Related skills
forecasting data analysis financial modeling google sheets ai📋 Description
- Lead annual budgeting and quarterly forecasting across the org
- Own monthly financial reporting packages, board materials, and KPIs
- Drive fundraising and investor relations with CEO and Head of Finance
- Collaborate with department heads to address financial requirements
- Partner with sales & marketing to analyze pipeline, win rates, pricing
- Improve KPI dashboards to monitor organizational performance
🎯 Requirements
- Bachelor's in finance, accounting or related field
- 4-7 years in high-growth, IB, or consulting
- Financial modeling in Excel/Google Sheets; GAAP knowledge
- AI-first mindset to scale impact and automate workflows
- Data analysis and synthesizing results
- Strategic thinking with data-driven recommendations
- Self-starter with agility; automate financial operations
🎁 Benefits
- Remote-friendly with Bay Area in-office collaboration
- Occasional travel to headquarters for events
- Mission-driven culture focused on healthcare impact
- Competitive compensation with equity component
- Collaborative, high-growth environment with strong teammates
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