Senior Financial Analyst

Heartbeat Health is a fast-growing healthtech company on a mission to transform cardiovascular care through technology, data, and innovative care models. We are building a team of passionate, versatile professionals who thrive in fast-paced, collaborative environments and are motivated by improving healthcare at scale.

We are seeking a highly analytical, self-directed Senior Financial Analyst to join our Finance team. This is a high-impact, individual contributor role for an autonomous thinker who can translate complex financial, operational, and healthcare data into actionable insights for leadership.

The ideal candidate will identify the right business questions, structure ambiguous analyses, and make clear recommendations that drive performance. As an individual contributor on a lean team, you will seamlessly balance this high-level strategic support with the routine data tasks required to keep our models accurate.

We highly value professionals who responsibly leverage AI tools to accelerate analysis, automate repetitive workflows, and enhance reporting efficiency, all while maintaining pristine data integrity and rigorous human judgment.

Key Responsibilities

Financial Planning & Analysis (FP&A)

• Modeling & Forecasting: Build, maintain, and enhance financial models for revenue, expenses, provider compensation, margins, cash flow, deal pricing and scenario planning; support annual budgeting and quarterly forecasting.

• Executive & Unit Economics Reporting: Prepare monthly/quarterly financial packages, including variance analysis, KPI tracking, unit economics performance, and executive commentary against budget and operational benchmarks.

• Business Partnership: Partner with department leaders to manage budgets, analyze costs, allocate resources, and independently investigate operational variances to recommend corrective actions.

Healthcare Data Analytics & Decision Support

• Data Manipulation & Synthesis: Clean, reconcile, and process large volumes of disparate financial, operational, claims, and patient data using advanced Excel/Google Sheets and BI tools to uncover trends and performance drivers.

• Healthcare Revenue Analysis: Evaluate key healthcare drivers, including reimbursement trends, CMS allowables, wRVUs, provider productivity, and revenue cycle metrics.

• Strategic Insights & Dashboards: Translate ambiguous business questions into structured analytical frameworks and clean reporting dashboards. Assess the financial impact of patient growth, provider mix, and care model performance.

• AI-Enabled Automation: Responsibly utilize AI and modern automation tools to streamline repeatable finance tasks, accelerate complex calculations, and build scalable reporting workflows.

Accounting & Process Improvement

• Month-End Support: Partner with Accounting on the monthly close process, GAAP-compliant reporting, accruals, revenue/expense analysis, and internal controls.Support conversion and implementation of new ERP system.

• Operational Finance: Assist with accounts payable, accounts receivable, and provider payment processes as needed while maintaining meticulous model documentation.

Required Experience & Education

• Education: Bachelor’s degree in Finance, Accounting, Economics, Business, Healthcare Administration, Data Analytics, or a related field.

• Experience: 4-8+ years of relevant experience in FP&A, strategic finance, healthcare finance, corporate accounting, transaction advisory, or investment banking.

• Industry Knowledge: Solid grasp of healthcare finance concepts (e.g., CMS allowables, wRVUs, provider productivity) and core GAAP principles.

• Technical Mastery: Advanced Excel/Google Sheets skills (complex formulas, scenario modeling, sensitivity analysis, data cleansing) with a proven track record of handling large datasets.

• Tech-Forward Mindset: Comfort using modern AI productivity tools to enhance analysis and documentation while maintaining strict quality control.

Preferred Experience (Nice to Have)

• Background: Prior experience within health systems, provider groups, MSOs, digital health startups, or Big 4 accounting (audit or transaction advisory).

• Systems & Data Tools: Experience with NetSuite or Sage; familiarity with SQL, Python, Power Query, or VBA.

• BI & Visualization: Experience using Looker or Tableau.

• Credentials: MBA, CPA, CFA, MHA, or MPH.

• Mission-Driven Impact: Be part of a team improving cardiovascular care at scale.

• High Autonomy: Work in a fast-moving, remote environment with significant ownership over your domain.

• Cross-Functional Exposure: Gain visibility across finance, operations, clinical care models, and cutting-edge AI financial workflows.

• Professional Growth: Help build the foundation of a scaling healthtech company alongside a supportive, driven leadership team.

Heartbeat Health is an equal opportunity employer and values diversity. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status under applicable law.