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Finance Analyst
Daybreak Health. Build and maintain core financial models, including operating models linking revenue, clinician cost, margin, and the three financial statements .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial modeling, including operating models and driver-based revenue models, while ensuring compliance with US GAAP and accrual accounting principles. Proficient in managing the month-end close process and preparing accurate financial statements, with strong analytical skills to support budgeting and forecasting.
Highest-signal resume keywords
Financial ModelingMonth-End Close ProcessUS GAAP KnowledgeAdvanced Excel SkillsAccounting System Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingBudgetingForecastingVariance AnalysisAccount ReconciliationJournal EntriesFlux AnalysisDriver-Based Revenue ModelsKPI AnalysisRevenue Recognition
Soft Skills
Clear CommunicationDetail-OrientedOrganizational SkillsDeadline ManagementIndependent Work
Tools & Technologies
ExcelGoogle SheetsQuickBooksNetSuiteBI ToolsAI Tools
Certifications & Qualifications
CPACPA Candidacy
Industry Keywords
FP&AStrategic FinanceRevenue CycleHealthcareInsurance BillingASC 606K-12 ContractsInvestor ReportingTax FilingsAudit
Tech Stack
Tools & technologiesFluxGo
About the role
Key responsibilities & impact- Build and maintain core financial models, including operating models linking revenue, clinician cost, margin, and the three financial statements
- Develop driver-based revenue and margin models covering contract pricing, clinician capacity and utilization, payer mix, and state-level economics
- Own the annual budget and rolling forecast process
- Run scenario and sensitivity analyses and model new districts, markets, payer contracts, and major investments
- Support board and investor reporting with accurate, documented model outputs
- Run the month-end close process end to end, including close calendars, journal entries, accruals, reconciliations, and close packages
- Prepare monthly financial statements and explain changes and variances
- Improve close processes through documentation, controls, and automation
- Support revenue recognition for district contracts and insurance reimbursement
- Track accounts receivable and reconcile billing-system balances to the general ledger
- Partner with Revenue Cycle, Operations, Clinical, and Go-to-Market teams on billing, revenue, cost, and margin analysis
- Perform budget-to-actual, variance, unit economics, KPI, and recurring report analysis
- Use BI tools, AI-assisted analysis, and Excel to support decision-making
- Prepare audit, tax, and diligence schedules and support accounting policies and internal controls
Requirements
What you’ll need- Bachelor’s degree in accounting, or a degree in finance or a related field with substantial accounting coursework. Candidates without an accounting degree should have significant hands-on accounting experience.
- 2–4 years of accounting or finance experience, including hands-on responsibility for month-end close activities and exposure to budgeting, forecasting, or financial planning
- Demonstrated financial modeling experience, including building or significantly maintaining operating models, budgets, forecasts, or driver-based revenue models
- Strong working knowledge of US GAAP and accrual accounting, including journal entries, account reconciliations, and flux analysis
- Advanced Excel or Google Sheets skills, including lookups, conditional aggregation, and well-structured, auditable models
- Hands-on experience with a modern GL/accounting system such as QuickBooks, NetSuite, or similar
- Clear written and verbal communication for explaining results to non-finance colleagues
- Organized, detail-oriented, and able to meet deadlines and manage competing priorities independently in a remote setting
- CPA or CPA candidacy is nice to have
- Experience in FP&A, strategic finance, business partnering, startup or high-growth companies, healthcare, health tech, revenue cycle, insurance billing, K-12 contracts, ASC 606 revenue recognition, AR, planning tools, dashboarding/BI tools, AI tools, audits, tax filings, or investor reporting is nice to have
Benefits
Comp & perks- Strong competitive equity
- Medical, dental, and vision coverage, with Daybreak covering a significant share of premiums for employees and dependents
- Flexible unlimited time off and company holidays
- Quarterly mental health days
- Fully remote work from anywhere in the United States