Senior Financial Analyst

Engagedmd; United States; Remote; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Equity

Open Paid Time Off

Paid family and medical leave

Generous holidays

401(k) retirement plan

Job summary

Engagedmd is a patient journey management startup seeking a Senior Financial Analyst to translate financial data into insights that guide budgeting, forecasting, and strategic decisions. This fully remote role reports to the Chief of Staff and requires US residency.

Collaborate across teams to improve financial visibility, support growth, and streamline processes. You’ll own budgeting, quarterly forecasts, variance analysis, and month-end activities, leveraging Excel, Google Sheets, and SQL.

Qualifications

• 4+ years in corporate finance, banking, Big Four, or related finance roles.
• Strong financial modeling and analytics, with Excel/Sheets.
• SQL knowledge to query financial data.
• Experience with financial reporting, ERP systems.
• Bachelor’s degree or equivalent experience.
• Startup mindset and process-improvement focus.
• Excellent written and verbal communication in a small team.

Responsibilities

• Own the annual budgeting process, including budget development and planning.
• Manage quarterly forecasts with performance updates.
• Conduct month-end and quarterly budget-to-actual variance analysis.
• Perform ad-hoc financial analysis to support decisions.
• Assist with month-end accounting activities and journal entries.
• Identify opportunities to improve processes and reporting.

Skills

Financial modeling

Analytical skills

Written and verbal communication

Startup mindset

Values alignment

Education

Bachelor's degree or equivalent

Tools

Excel

Google Sheets

SQL

Job description

We’re the company, a Patient Journey Management solution for specialty care that helps practices improve patient experience, reduce administrative burden, and convert more patients to care, faster.

We’re looking for a Senior Financial Analyst who can translate financial data into meaningful insights that support business decisions. In this role, you’ll take ownership of key financial processes, including budgeting, forecasting, and financial analysis, helping us better understand business performance and plan for continued growth. You’ll collaborate with teams across the organization to identify trends, improve financial visibility, and support our evolving business needs. As part of a small, growing company, you'll have the opportunity to make a meaningful impact by strengthening our financial operations and helping shape how we plan for the future.

This fully remote role reports to our Chief of Staff, and candidates are required to reside in the United States. This role requires legal authorization to work in the United States. the company is unable to sponsor current H1B visa holders for this role.

What You'll Do

• Own the annual budgeting process, including budget development and planning.
• Manage quarterly financial forecasts, incorporating business performance and updated financial projections.
• Conduct monthly and quarterly budget-to-actual variance analysis, identifying key trends, discrepancies, and drivers of financial performance.
• Perform ad-hoc financial analysis to provide insights and support strategic and operational decision-making.
• Assist with month-end accounting activities, including reviewing financial results and supporting accurate financial reporting, including limited journal entry posting.
• Identify opportunities to improve financial processes, reporting efficiency, and the overall quality of financial insights provided to the business.

What You'll Bring

4+ years of experience in corporate finance, banking, Big Four accounting, or a related financial analysis or accounting role with a desire to transition to a finance oriented role.

• Strong financial modeling and analytical skills, including advanced proficiency in Excel or Google Sheets.
• Working knowledge of SQL, including the ability to query and analyze financial data.
• Experience working with financial reporting, accounting, or ERP systems.
• A startup mindset: you’re energized by process improvement, AI adoption, and growth.
• An ability to model the company’s core values and action principles.
• Superior written and verbal communication skills, with the ability to thrive in a small, fast-paced organization.
• Bachelor's degree or equivalent career experience.

It's Also Nice If You

Have experience supporting annual budgeting, financial forecasting, and budget-to-actual variance analysis.

• Have at least a passing familiarity with the fertility and/or healthcare industries.
• Have successfully worked remotely with distributed teams in the past.

What We Offer

• Competitive compensation and equity
• Medical, dental, and vision coverage heavily subsidized by the company
• Open Paid Time Off
• Paid family and medical leave
• Generous paid holidays
• 401(k) retirement savings plan

the company is an equal opportunity employer. We’re committed to diversity, equity, and inclusion. We believe our company and products are made better by the varied perspectives of our employees, each of whom we seek to empower and support in their individuality. We hire our team members on the basis of merit, qualifications, and the needs of our business in order to best achieve our mission to make life easier for the clinics and patients we serve.

About the company

the company is a Patient Journey Management solution for specialty care that helps practices improve patient experience, reduce administrative burden, and convert more patients to care, faster.

We're a mission-driven, collaborative team that values bold thinking, meaningful results, and continuous improvement. We move quickly, work together, and empower our team members to make a real impact.

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