Back in 2012, we were a group of engineers and designers who decided we wanted to build things, so we did. Able started as an engineering and product hub building for a portfolio of early-stage startups. We built many relationships while developing products that were thoughtful, effective, and genuinely useful. But, since then, we’ve grown… and so has our ambition.

Now, we’re entering our next chapter, defined by applied AI. AI is a powerful force in the end-to-end software development cycle, and we’re creating practices that allow us to deliver software fast and more effectively than traditional approaches, creating meaningful value for our partners. Today, our builder mindset is driving us to become an AI-native organization across every function. We’re still evolving, and that’s part of the opportunity. If you want to build, learn, and tackle challenges alongside an ambitious team, let’s build together.

This position is 100% remote in Latin America.

About the Role

We’re looking for an Operations Analyst (Finance) to join Able’s growing Operations function and work closely with our Head of Finance. This is a hands-on role with two connected areas of ownership: finance execution and business insights. You’ll help keep the financial side of the business running reliably, from payroll and expenses to monthly close support, while also building the reporting and dashboards leadership needs to make better decisions.

This role is ideal for someone who enjoys both getting the numbers right and figuring out what the numbers are telling us. You’ll have the opportunity to build processes, improve systems, and establish reporting capabilities that don’t exist today.

What We’re Looking For

Day-to-Day Responsibilities

Finance Operations

• Own payroll execution across LATAM and US systems, including contractor payments and payroll reconciliation.
• Manage employee expenses, corporate cards, receipts, approvals, and reimbursements.
• Support the monthly close process through journal entries, reconciliations, invoice tracking, and accounts receivable follow-up.
• Maintain accurate, clean, and reconciled financial data across relevant systems.
• Partner with the Head of Finance on budgeting, forecasting, and ad hoc financial analysis.
• Identify discrepancies and investigate issues until the underlying cause is understood and resolved.

Data & Business Insights

• Build and maintain Able’s leadership dashboard, covering key business metrics such as revenue, pipeline, retainer health, utilization, and cash.
• Establish recurring weekly, monthly, and quarterly reporting for the leadership team.
• Define and document business metrics so teams are working from consistent definitions and data.
• Provide ad hoc analysis to support strategic and operational decisions.
• Monitor data quality across systems such as HubSpot or Attio, Deel, and Greenhouse, and coordinate resolution of issues when they arise.
• Turn fragmented data into clear, actionable insights for leadership and other stakeholders.

Required Skills & Experience

• 3–6 years of experience in finance operations, financial analysis, business operations, or a related analytical role, ideally within a growing company.
• Hands-on experience with payroll, expense management, and monthly financial close processes.
• Strong analytical skills and advanced spreadsheet proficiency.
• Experience working with SQL and/or business intelligence tools such as Metabase, Looker Studio, or similar.
• Experience building dashboards, reports, or analyses for leadership audiences.
• Strong attention to detail and a high level of comfort working with financial data.
• Familiarity with tools such as Deel, Justworks, HubSpot, Attio, Greenhouse, or comparable systems.
• Ability to communicate clearly and confidently with both finance and non-finance stakeholders.
• Strong ownership and the ability to manage work independently in a growing, evolving environment.

Nice to Have

• Experience supporting both US and LATAM payroll or finance operations.
• Experience working in a startup, services business, or other lean operating environment.
• Experience establishing reporting processes or analytics capabilities from scratch.
• Experience with financial planning, forecasting, or budgeting.
• Experience using AI tools such as Claude, ChatGPT, or similar as part of your day-to-day work.

What Success Looks Like

We’re looking for someone who brings more than technical skills. The right person for this role is:

• AI-fluent. You already use AI tools in your day-to-day work to analyze information, automate repetitive tasks, draft materials, and work more efficiently.
• A builder. You’re comfortable creating processes and systems where there isn’t a playbook yet. You’d rather ship a useful first version and improve it than wait for perfection.
• Detail-oriented. You understand that financial operations require precision. When the numbers don’t tie, you want to know why.
• A clear communicator. You surface problems early, ask questions when something is unclear, and communicate what you know — and what you don’t.
• Comfortable with ambiguity. Able is growing and evolving quickly. You’ll help shape the processes and systems you’ll eventually own.

