Senior Financial Analyst

Codex; New York (NY); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Pre-IPO equity

Medical coverage

Dental coverage

Vision coverage

Flexible PTO

Holidays: 10

401(k) match

Parental leave

Job summary

Codex is seeking a Senior Financial Analyst in New York to bring structure, insights, and financial clarity to a rapidly growing healthcare business. You will manage budgets, forecast performance, and analyze revenue and cost drivers to support decision-making across commercial and clinical operations.

The role emphasizes rigorous financial analysis, scalable FP&A processes, and collaboration with cross-functional leaders to shape capital and investment decisions, offering meaningful equity and

Qualifications

• 2-4 years of experience in financial analysis, FP&A, investment banking, or a related role.
• Strong financial modeling and analytical skills with advanced Excel/Sheets proficiency.
• Working knowledge of SQL and BI tools (Looker, BigQuery).
• Experience with dimensional modeling in FP&A platforms (Pigment, Adaptive, Cube, Mosaic).
• Ability to translate messy data into clear financial conclusions.

Responsibilities

• Build scalable financial processes across FP&A and business analytics.
• Own analysis of patient engagement, visit economics, and reimbursement trends.
• Collaborate with cross-functional leaders to shape capital and investment decisions.
• Drive budgeting, forecasting, and variance analysis with operational discipline.
• Provide financial analysis to evaluate commercial deals and partnerships.
• Surface risks and opportunities through deep dives into partner performance and visit economics.
• Prepare materials for leadership and Board-level financial reviews.

Skills

Financial analysis

FP&A

SQL

Excel

Forecasting

Budgeting

Dimensional modeling

Tools

Looker

BigQuery

Pigment

Adaptive

Cube

Mosaic

Job description

We’re looking for a Senior Financial Analyst to bring structure, insights, and financial clarity to our rapidly growing business.

This role is perfect for a proactive, detail-oriented analyst who thrives on rigorous financial analysis. You’ll manage budgets, forecast performance, analyze revenue and cost drivers, and support decision-making across critical areas, such as commercial and clinical operations.

If you're looking to apply your finance skills to meaningful work in a high-growth healthcare company, we’d love to meet you.

What you will do:

• Building out scalable financial processes across FP&A and business analytics
• Owning analysis of key metrics like patient engagement, visit economics, and reimbursement trends
• Working directly with cross-functional leaders to shape capital and investment decisions
• Drive operational discipline through accurate budgeting, forecasting, and variance analysis
• Provide financial analysis to evaluate commercial deals and partnerships
• Surface risks and opportunities through deep dives into partner performance and visit economics
• Help prepare materials for leadership and Board-level financial reviews

What you have done:

• 2-4 years of experience in financial analysis, FP&A, investment banking, or a related role
• Strong financial modeling and analytical skills, with advanced proficiency in spreadsheets (Excel or Google Sheets), including managing complex logic and advanced functions
• Working knowledge of SQL and BI tools (e.g., Looker, BigQuery)
• Experience with dimensional modeling in FP&A platform (e.g., Pigment, Adaptive, Cube, Mosaic)
• Ability to translate messy data into clear financial conclusions

What We Offer

• Meaningful pre-IPO equity
• Medical, dental, and vision plans 100% paid for you and your dependents
• Flexible PTO + 10 paid holidays per year
• 401(k) with match
• 16-week parental leave policy for birthing parent, 8 weeks for all other parents