Senior Financial Analyst I

About the role

You will partner closely with Go-To-Market and Commercial leaders to own unit economics, channel ROI, and growth investment decisions for the highest-priority workstreams in Strategic Finance. You will own the monthly close and re-forecast process for GTM cost centers while building relationships with accounting and sales stakeholders. Over time, you will rotate into other areas of Strategic Finance, including investor relations support, and you will begin contributing to adjacent workstreams that shape the public markets narrative. You will audit existing reports and dashboards to identify quick wins for automation and standardization, and you will deliver an automated reporting suite that gives leadership real-time visibility into GTM performance metrics. You will conduct deep-dive analyses on unit economics for new deals and new offerings to inform investment decisions and recommend solutions for the biggest commercial and capital markets questions facing a market-leading digital health company.

Key facts

What you'll do

• Build relationships with accounting and sales stakeholders; own the monthly close and re-forecast process for GTM cost centers.
• Audit existing reports and dashboards, identifying quick wins for automation and standardization that support effective analysis.
• Deliver an automated reporting suite that gives leadership real-time visibility into GTM performance metrics (CAC, retention, engagement).
• Conduct deep-dive analyses on unit economics for new deals and new offerings to inform investment decisions.
• Begin contributing to adjacent Strategic Finance workstreams as priorities shift, including ad-hoc analyses that support Investor Relations and the public markets narrative.
• Use data to synthesize insights and present findings to leadership and cross-functional partners with clarity and impact.
• Question the status quo and think big to turn financial insights into action even when resources are lean.
• Partner cross-functionally with low ego and high impact to drive decisions that scale the business and optimize performance.

Requirements

• 3+ years of experience in strategic finance, FP&A, investment banking, transaction advisory or equity research.
• Strong financial modeling skills in Excel or Google Sheets, with a solid understanding of corporate finance principles (forecasting, variance analysis, business modeling).
• Excellent communication skills - ability to synthesize and present insights to leadership and cross-functional partners.
• Detail-oriented and organized, with the ability to manage multiple workstreams independently.
• Adaptable: You ramp quickly into new domains, thrive when priorities shift, and treat scope changes as opportunities rather than disruptions.
• A "Learn-it-all": You don't have all the answers, but you bring intellectual curiosity, a bias toward finding the truth in the data, and a willingness to challenge assumptions.
• A Hustler: You think big, question the status quo, and find creative ways to turn financial insights into action - even with lean resources.
• A Trust Builder: You communicate complex financial concepts clearly to both technical and non-technical audiences, and you partner cross-functionally with low ego and high impact.
• Accountable: You own your deliverables, act decisively, and thrive with autonomy in a fast-paced environment.

Nice to have

• Experience business partnering with S&M and other functions at high-growth tech, healthcare, or B2B2C businesses.
• Passion for using AI to boost team efficiency, financial analytics and accuracy.
• Prior experience with SFDC, Adaptive Planning, Mode Analytics, and/or SQL.
• High interpersonal intelligence with an aptitude for listening, building relationships, and influencing stakeholders.

Practical notes

• Hybrid role requiring in-office presence 3 days per week for the full 8 hours of a typical business day in the San Francisco office.
• The San Francisco office is a dog-friendly workplace.
• Inclusive healthcare and benefits include comprehensive medical, dental, and vision coverage, with additional support for gender-affirming care, family and fertility planning tools, and travel reimbursements if healthcare is not available locally.
• Retirement planning support is available through traditional or Roth 401k options.
• This job description is intended to describe the general nature and level of work performed by employees and is not an exhaustive list of all responsibilities or requirements.