Senior Financial Analyst

Summary

Join Smile Digital Health, a leading health data platform company, as a Senior Financial Analyst. You will provide data-driven insights and financial guidance to drive innovation and scale our mission of transforming healthcare through technology. This role involves collaborating with cross-functional teams, including Revenue Operations, Sales, and Engineering, to shape financial planning and influence key decisions impacting business performance. You will be responsible for budgeting, forecasting, and long-range planning, building financial models, analyzing operating metrics, and presenting financial reports to stakeholders. The ideal candidate possesses strong analytical and communication skills, experience with financial modeling and software, and a proven ability to synthesize complex data into actionable insights. Smile Digital Health offers a remote work environment, flexible time off, competitive salary and benefits, and professional development opportunities.

Requirements

• 5+ years of progressive experience in financial analysis, FP&A, or related roles
• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA is a plus)
• Prior work experience in a SaaS Startup required
• Experience in creating Three- Statement Financial Models required
• Strong analytical, problem-solving, and communication skills
• Proven ability to synthesize complex data into actionable insights
• Highly organized and detail-oriented with the ability to manage multiple priorities
• Strong ability to adapt to changing needs and priorities

Responsibilities

• Drive the budgeting, forecasting, and long-range planning processes across the organization
• Build and maintain dynamic financial models that support scenario planning, pricing strategy, and resource allocation
• Analyze operating metrics and KPIs specific to the health tech industry (e.g., CAC, LTV)
• Provide monthly variance analysis (actuals vs. forecast/budget) with actionable insights for senior leadership
• Present financial reports, dashboards, and executive summaries to internal stakeholders and executive leadership
• Enhance and automate FP&A processes, reports, and tools to improve forecasting accuracy and efficiency
• Collaborate with Accounting on month-end close and ensure financial data integrity
• Help maintain and build out Monthly reporting and Forecasting in our Financial Planning Software (Datarails)
• Comply with the privacy, security and confidentiality policies

Preferred Qualifications

Advanced Excel and financial modeling skills; experience with ERP systems (e.g., NetSuite, SAP, Oracle) and Financial Planning Software (Datarails, Adaptive, Anaplan) preferred

Benefits

• Remote Work Environment
• Flexible Time Away From Work Policy including PTO, Personal and Sick Days
• Competitive Salary and Health/Medical Benefits
• RRSP/TFSA/401K Employee Contribution
• Life and Disability
• Employee Assistance Program
• FHIR Study Program and Skillsoft Learning
• Super HAPI Fun Club