[Remote] Financial Analyst

Note: The job is a remote job and is open to candidates in USA. Onward is a company focused on improving wellbeing through innovative transportation solutions. They are seeking a Financial Analyst to optimize financial operations, drive strategic decisions, and ensure operational excellence by collaborating with leadership and cross-functional teams.

Responsibilities

• Develop and maintain robust financial models to support forecasting, budgeting, and strategic planning
• Analyze trends, KPIs, and operational data to identify opportunities and mitigate risks
• Partner with department leaders to create budgets, track performance, and recommend actionable improvements
• Own and manage AI workflows for end-to-end invoicing workflows, ensuring accuracy and timeliness across all customer billing processes
• Provide invoices and required reporting for grants and other specialty programs
• Collaborate with stakeholders to resolve billing issues, improve payment timelines, and maintain strong relationships with customers
• Manage and optimize provider network payment processes, ensuring timely and accurate disbursements while monitoring costs and contract compliance
• Track and reconcile outstanding invoices and payments to maintain healthy cash flow and ensure transparency
• Drive month-end and quarter-end reporting processes, ensuring timely and accurate financial results
• Identify inefficiencies in financial workflows and propose solutions to enhance productivity and scalability
• Support the implementation and optimization of financial systems and tools to manage invoicing and payments effectively
• Perform scenario analyses and what-if modeling to support pricing strategies, investment decisions, and new business opportunities
• Assist leadership in preparing materials for board meetings, investor updates, and other key presentations
• Provide financial insights to guide organizational decisions and align operations with company goals
• Develop dashboards and visualizations to communicate financial performance and key metrics to stakeholders using Power BI
• Monitor industry trends and market dynamics to contextualize financial results and projections

Skills

• You possess at least 3 years of expertise in financial analysis or FP&A
• You are a Power BI expert with advanced Excel modeling and SQL skills
• You have hands-on experience with QuickBooks, AI-driven workflow automation, and systems that facilitate complex billing and payment operations
• You have a deep understanding of SaaS financial structures and subscription pricing
• Familiarity with the unique payment nuances of PACE organizations or healthcare billing is a significant advantage
• You maintain a firm grasp of GAAP and standard reporting practices
• You bring practical experience in overseeing reconciliation processes and optimizing payment workflows and billing systems
• You have a proven ability to distill intricate data sets into strategic insights and tangible operational improvements
• You excel at working across departments, partnering effectively with operations teams and external stakeholders alike
• You approach financial data and workflow management with a meticulous eye for detail and accuracy
• You are comfortable navigating the ambiguity and speed of a rapidly evolving startup landscape
• Experience managing invoicing or payments within the healthcare or transportation sectors is highly valued, particularly within high-growth startup environments
• While not mandatory, a CPA or CFA designation is preferred

Benefits

• Stock Options
• Remote (U.S.)

Company Overview