro forma models to evaluate sales opportunities and forecast profitability.
• Respond to inquiries with timely, well-researched analysis.

Skills

Analytical skills

Problem-solving

Excel proficiency

Communication skills

Time management

Attention to detail

Experience 2-4 years

Education

Bachelor's degree in business administration, finance, economics, or related field

Tools

Microsoft Office

Job description

About Us

A pioneer in the caregiving space, Careforth supports family caregivers across the United States to confidently care for their loved ones at home. Through a combination of in-person home visits, remote coaching and our proprietary digital collaboration app, we provide caregivers with support, guidance, confidence, and connection to resources they need. The Caregivers and families we support stay with Careforth for many years, building lasting relationships along the way. Join us today and live our values: lead with heart, cultivate trust, go beyond.

Position Summary

Reporting to the Director of Financial Planning & Operations, the Financial Analyst I will be responsible for financial reporting and analysis, forecasting, and supporting finance functions, including Accounts Payable and Revenue Cycle Management. The Financial Analyst I will collect, analyze, and provide financial data and trends to cross-functional stakeholders to drive informed organizational decisions. This position requires the ability to commute to our Boston corporate office and work onsite at least one day per week.

What You Will Do

• Prepare and maintain financial planning, budgeting, forecasting, and reporting models across assigned business units, ensuring accuracy, timeliness, and actionable insight
• Execute recurring financial planning functions across the company including monthly, quarterly, and annual budgeting and forecasting cycles
• Build and maintain financial models and reports (financial and non-financial) to track progress against goals, monitor financial and operational trends and KPIs; proactively flag variances or notable patterns to leadership and perform ad-hoc analysis as needed
• Contribute to monthly financial reporting packages for senior leaders, Board of Directors, and key stakeholders, delivering analytics and insights around key P&L drivers
• Partner with the Caregiver Pay and Revenue Cycle Management teams by delivering ad-hoc reporting, data analysis, and backup coverage as needed
• Collect and analyze data to support the build of pro forma financial models used to evaluate sales opportunities and forecast profitability
• Respond to internal and external inquiries with timely, well-researched analysis and follow-through
• Perform other duties and special projects as assigned

What You Will Bring

• Bachelor's degree in business administration, finance, economics, or a related field
• 2-4 years of relevant experience in financial reporting and operations
• Excellent analytical and problem-solving skills
• High level of proficiency with Microsoft Office products especially Excel
• Strong communication skills with ability to present complex information to internal and external stakeholders
• Ability to multitask with excellent time management skills and strong attention to detail

You'll Benefit From

At Careforth your well-being matters. With flexible schedules, a remote-first culture, and a nationally recognized wellness program, our benefits are designed to help you thrive, both professionally and personally. Discover how we invest in you: https://careforth.com/careers/#benefits

The pay range for this position is $69,660 to $83,592. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications, and geographic location.

#LI - Hybrid

Join Our Award Winning Team

Founded in Boston, Careforth's caregiver programs and services improve health outcomes, keeping care at home longer. Additionally, our programs provide financial benefit to caregivers and cost savings to state agencies and health plans. At Careforth, we understand the challenges of caregiving and are committed to supporting family caregivers at every turn.

Caregivers play a critical role in the future of healthcare—and so can you.

For more information, please visit www.Careforth.com.

Careforth is an Equal Opportunity Employer*

DISCLAIMER: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

*Careforth supports families with diverse backgrounds and as an equal opportunity employer, we seek employees who reflect the diverse population we serve. Careforth complies with all applicable laws concerning hiring and employment practices and is firmly committed to fostering and maintaining a workplace free from discrimination. We pledge to hire, train, and promote our employees without regard to race, religion, gender, gender identity, genetic information, age, national origin, sexual orientation, disability, veteran status, or any other category protected by applicable law.

Careforth strives to create experiences that are accessible and welcoming to everyone, including making www.careforth.com and the careers site accessible to any and all users. If you would like to contact us regarding the company’s diversity, equity and inclusion initiatives, inquire about a specific accessibility need or the accessibility of our website, or if you need assistance completing an application process, please contact People & Culture at 866-797-2333.