Able is powered by curious, thoughtful people who care about what they build and how they build it. We’re actively investing in our team through AI training, knowledge-sharing, and hands-on experimentation to ensure everyone grows alongside the technology.

This position is 100% remote in Latin America. Strong verbal and written communication skills in English are a requirement.

As a team member, you can expect:

• To work 40 hours per week, and be available during normal business hours as needed.
• Payments made in USD.
• 18 days of PTO per year, observance of local holidays, and an annual break between Christmas and New Years.
• Wellness + Remote Stipend
• AI Voucher

About Able

Able builds technology products in a portfolio model. We believe that people, teams, and processes are more important than the ideas themselves, so we’ve focused on bringing great people together, and investing in their growth.

We’ve built products in a variety of industries. Everything from media to finance to toys to healthcare. Sometimes we work with management teams to help their businesses grow faster or unlock value using technology. Other times we start or buy businesses outright. Each time, we look for opportunities to leverage technology built at the portfolio-level to drive value faster.

Able is committed to inclusion and diversity and is an equal-opportunity employer. All applicants will receive consideration without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, disability, or veteran status.

This is but the beginning of a conversation we’d love to have with you.

Apply, and let’s get this adventure started!

Through proprietary software and AI, along with a focus on customer delight, Sleek makes the back-office easy for micro SMEs.

We give Entrepreneurs time back to focus on what they love doing - growing their business and being with customers. With a surging number of Entrepreneurs globally, we are innovating in a highly lucrative space.

We operate 3 business segments:

1. Corporate Secretary: Automating the company incorporation, secretarial, filing, Nominee Director, mailroom and immigration processes via custom online robots and SleekSign.  We are the market leaders in Singapore with ~5% market share of all new business incorporations
2. Accounting & Bookkeeping: Redefining what it means to do Accounting, Bookkeeping, Tax and Payroll thanks to our proprietary SleekBooks ledger, AI tools and exceptional customer service
3. FinTech payments: Overcoming a key challenge for Entrepreneurs by offering digital banking services to new businesses

Sleek launched in 2017 and now has around 15,000 customers across our offices in Singapore, Hong Kong, Australia and the UK.  We have around 600 staff with an intact startup mindset.

We have recently raised Series B financing off the back of >70% compound annual growth in Revenue over the last 5 years. Sleek has been recognised by The Financial Times, The Straits Times, Forbes and LinkedIn as one of the fastest growing companies in Asia. Backed by world-class investors, we are on track to be one of the few cash flow positive, tech-enabled unicorns based out of Asia Pacific.

We are looking for an Accountant - HK Clients (Malaysia-Based Remote | Cantonese/Mandarin Speaker) / 會計 - 香港客戶 (馬來西亞遙距工作 | 廣東/普通話) who is excited about the mission and outcome below.

This is a 100% remote role. We welcome applications from qualified candidates located anywhere in Malaysia (including but not limited to Kuala Lumpur, Selangor, Penang, Johor, Perak, Sarawak, Sabah, Kedah, Malacca, etc.).

Mission of the Role: As an Accountant, you will play a key role in providing high-quality accounting services to our clients. This position is ideal for someone with 5 years of experience, preferably within practice, looking to deepen their expertise and take on new responsibilities in a fast-paced, cloud-based environment. You’ll collaborate with a team of experienced accountants, managing a portfolio of clients and ensuring financial accuracy.

Your 5+ years of Accounting experience working with a portfolio of international clients will help you succeed in this role.

