Senior Financial Analyst: Remote Budgeting & Forecasting

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

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.