Financial Analyst

| Santa Monica

The Financial Analyst will primarily be responsible for working with our operating and sales teams to ensure integrity of our data and forecast short term and long term financial results. Projects will include projecting financial results of PatientPop’s operations, analysis of KPIs and business trends, standardizing financial data, implementing improved businesses processes and conducting cohort analysis.

Responsibilities:

In this role you will be responsible for:

  • Preparing monthly management reports emphasizing operational and financial performance metrics, historical results, budgets, forecasts, and trends.
  • Build out and manage near and long range financial planning and forecasts. Align the plan and forecast with the strategy and critically develop the plan in terms of drivers and growth opportunities
  • Perform financial analysis to help executives and department leaders make critical decisions
  • Develop standardized financial reporting and budgeting models.
  • Work with data source providers and technology teams to ensure that the key data for decision making is accurate and automated
  • Management and dashboard reporting of business metrics (weekly, monthly).
  • Develop and maintain processes throughout the company to ensure integrity, usability, and standardization of financial and key performance metrics

Requirements:

  • Bachelor degree in Finance, Accounting or Business Administration required.
  • Two to Four years in budgeting and financial analysis experience.
  • Strong quantitative, analytical, critical thinking, problem-solving, and project management skills.
  • Working knowledge with SaaS, vertical software, and/or online marketing a plus.
  • Experience working with data visualization tools
  • Strong understanding of GAAP accounting principles and procedures.
  • Advanced Excel and experience in modeling and analytics
  • Systems knowledge a plus: Salesforce, Zuora, etc.
  • Ability to make decisions, work under pressure and the capacity to use good judgment in critical situations.

We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws , including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • PHPLanguages
    • PythonLanguages
    • Google AnalyticsAnalytics
    • AxureDesign
    • InVisionDesign
    • SketchDesign
    • MoqupsDesign
    • Google DrawingsDesign
    • JIRAManagement
    • TrelloManagement
    • WordpressCMS
    • SalesforceCRM

Location

A block from Ocean Ave., the beach, tons of restaurants and Third Street Promenade: eat, sunbathe, shop -- or do all three -- on your break.
214 Wilshire Blvd, Santa Monica, CA 90401

Insider's spotlight

What’s the vibe like in the office?

There's a lot of chemistry. All of us are, honestly, really good friends. I know that sounds cheesy and everybody probably says that, but we do a lot of fun stuff together outside of work. Those relationships make communication and collaboration that much stronger during work.

Kirsten

Manager of Customer Success

What kinds of technical challenges do you and your team face?

We are currently working on ways to streamline our internal workflows. I love creating and improving our automation tools so that our implementation managers can focus more on their providers and less on the backend.

David

Web Administrator

How does the company support your career growth?

PatientPop allows the flexibility for us (graphic designers) to push our platform's limits and learn how to create within boundaries, which is vital to the success of any artist.

Patric

Sr. Website Designer

At PatientPop, we’re big believers in transparency. It’s important to Travis and myself that we arm our employees with all of the information they need to make decisions. We empower them to make those decisions autonomously.

Luke

Co-Founder and Co-CEO

On the engineering team, everyone from interns all the way to a Sr. Engineers are given a lot of autonomy and responsibility. So you’ll notice as early as your first day, you're already working on the product and with the team to get something delivered. That's really unique.

Aashin

Director of Engineering

Perks of working here

401(K)
Casual Dress
Commuter Benefits
Company Equity
Company Outings
Conferences & Training
Dental Benefits
Fitness Subsidy
Flex Work Hours
Generous PTO
Happy Hours
Health Benefits
Generous Parental Leave
Parking
Pet-Friendly Office
Recreational Clubs
Some Meals Provided
Stocked Kitchen
Vision Benefits
Volunteering Opportunities
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