Financial Analyst

Summary

Join Koala Health's finance team as an experienced Financial Analyst, reporting to the CFO. You will oversee financial analysis and reporting, support monthly financial close activities, assist with annual budgeting and forecasting, and contribute to overall controllership. You'll partner with operational teams, aligning financial insights with strategic priorities and providing recommendations to senior leadership. This role requires strong analytical skills, experience with ERP systems and business intelligence tools, and excellent communication abilities. The ideal candidate will have a Bachelor's degree in a related field and at least two years of relevant experience. The position offers the opportunity to work in a fast-paced, remote environment.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or a related analytical field, or equivalent combination of education and experience
• At least 2 years of experience in financial analysis, business partnering, or financial planning & analysis (FP&A)
• Experience in budget, forecasting, and reporting cycles
• Demonstrated ability to translate complex data into actionable insights for both finance and non-finance leaders
• Proven record of driving process improvements and building automation within finance or business operations
• Hands-on experience with ERP systems (e.g., Oracle, SAP, NetSuite, or similar)
• Proficiency in Looker or comparable business intelligence platforms
• Strong Microsoft Excel skills and comfort working with large datasets
• Excellent communication skills, both written and oral, and the ability to influence and partner across functions
• Ability to multitask, prioritize workloads, and work independently in a remote, fast-paced environment
• Comfortable with ambiguity and rapid change, and demonstrated ability to self-motivate

Responsibilities

• Serve as a business partner to various operational teams, delivering financial insights to support strategic priorities and decision-making
• Support the monthly financial close process in collaboration with accounting and other cross-functional teams
• Support the preparation, analysis, and review of monthly, quarterly, and annual financial reports, and participate in key meetings (i.e. MBRs, QBRs)
• Support quarterly, annual, and multi-year budgeting and forecasting processes
• Support key operational meetings (i.e. weekly metrics)
• Analyze financial variances and proactively communicate key business drivers to senior management
• Provide deep-dive analytical support to operational and project teams on business performance, cost structure improvements, and new initiatives
• Develop advanced reports using tools like Looker, ERP systems to drive business improvement and efficiency
• Identify and implement opportunities for process improvements, automation, and standardization across finance and business systems
• Ensure compliance with established controls and support the development of scalable processes suitable for rapid growth
• Produce ad hoc business analyses and present actionable recommendations to the CFO and executive team

Preferred Qualifications

• Advanced degree (MBA or MS in a quantitative field) is a plus
• Experience with SQL or similar data query tools
• Prior exposure to process automation, or advanced reporting tools
• Experience in a high-growth, tech-enabled environment or in the healthcare, e-commerce, or pet health sectors