Lead Analyst, FP&A

Summary

Join Linus Health, a Boston-based digital health company, as their Lead Analyst - FP&A. Reporting to the VP of Finance, you will be a key player in financial planning, forecasting, and analysis, supporting the company's strategic growth. This role requires building financial models, analyzing large datasets, and communicating insights to drive strategic decisions. The team is small and dynamic, requiring flexibility and adaptability. Linus Health offers a mission-driven environment, unlimited PTO, a monthly flex day, peer recognition, referral incentives, and a robust healthcare package.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 5-7+ years of experience in a mix of analytical and financial planning & analysis capacity
• Prior or current experience in a high-growth or early staged start-up where the team was small and resources were limited
• Effective understanding of financial modeling, forecasting, and variance analysis
• Proficient in financial systems, including Netsuite, and well-versed in reporting tools such as Excel (advanced modeling skills), Tableau, and others
• Proficiency in data analysis
• Effective analytical and problem-solving skills
• General understanding of basic accounting principles

Responsibilities

• Lead the financial planning process, including annual budgets, quarterly forecasts, and long-term financial projections
• Develop and maintain financial models to assess business performance, forecast revenue, costs, etc
• Provide timely and accurate financial analysis to key stakeholders, including variance analysis and commentary on financial results
• Collaborate with department heads to track operational performance, identify key drivers, and support business decisions
• Ensure effective management of financial KPIs and develop dashboards to track progress and inform strategic goals
• Build and refine reports that track business performance, operational efficiency, and profitability
• Analyze and interpret complex financial data, market trends, and operational performance metrics to provide actionable insights
• Work with cross-functional teams (Sales, CS, etc) to identify key metrics and improve reporting standards
• Enhance financial systems, reporting tools, and processes to improve efficiency and accuracy
• Continuously evaluate and implement best practices in financial modeling and business analytics
• Actively contribute to building a scalable finance function to support the company's growth
• Partner with the Accounting function to provide financial analytics and insights

Preferred Qualifications

• Experience within healthcare specifically Healthcare IT / SaaS and/or digital health
• MS Degree

Benefits

• Unlimited PTO — We know this can work both ways, however our leadership team does an excellent job at encouraging people to take PTO
• A sincere and deep appreciation for the importance of mental health. We have a “monthly flex day” where employees are encouraged to take time away from work to rest, recharge & reset
• A peer-to-peer recognition program: Celebrating our employees hard work and success is in our DNA!
• Employee Referral Incentive program
• A robust healthcare package that includes medical, dental & vision benefits as well as a 401(K) program with a company match