Senior Financial Analyst

Senior Financial Analyst – Homecare Homebase

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. This position is a key contributor to the company’s finance transformation as it transitions to a modern SaaS business model.

The Senior Financial Analyst reports to the Director of FP&A and supports the evolution of forecasting, planning, and performance management capabilities across SaaS and services lines of business. The role blends advanced modeling, forecasting, and data‑driven decision making to influence how the company measures success, allocates resources, and drives profitable growth.

• Partner with Finance leadership to advance the finance transformation roadmap, including Oracle EPM implementation, standardized reporting, and enterprise performance dashboards.
• Build and maintain a driver‑based rolling forecasting model that integrates revenue, expense, and capital planning.
• Develop scenario and what‑if modeling to evaluate performance under varying business and market conditions.
• Support analytics for the SaaS transition, including ARR bridges, renewal and retention modeling, and migration pacing.
• Help design Balanced Scorecard metrics linking operational KPIs (ARR per FTE, NRR, retention, Rule of 40, NOI growth, etc.) to financial outcomes.
• Participate in monthly forecasting and business review cycles, ensuring consistency of key metrics across product, revenue, and cost centers.

• Own components of the annual operating plan, long‑range plan, and rolling forecasts with dynamic updates.
• Prepare variance analyses, scenario models, and sensitivity testing to guide leadership decisions.
• Build and maintain complex financial models for pricing, product investments, and capital project evaluation (ROI, IRR, payback).
• Implement advanced forecasting techniques such as regression modeling, cohort analysis, and Monte Carlo simulation.
• Develop standardized templates for monthly performance packs and board materials to ensure consistency and accuracy.
• Partner with accounting during close to ensure forecast alignment, accurate accruals, and data integrity.

• Engage directly with Product, Engineering, Revenue Operations, and G&A leaders to interpret results and translate operational data into actionable financial insights.
• Collaborate on capitalized software tracking and project ROI measurement in alignment with ASC 350‑40 guidelines.
• Partner with Sales and Customer Success to analyze revenue retention, contraction, and churn indicators, developing early‑warning dashboards and predictive analytics for customer health.
• Serve as a trusted finance liaison who helps functional leaders understand their budgets, targets, and cost structures.

• Support automation and analytic initiatives (Power BI, Oracle EPM, Smart View) to enhance reporting speed, accuracy, and self‑service.
• Streamline forecasting and reporting processes by documenting workflows, identifying redundancies, and establishing scalable operating rhythms.
• Support data governance by maintaining clear data lineage and ensuring metric consistency across systems.
• Contribute to continuous FP&A capability building through automation, benchmarking, and forecasting process improvement across the Hearst Health portfolio.

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA preferred.
• 4–7 years of progressive FP&A or corporate finance experience, ideally within SaaS, healthcare technology, or high‑growth enterprise environments.
• Advanced proficiency in financial modeling, rolling forecast creation, scenario planning, and what‑if analysis.
• Expertise with modern FP&A systems (Oracle EPM, Smart View, Anaplan, Adaptive, Power BI). Strong understanding of SaaS metrics (ARR, NRR, CAC, churn, lifetime value) and financial frameworks (ROI, IRR, payback, margin analysis).
• Demonstrated ability to manage multiple priorities, maintain accuracy under tight deadlines, and drive process automation.
• Excellent communication and presentation skills with the ability to…