
Strategic Financial Operations Specialist
21 hours ago
Financial Business Analyst Role:
Seeking a skilled and detail-oriented Financial Business Analyst to drive financial insights, identify gaps and inefficiencies, and develop strategies for sustainable growth. This role requires strong financial modeling and analytical skills, with a background in SaaS and/or health-tech industries.
The ideal candidate will partner with leadership and cross-functional teams to deliver financial analysis, develop strategic recommendations, and implement process improvements that drive operational efficiency and scalability.
Responsibilities- Conduct in-depth financial analysis, including modeling, budgeting, forecasting, variance analysis, and ROI assessments.
- Evaluate and analyze business and financial operations to identify risks, gaps, and opportunities for efficiency and growth.
- Develop, monitor, and interpret financial and operational performance metrics, KPIs, and dashboards.
- Partner with leadership to design and implement process improvements that drive financial and operational scalability.
- Support strategic decision-making by assessing the financial impact of business initiatives across Product, Sales, and Operations.
- Research industry trends, benchmarks, and best practices in SaaS and health-tech to inform financial and business recommendations.
- Prepare clear, concise financial reports and presentations that communicate actionable insights to stakeholders.
- Ensure compliance with financial standards, policies, and internal controls.
- Bachelor's degree in Finance, Business Administration, Economics, or a related field (MBA or advanced degree preferred).
- Minimum of 5 years of experience as a Financial Analyst, Business Analyst, or in a hybrid role combining both.
- Proven ability to perform financial modeling, budgeting, forecasting, and reporting at a high level.
- Experience analyzing and improving business processes, with a strong understanding of operational inefficiencies.
- Background in SaaS or health-tech industries preferred.
- Proficiency with BI and data visualization tools (e.g., Power BI, Tableau, Looker).
- Advanced skills in Excel, with experience in accounting/finance platforms such as QuickBooks, Xero, and SQL-based analysis.
- Strong communication skills, with the ability to present complex financial information to non-financial stakeholders.
- Critical thinker and problem-solver who thrives in a fast-paced, evolving environment.
This is an independent contractor position, requiring flexibility and adaptability.
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