Position Duties:

• You will lead and manage a high volume of portfolio of accounting clients and be the key point of contact for all your clients.
• You will hence be accountable for the quality of service deliveries, timeliness, accurate billings, managing client relationships, maintaining good rapport with clients, and having the ability to achieve client satisfaction and retention.
• You must be able to plan your work effectively and efficiently, and provide effective leadership, supervision and guidance to staff to ensure deliverables are in accordance with the scope of services and timelines. This includes but is not limited to corporate secretarial, accounting, tax, payroll, MPF, immigration, mailroom, and nominee director services.
• From the start of your engagement, you must be able to demonstrate expertise in primary accounting frameworks and in relation to financial reporting matters as regulated by the Companies Registry and the Inland Revenue Department (IRD). You must also have sufficient knowledge on the regulatory requirements of various company set-ups in Hong Kong, mainly that of private limited companies.
• You are required to gain a comprehensive understanding of client operations, processes, and business objectives and utilise that knowledge on engagement.
• For assigned clients, you must have the ability to review and/or prepare management accounts and schedules, profits tax computations, payroll reports, employer’s returns and other statutory filings, and ensure its accuracy and completeness before delivering to clients.
• The knowledge that you have will enable you to provide basic consultancy advice to clients on various accounting, tax, payroll and corporate secretarial matters.
• One of your key responsibilities is to prepare Unaudited/Group Unaudited Financial Statements and profits tax returns for clients with zero error.
• You must adhere to the highest degree of professional standards and strict client confidentiality.

Role Requirements:

• Fluent in spoken and written Cantonese/Mandarin and English.
• Recognised degree/diploma in Accountancy.
• Preferably professionally certified with ACCA, HKICPA, or equivalent qualification.
• Preferably 5–7 years of relevant working experience for candidates who are not / yet to be certified. 2–3 years of relevant working experience for professionally certified candidates.
• Hands-on experience with Google Workspace and Microsoft applications.
• Experience with cloud accounting software, Xero will be a definite plus, preferably at least a year of experience in Xero.
• Resourceful and experience with various productivity software applicable to facilitate daily works.
• Self-motivated, positive attitude, proactive and detail-oriented.
• Love meeting people and have great interpersonal and communication skills.
• Able to work under pressure and meet tight deadlines.
• Immediate availability is preferred.
• Must be based in Malaysia (100% Fully Remote). Must have a suitable home workspace located within Malaysia with a reliable high-speed internet connection..
• Must possess the legal right to work in Malaysia. We are unable to provide employment pass sponsorship for this role.

Important Notes: Recruitment interviews will be conducted primarily in English, with a short section conducted in Mandarin to evaluate language proficiency.

This is a full- time position requiring a commitment of 40 hours per week. The core working hours for this role are Monday to Friday 9:00 AM to 6:00 PM (HK time/ Malaysia time).

Behavioural fit is also important at Sleek, and we will be looking for candidates that have a proven track record of embodying the below attributes in their recent roles:

Ownership: This shows reliability and helps build trust within the team. We move fast and need to know that everyone will see things through to completion and proactively help to get things back on track when challenges arise. Accountability is really important to us.

Humility: There is so much we don’t know. Humility allows for open-mindedness to feedback and a willingness to learn from others. It paves the way for collaboration and creates a positive work environment. It is a key ingredient of self awareness and emotional intelligence.

Structured Thinking: Our business is complex with many layers (many services, many countries, many cultures). Regardless of whether you’re more analytical or creative in nature, being able to show sound judgement is important to us. It ensures solutions are pragmatic and balance the needs of the organisation, team and customers.

The interview process

The successful candidate will participate in the below interview stages. We anticipate the process to last no more than 3 weeks from start to finish.

Whether the interviews are held over video call or in person will depend on your location and the role.

One-way Video Interview

Shortlisted candidates will receive an invitation to complete a one-way video interview. This step allows us to review your skills and background early in the process, ensuring a smooth and efficient experience for all applicants.

Technical round

A ~60 minute chat with a Hiring Team. They’ll discuss your last 1–2 roles to understand your experience in more detail.

