Senior Financial Analyst

Summary

Join Linus Health, a rapidly growing digital health company, as a Finance Analyst. This role requires strong analytical and financial modeling skills, experience in investment banking or private equity, and a passion for operational efficiency. You will support M&A transactions, fundraising efforts, and financial planning, while also improving financial systems and processes. The ideal candidate possesses a Bachelor's degree in a relevant field and 5-7+ years of experience in analytical and financial planning & analysis. The position offers a competitive salary, bonus, and equity.

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
• 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

• Support the financial aspects of M&A transactions, including financial modeling, due diligence, valuation analysis, and integration planning to ensure informed decision-making and seamless execution
• Assist in fundraising efforts by preparing financial models, investor materials, and due diligence analyses, while actively managing cash flow forecasting and liquidity planning to optimize capital efficiency
• 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
• 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
• 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 with transactions, M&A, and fundraising

Benefits

• The base salary budgeted for this position is in the $125,000-150,000 range per year
• This position will include an annual discretionary target bonus(based on individual and company performance) as well as equity