Senior Financial Analyst

Company Description

Established in 2013, MedTrainer is the healthtech leader accelerating compliance with a unified digital platform that optimizes workflows and streamlines education, credentialing, and documentation. Backed by Telescope Partners and Vista Equity Partners, MedTrainer helps busy healthcare professionals operate with complete visibility and enhanced organization across all compliance areas. Over 300,000 healthcare professionals across 15,000 healthcare sites in North America rely on MedTrainer to get more done in less time. Learn more at medtrainer.com.

Job Description

The Senior Financial Analyst will play a crucial role in helping the Company reach its full potential by understanding the SaaS business model and working with leaders to help pull the right levers. The ideal candidate should have a strong background in financial analyses along with solid business acumen.

Key Responsibilities:

• Own the financial and SaaS operating models. Partner with cross-functional teams (Sales, Marketing, Services, Product, etc.) to develop and refine the SaaS model. Help Finance leadership and business leaders understand the model and how to optimize the business.
• Perform financial analyses on a reoccurring basis and ad-hoc, perform high-quality financial analyses to help answer critical business decisions.
• Data. Be the owner of the single source of truth. Assist in the building and maintenance of robust systems that can accurately and timely report needed operational data.
• Board / Investor Reporting. Prepare monthly financial reports for the Board of Directors and other external parties. Own the creation of quarterly board decks. Help guide the conversation to where it is needed.
• Corporate Development (M&A). Assist the CFO and leadership team on due diligence and integration work for M&A as it occurs.
  
  

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field
• 4+ years of experience in client facing banking, consulting, Big 4 accounting, or high-growth organization.
• Strong analytical skills with proficiency in financial modeling and data analysis tools (Excel, Google Sheets preferred; ability and desire to learn basic SQL may be required).
• Excellent communication and presentation skills, with the ability to translate complex financial data into actionable insights for a non-financial audience.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
  
  

Preferred

• Experience with SaaS financial metrics and subscription models.
• Experience with financial reporting platforms specific to SaaS (e.g., Salesforce CPQ).
• Proven track record of identifying and implementing financial process improvements.
• Strong attention to detail and a commitment to accuracy.
  
  

Additional Information

All your information will be kept confidential according to EEO guidelines. Base Pay $125k with full benefits and unlimited PTO.