Senior Analyst, Strategic Finance

Ophelia

. Support monthly close, financial reporting, cash and treasury management, internal ROI analysis, and annual planning .

Posted 11/4/2026full-timeRemote • United StatesSenior💰 $125,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis (FP&A), including monthly close processes, financial reporting, and budget management. Proficient in advanced Excel and financial modeling, with strong stakeholder management and communication skills.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Monthly Close ManagementAdvanced Excel SkillsStakeholder ManagementHealthcare Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingBudget ManagementInternal ROI AnalysisAccrual AccountingFinancial Modeling

Soft Skills

Stellar CommunicationData-Backed Decision Making

Tools & Technologies

NetsuiteClaude & Claude For ExcelBusiness Intelligence (BI) Tools

Industry Keywords

Digital HealthcareMulti-State OperationsRegulated EnvironmentClaims-Based Revenue

About the role

Key responsibilities & impact

Support monthly close, financial reporting, cash and treasury management, internal ROI analysis, and annual planning
Own recurring components of the monthly close and work alongside the external accounting partner to hold the close calendar
Draft monthly reporting packages covering total-company and state-level P&Ls, variable unit economics, and leadership financials
Build and maintain department- and state-level budget-versus-actual reporting
Work with budget owners to explain variances and raise issues early
Prepare external financial deliverables, including board and lender materials
Support annual planning and reforecast cycles by collecting and consolidating expense budgets
Run ad hoc internal ROI analyses with business partners to support company decision-making
Collaborate cross-functionally with Operations, Technology, Marketing, and People leadership

Requirements

What you’ll need

3+ years of experience in FP&A, accounting, or a comparable analytical finance role; track record of owning monthly close and reporting cycles
Strong accounting foundation, including accrual concepts and how entries flow through the income statement, balance sheet, and cash flow statement
Advanced Excel and financial modeling skills
Stellar communications and stakeholder management; able to create strong data-backed points of view
Experience in healthcare (ideally digital healthcare), multi-state operations, another regulated environment, or exposure to claims-based revenue
Passion for making evidence-based addiction treatment universally accessible
Direct experience with Netsuite, Claude & Claude for Excel, or a BI tool such as Lightdash is a plus

Benefits

Comp & perks

Competitive medical, vision, and health insurance (many plans are fully covered for the employee!)
Start with 20 days (4 weeks) of PTO, increasing to 5 weeks after 2 years and 6 weeks after 5 years of tenure
10 company holidays
Work From Home Stipend
401k Contribution Platform
Additional benefits offered through our benefits provider such as life insurance, short and long term disability, financial wellness, virtual primary care, among others!