Strategic Finance & Ops Analyst

Phamily; New York (NY); Remote; USD 80,000 - 120,000; Full time

Job summary

Join Jaan Health as a Strategic Finance & Ops Analyst, where you'll work closely with leadership to enhance financial operations in a rapidly growing health-tech environment. This role offers hands-on experience in a high-growth SaaS startup and opportunities to contribute to key strategic initiatives, while advancing your career in the healthcare technology sector.

Benefits

High earning potential

Equity based on performance

Flexible vacation and remote work policy

Health insurance for employee and dependents

401K with company matching

Paid maternity leave

Qualifications

• 2 to 3 years of experience in investment banking, consulting, or finance.
• Bachelor's in Finance, Economics, BBA required; MBA preferred.
• Strong financial modeling and reporting abilities.

Responsibilities

• Oversee financial reporting, budgeting, and cash flow tracking.
• Prepare internal financial summaries and dashboards.
• Partner with Product, Ops, Growth, and Customer Success teams.

Skills

Financial reporting

Analytical problem solving

Communication

Excel skills

SQL

Entrepreneurial mindset

Education

Bachelor's Degree in Finance

Master's Degree in Finance or MBA preferred

Tools

Excel

SQL

Python

Job description

Strategic Finance & Ops Analyst - Health-tech

AI SaaS, Remote

Jaan Health’s team is growing! We’re looking for a talented Strategic Finance & Ops Analyst to join our

lean, high-impact team. In this role, you’ll work closely with the CFO and VP of Finance to manage core

financial operations, deliver insights to support decision-making, and lead cross-functional strategic

initiatives. This is a strong opportunity for someone who wants hands-on exposure to operating a highgrowth

SaaS business in the healthcare space.

Who We Are

Jaan Health is a rapidly growing healthcare technology company on a mission to transform healthcare by

powering proactive care at population scale. Our AI-powered virtual care SaaS platform, Phamily,

enables physicians and care teams to better manage patients' chronic conditions and general health

needs between visits while increasing financial sustainability for health systems and medical groups.

We've helped tens of thousands of patients since our founding. We need your help to serve even more

patients.

Who You Are

The ideal candidate will possess many of the following professional and personal abilities, attributes,

And Experiences

• Passionate about our mission and working on products that improve lives
• Deep comfort with spreadsheets, financial reporting, and operational detail
• Self-directed quick learner and analytical problem solver
• Clear, concise communicator who asks sharp questions and follows through
• Perfects every detail, but limits the number of details
• Comfortable owning workstreams independently in a small, agile team
• Interest in healthcare, software, or data-driven businesses
  
  

Key Responsibilities

• Oversee financial reporting, budgeting, forecasting, and cash flow tracking
• Prepare internal financial summaries and dashboards for leadership and stakeholders
• Utilize Excel, SQL and data analytics tools to analyze financial and operational data
• Identify and implement improvements to finance and business operations workflows
• Monitor and report on KPIs, along with insights
• Evaluate and improve operational processes to enhance efficiency
• Partner with Product, Ops, Growth and Customer Success teams to support key initiatives
• Research and identify potential growth and partnership opportunities
• Support investor or board reporting requests as needed
  
  

What Skills You’ll Need

• 2 to 3 years of experience in investment banking, consulting, startup finance or a related
  
  

field; healthcare or SaaS industry experience a plus

• Bachelor's Degree in Finance, Economics, BBA, or related field required.
• Master's Degree in Finance, Economics, MBA, or related field preferred.
• Advanced Excel skills; comfort with SQL or Python for data analysis
• Strong financial modeling, reporting, and analytical abilities
• Entrepreneurial mindset focused on solving complex challenges
• Strong communication and presentation skills
• High attention to detail with ability to prioritize what matters
• Adaptable and energized by fast-paced environments
  
  

What You Gain

• Hands-on experience operating and scaling a high-growth SaaS startup
• Direct exposure to strategic decision-making and cross-functional leadership
• Fast learning curve with opportunities to own high-impact projects
• A launchpad for future roles in startups, investing, or entrepreneurship
  
  

We’re excited to see how you can make a difference in our expanding team!

Location:

Remote, New York

Compensation & Benefits

• High Earning Potential - Competitive salary commensurate with experience
• Equity - Potential to earn equity based on performance
• Work/Life Balance - Flexible vacation and remote work policy
• Benefits - Health insurance covered for both you and dependents as well as competitive plans
  
  

for Dental/Vision and daycare FSA

• 401K - Company matching at your 6 month mark of employment
• Paid Maternity Leave
  
  

Jaan Health is an equal-opportunity employer. We recruit and hire without regard to race, national

origin, religion, gender, gender identity, sexual orientation, disability, disability, marital status, veteran

status, or age.