Senior Analyst, Strategic Finance New

Ophelia; Northern (KY); Hybrid; USD 125,000 - 130,000; Full time

Benefits offered by this job

Health insurance

PTO 20 days

Company holidays

Work From Home stipend

401k

Job summary

Ophelia is hiring a Senior Analyst to support core financial operations across a multi-state healthcare platform. You will own portions of the monthly close, build and present the financials, and drive ROI analyses.

You will partner with Operations, Technology, Marketing, and People teams to ensure accurate reporting and strategic planning. You will grow into broader ownership of internal ROI analyses, contributing to company growth and financial health.

Qualifications

• 3+ years of experience in FP&A, accounting, or a comparable analytical finance role with a track record of owning monthly close and reporting cycles.
• Strong accounting foundation, including accrual concepts and how entries flow through the income statement, balance sheet, and cash flow statement.
• Advanced Excel and financial modeling skills; able to build and audit models from scratch and identify errors.

Responsibilities

• Own the recurring components of the monthly close and coordinate with external accounting partners.
• Draft the monthly reporting package: P&Ls, budget vs actual, ROI metrics, and leadership decks.
• Build and maintain department/state-level budget vs. actual reporting and explain variances to owners.
• Prepare external financial deliverables for board and lenders.
• Support annual planning and re-forecast cycles with department leads.
• Run ad hoc internal ROI analyses with business partners to inform decisions.

Skills

FP&A experience

Advanced Excel

Financial modeling

Communication

Healthcare/regulatory

Netsuite/Claude/Lightdash

Tools

Netsuite

Claude for Excel

Lightdash

Job description

Are you looking for a role in a company that's solving one of the greatest challenges of our lifetime? Ophelia helps people end their opioid use and restore their quality of life with respect for their time and dignity. Our mission is to make evidence-based treatments for opioid use disorder (OUD) accessible to everyone... and we're looking to bring more people onto our team to help us achieve it.

Ophelia is a venture-backed, healthcare startup that helps individuals with OUD by providing FDA-approved medication and clinical care through a telehealth platform. Our approach is discreet, convenient, and affordable. We've been successfully operating in 16 states for almost six years and we're excited to continue our growth. We are a team of physicians, scientists, entrepreneurs, researchers and White House advisors, backed by leading technology and healthcare investors working to re-imagine and re-build OUD treatment in America.

About The Role

As a Senior Analyst at Ophelia, you will support the core financial operations of a growing multi-state operation: monthly close, financial reporting, cash and treasury management, internal ROI analysis, and annual planning. You'll report directly to the FP&A Manager and partner with them closely across each of these areas. Strategic Finance is a small team, but this is a fundamentally cross-functional role - you will regularly be working with Operations, Technology, Marketing, and People team leadership on a variety of project types.

What your first year will look like: You'll take ownership of the parts of close and reporting, build a working understanding of the business through its numbers, and grow into broader ownership of internal ROI analyses to drive company growth.

Responsibilities:

• Own the recurring components of the monthly close, and work alongside our external accounting partner to hold the close calendar.
• Draft the monthly reporting package, covering total company and state-level P&Ls, variable unit economics, and the leadership financials deck, to drive insight into the health of the business.
• Build and maintain department- and state-level budget versus actual reporting. Work with budget owners across the company to explain variances and raise issues early enough to act on them.
• Prepare external financial deliverables, including board and lender materials
• Support annual planning and re-forecast cycles, partnering with department leads to collect and consolidate expense budgets
• Run ad hoc internal ROI analyses in collaboration with business partners to help drive company decision-making.
• 3+ years of experience in FP&A, accounting, or a comparable analytical finance role; with a track record of owning monthly close and reporting cycles. Strong accounting foundation, including accrual concepts and how entries flow through the income statement, balance sheet, and cash flow statement
• Advanced Excel and financial modeling skills. You can build a model from scratch, and audit someone else's, follow the logic, and find the thing that's wrong with it (if any).
• Stellar communications and stakeholder management with a passion for aligning all participants; able to create strong points of view to achieve Ophelia’s strategy, backed with data.
• Experience in healthcare (ideally digital healthcare), multi-state operations, or another regulated environment; or exposure to claims-based revenue
• Passionate about our mission to make evidence-based addiction treatment universally accessible.
• Direct experience with Netsuite, Claude & Claude for Excel, or a BI tool such as Lightdash is a plus.

Our Benefits Include:

• Competitive medical, vision, and health insurance (many plans are fully covered for the employee!)
• Start with 20 days (4 weeks) of PTO, increasing to 5 weeks after 2 years and 6 weeks after 5 years of tenure
• 10 company holidays
• Work From Home Stipend
• 401k Contribution Platform
• Additional benefits offered through our benefits provider such as life insurance, short and long term disability, financial wellness, virtual primary care, among others!

Ophelia Compensation Overview

• We set compensation based on the level and skills required for the role. We value pay transparency and equity, and are committed to fair pay. In order to prevent pay disparities and reduce time spent in negotiations, we take a “first and best” offer approach: this means we’re not holding any compensation back from our candidates, and you can feel confident that our pay is fair and does not vary based on the strength of someone’s negotiation skills.
• Compensation is dynamic at Ophelia: as long as the company performs well and meets our targets, there will be opportunities for increased compensation annually. We’re happy to discuss this approach and our bands if you have questions during the interview process.

Compensation Range

$125,000 - $130,000 USD

A Note Before Applying

We believe a good hiring process is really just about getting to know each other. That's why we care about getting to know the real you, not a polished, AI-generated version of you. Every application is read by a real person who's genuinely curious about your experiences, your voice, and why this role speaks to you.

So as you put together your application, we'd love for it to sound like you. It's the best way for us to get to know each other, and the best way for you to find out if we're the right fit.

As set forth in Ophelia’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.