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Senior Business Analyst

The Key - Corporate

United States

Remote

USD 80,000 - 120,000

Full time

Yesterday
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Job summary

The Key is seeking a Financial Analyst to support decision-making with financial models and insights. This role requires strong analytical abilities and collaboration with various departments to drive financial performance. Ideal candidates will have an educational background in finance and relevant experience in a similar role. Benefits include medical insurance, 401(k) matching, and flexible paid time off.

Benefits

Medical/Dental/Vision Insurance
401(k) Matching
Flexible Spending Account
Employee Assistance Program
PTO Plan for Non-Exempt Employees
Flexible PTO Plan for Exempt Employees
Pet Insurance

Qualifications

  • 4-5 years of experience in financial analysis or strategic planning roles.
  • Demonstrated ability to distill complex data into concise recommendations.
  • Experience working cross-functionally with non-finance departments.

Responsibilities

  • Lead development and refinement of financial models and forecasts.
  • Collaborate with key stakeholders to support strategic initiatives.
  • Identify and implement enhancements to reporting processes.

Skills

Financial modeling
Data analysis
Communication
Presentation skills

Education

Bachelor’s degree in Finance
Professional certification (CFA/CPA)

Tools

Excel
NetSuite
Tableau

Job description

For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes.

Essential Duties and Responsibilities:

Financial & Strategic Analysis

  • Lead development and refinement of financial models, forecasts, and scenario analyses to support corporate and business unit decision-making.

  • Analyze actual financial and operational performance against budgets and forecasts; deliver actionable insights and recommendations.

  • Prepare and present executive-ready reporting packages that highlight key trends, business drivers, and opportunities for performance improvement.

Business Partnership & Decision Support

  • Collaborate with key stakeholders across departments (Operations, HR, Financeetc.) to support strategic initiatives, resource allocation, and business case development.

  • Drive initiatives that improve financial performance, operational efficiency, or customer profitability.

  • Conduct root cause analysis on business performance trends and support continuous improvement across processes and systems.

Process & Systems Improvement

  • Identify and implement enhancements to reporting processes, leveraging business intelligence tools to improve automation, accuracy, and timeliness.

  • Partner IT team to evaluate and implement financial planning software/tools that scale with business growth.

Project Leadership & Insight Delivery

  • Support cross-functional projects by defining analytical requirements, delivering insights, and helping translate findings into actions.

  • Provide mentorship and analytical support to business partners as needed.

Required:

  • Bachelor’s degree in Finance, Accounting, Economics, Business Analytics or related field (MBA or professional certification such as CFA/CPA a plus)

  • 4-5 years of experience in financial analysis, business analytics, or strategic planning roles

  • Strong financial modeling, forecasting, and data analysis skills

  • Advanced Excel skills and proficiency with financial systems (NetSuite, Adaptive, or similar)

  • Demonstrated ability to distill complex data into concise executive-level recommendations

  • Experience working cross-functionally with non-finance departments

  • Self-starter with strong communication, presentation, and interpersonal skills

Preferred:

  • Experience with business intelligence tools (e.g., Tableau, Power BI, Looker)

  • Prior exposure to FP&A in a multi-location or multi-entity business environment

  • Familiarity with budgeting and planning platforms (e.g., Anaplan, Planful)

Physical Requirements:

  • Ability to lift and carry up to 10-15 pounds

  • Ability to sit, stand and walk for prolonged periods of time throughout the workday

  • Ability to use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc.


Benefits for full time employees

  • Medical/Dental/Vision Insurance
  • TouchCare VirtualCare
  • Life Insurance
  • Health Savings Account
  • Flexible Spending Account
  • 401(k) Matching
  • Employee Assistance Program
  • PTO Plan for Non-Exempt Employees
  • Flexible PTO Plan for Exempt Employees
  • Holidays and Floating Holidays
  • Pet Insurance

TheKey is an equal opportunity employer.TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.

California Residents Only:

In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act , TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded.

#LI-TK

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