Senior Financial Analyst, FP&A

TouchCare; Stamford (CT); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits package

Opportunity to shape company culture

Job summary

TouchCare is hiring a Financial Analyst, FP&A, in Stamford, CT. This role requires 2–5+ years in finance or FP&A, strong financial modeling skills, and the ability to work cross-functionally. Responsibilities include financial planning, budgeting, and tracking KPIs. Candidates with healthcare or SaaS experience are preferred. TouchCare offers a competitive salary, flexible benefits, and the chance to impact thousands of employees' financial wellness. Join a collaborative team focused on growth and strategic leadership.

Qualifications

• 2–5+ years of experience in FP&A, finance, consulting, or related field.
• Strong financial modeling and analytical skills (advanced Excel required).
• Comfortable in a fast-paced, evolving environment.

Responsibilities

• Support annual budgeting, quarterly forecasting, and long-range planning.
• Build and maintain financial models related to revenue, headcount, and operating expenses.
• Prepare monthly and quarterly reporting packages for leadership.

Skills

Financial modeling

Analytical skills

Communication

Organization

Proactivity

Tools

Excel

NetSuite

Salesforce

BI platforms

Job description

About TouchCare

TouchCare is a healthcare concierge service dedicated to simplifying the complexities of health insurance and the healthcare system. By assigning each member a personal assistant, TouchCare helps resolve billing issues, coordinate with providers, and save individuals time and money. Committed to providing a healthier understanding of healthcare, TouchCare makes navigating healthcare more convenient and stress‑free for its users.

The Role

We are seeking a highly analytical and detail‑oriented Financial Analyst, FP&A to support financial planning, forecasting, and business insights across the organization. This role will partner closely with leadership and cross‑functional teams to help drive data‑driven decisions and provide visibility into company performance. This is an ideal opportunity for someone who wants to grow within a high‑growth environment and gain exposure to both strategic finance and operational decision‑making.

What You’ll Do

• Financial Planning & Forecasting
• Support annual budgeting, quarterly forecasting, and long‑range planning
• Build and maintain financial models related to revenue, headcount, and operating expenses
• Track and analyze key financial and operational KPIs

Business Partnering & Analysis

• Partner with Sales, Marketing, Operations, and Finance teams to support business decisions
• Analyze performance trends and provide insights on variances vs. plan
• Assist in evaluating new initiatives, investments, and growth opportunities

Reporting & Insights

• Prepare monthly and quarterly reporting packages for leadership
• Build dashboards and reports to track performance across the business
• Translate data into clear, actionable insights

Process & Systems

• Support development and improvement of FP&A processes and reporting tools
• Assist with implementation and optimization of financial systems
• Help ensure data accuracy and consistency across reporting

Who You Are

• 2–5+ years of experience in FP&A, finance, consulting, or related field
• Strong financial modeling and analytical skills (advanced Excel required)
• Ability to work cross‑functionally and communicate insights clearly
• Highly organized, detail‑oriented, and proactive
• Comfortable in a fast‑paced, evolving environment

Nice to Have

• Experience in healthcare, benefits, or subscription‑based business models
• Exposure to SaaS metrics (CAC, LTV, pipeline, revenue forecasting)
• Experience with tools like NetSuite, Salesforce, or BI platforms

What We Offer

• Competitive base salary commensurate with experience
• Opportunity to build and shape company culture from day one
• Direct impact on improving financial wellness for thousands of employees
• Flexible benefits package

Why Join Us

• Impactful Growth: Lead the expansion of specialized services that provide critical support to members during complex life events.
• Collaborative Environment: Work closely with a supportive team across Sales, Client Success, Product, and Marketing.
• Strategic Leadership: Shape the go‑to‑market strategy and future evolution of TouchCare’s specialized portfolio.

Location

This position will be in‑person, 5 days a week in the Stamford office.