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MediSpend

Financial Analyst

MediSpend

. Support annual budgeting and periodic forecasting processes, including gathering assumptions, preparing financial models, consolidating inputs, and analyzing results .

Posted 9/21/2026full-timeRemote • United StatesJuniorMid-Level💰 $65,000 - $85,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and variance analysis, while maintaining high attention to detail and data integrity. Proficient in financial modeling and effective communication of financial insights to diverse stakeholders.

Highest-signal resume keywords
Financial ModelingBudgetingForecastingVariance AnalysisMicrosoft Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Financial AnalysisKPI AnalysisData Accuracy MonitoringScenario ModelingContract Management
Soft Skills
Analytical SkillsProblem-SolvingEffective CommunicationCollaborationOrganizational Skills
Tools & Technologies
ERP PlatformsNetsuiteBusiness Intelligence ApplicationsFinancial Planning Tools
Industry Keywords
FP&ACorporate FinanceSaaSHigh-Growth EnvironmentFinancial Reporting

Tech Stack

Tools & technologies
ERP

About the role

Key responsibilities & impact
  • Support annual budgeting and periodic forecasting processes, including gathering assumptions, preparing financial models, consolidating inputs, and analyzing results
  • Prepare monthly budget-to-actual and period-over-period analyses
  • Analyze revenue, expenses, headcount, operating results, and other key financial and business metrics to identify trends, risks, opportunities, and areas requiring further review
  • Develop and maintain financial models, schedules, dashboards, and reports for financial planning and business decision-making
  • Partner with department leaders to review financial performance, understand variances, monitor spending, and support departmental planning and forecasting
  • Assist with company-wide KPI analysis and management reporting
  • Perform ad hoc financial analysis and scenario modeling for business initiatives, investments, operational changes, and strategic decisions
  • Support cash flow forecasting and other financial planning activities
  • Assist in tracking sales bookings, renewals, and contraction data
  • Support Finance and Accounting teams with contract management
  • Monitor financial and operational data accuracy and consistency and resolve data quality issues with stakeholders
  • Improve financial reporting, forecasting, modeling, and analytical processes through efficiency, standardization, and automation
  • Support Finance leadership with presentations, analyses, and materials for executive leadership and key stakeholders
  • Maintain confidentiality and appropriately handle sensitive company and financial information
  • Perform other duties and special projects as assigned

Requirements

What you’ll need
  • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
  • 2–5 years of relevant experience in FP&A, corporate finance, financial analysis, accounting, or a related field
  • Strong proficiency in Microsoft Excel and financial modeling
  • Experience with budgeting, forecasting, variance analysis, and financial reporting
  • Working knowledge of financial statements and fundamental accounting concepts
  • Experience with financial systems, ERP platforms (Netsuite), planning tools, and/or business intelligence applications
  • Experience in a SaaS, technology, or high-growth environment preferred
  • Strong analytical and problem-solving skills with the ability to interpret financial data and identify trends and insights
  • High attention to detail and commitment to accuracy and data integrity
  • Strong business and financial acumen
  • Effective written and verbal communication skills, including the ability to communicate financial information to non-finance stakeholders
  • Ability to collaborate effectively across departments and levels of the organization
  • Strong organizational skills with the ability to manage multiple priorities and meet deadlines
  • Sound judgment and discretion when handling confidential information
  • Reliable high-speed internet access suitable for professional remote work
  • Ability to maintain a safe, ergonomic, and confidential workspace
  • Ability to perform occasional light physical activity, including lifting materials or equipment up to 20 pounds

Benefits

Comp & perks
  • Merit-based compensation – Competitive base salary plus bonus
  • Work from anywhere – Roles are open to candidates located anywhere in the US (United States)
  • Unlimited PTO (Paid Time Off), including Paid Holidays and Sick Leave
  • 401k+ Match
  • Comprehensive health, dental, and vision insurance
  • Paid Parental Leave
  • Health and wellness perks including life & disability insurance, healthcare funding options like FSAs (Flexible Spending Accounts) and HSAs (Health Savings Account), Dependent Care, an EAP (Employee Assistance Program) program, discounts, Learning and Development