HealthJoy is hiring a
Financial Analyst

Summary

The job is for a Financial Analyst at HealthJoy, a remote-first company offering healthcare benefits simplification services. The role involves preparing monthly financial reports, supporting the annual planning and budgeting process, maintaining long-range financial models, working collaboratively with business stakeholders, monitoring key performance indicators, assisting with board and investor materials, and leading ad hoc financial projects.

Requirements

• 2+ years of relevant experience, including financial, analytical and/or other related business field
• Bachelor’s degree in Finance, Accounting, Economics or business required
• Expert modeling and Excel skills are an absolute must-have
• Familiarity with GAAP accounting required; CFA or CPA a plus
• Proficiency in Google Sheets, Slides, and Docs
• Data savvy with a strong attention to detail and accuracy; SQL skills and experience working with large datasets a plus

Responsibilities

• Assist with the preparation of monthly financial reporting for internal and external stakeholders
• Support the annual planning and budgeting process and subsequent forecast updates
• Maintain long-range financial model to assist with business strategic planning and long-term goals
• Work collaboratively with business stakeholders to gather planning inputs, track performance, and drive expense management
• Monitor key performance indicators, highlighting trends and analyzing causes of unexpected variance
• Assist with preparation of board and investor materials
• Lead ad hoc financial projects, such as profitability, ROI, and buy vs. build analysis; summarize findings and provide recommendations

Benefits

• Medical, Dental and vision insurance packages
• HSA contribution match
• Stock options for eligible roles
• 401k match
• Paid parental leave
• Company sponsored Short Term and Long Term Disability coverage
• Flexible PTO