Behavioral/ Soft Skills round

A ~45 minute chat with a member of the leadership team, where they will dive into some of your recent work situations to understand how you think and work.

Reference verification

Prior to final offer confirmation, we will conduct one professional reference check with your recent direct manager or supervisor. To keep the process moving smoothly, this step may be initiated during the final interview stages.

Requirement for background screening

Please be aware that Sleek is a regulated entity and as such is required to perform different levels of background checks on staff depending on their role.

This may include using external vendors to verify the below:

• Your education
• Any criminal history
• Any political exposure
• Any bankruptcy or adverse credit history

We will ask for your consent before conducting these checks.  Depending on your role at Sleek, an adverse result on one of these checks may prohibit you from passing probation.

By submitting a job application, you confirm that you have read and agree to our Data Privacy Statement for Candidates, found at sleek.com.

Some other great things about working at Sleek…

Humility and kindness: Humility is a core attribute we hire for, which means we have a culture of not taking ourselves too seriously and being able to laugh. Kindness is also incredibly important. We are committed to creating and nurturing a diverse and inclusive environment.

Flexibility: You’ll be able to work remotely. If you need to start early or start late to cater to your family or other needs, we don’t mind, so long as you get your work done and proactively communicate. You can also work fully remote from anywhere in the world for 1 month each year

Financial benefits: We pay competitive market salaries and provide staff with generous paid time off and holiday schedules. Certain staff at Sleek are also eligible for our employee share ownership plan and can share in the upside of our stellar growth trajectory as we work toward listing on a prominent stock exchange in the Asia Pacific region.

Personal growth: You’ll get a lot of responsibility and autonomy at Sleek - we move at a fast pace so you’ll be making decisions, making mistakes and learning. There’s also a range of internal and external facing training programmes we run. We’re also at the forefront of utilising AI in our space and are developing a regional centre of AI excellence. It is our intention that if you leave Sleek, you leave as a more well-rounded person and professional.

Sleek is also a proudly certified B Corp.  Since we started our journey in 2017, we’ve been committed to building Sleek as a force for good. In just over 5 years, we’ve joined a community of industry leaders like Patagonia, Ben & Jerry’s, and P&G who are building an inclusive, equitable, and a regenerative economy.

Description

About Trafilea

Trafilea is a Consumer Tech Platform for Transformative Brand Growth. We’re building the AI Growth Engine that powers the next generation of consumer brands.

With over $1B+ in cumulative revenue, 12M+ customers, and 500+ talents across 19 countries, we combine technology, growth marketing, and operational excellence to scale purpose-driven, digitally native brands.

We own and operate our own digitally native brands (not an agency), with presence in Walmart, Nordstrom, and Amazon, and a strong global D2C footprint.

Why Trafilea

We’re a tech-led eCommerce group scaling our own globally loved DTC brands, while helping ambitious talent grow just as fast.

🚀 We build and scale our own brands.

🦾 We invest in AI and automation like few others in eCom.

📈 We test fast, grow fast, and help you do the same.

🤝 Be part of a dynamic, diverse, and talented global team.

🌍 100% Remote, USD competitive salary, paid time off, and more.

Job Responsibilities

At Trafilea, FP&A isn’t just about reporting what happened. It’s about influencing what happens next.

We’re looking for an FP&A Director to own our global Financial Planning & Analysis function end-to-end and become a strategic partner to our executive team, Board, and investors.

You’ll build the financial infrastructure behind better decisions—from planning and forecasting to performance management, investor relations, and capital markets—while developing a high-performing FP&A team.

What You’ll Do

• Own annual business planning, monthly forecasting, performance management, and variance analysis end-to-end.

• Turn financial and business data into forward-looking insights and recommendations for the executive team and Board.

• Lead our investor relations program, including strategy, cadence, financial materials, and messaging.

• Own key Capital Markets and fundraising workstreams, from financial modeling and data preparation to investor Q&A.

• Build and continuously improve company-wide KPIs, reporting structures, and budgeting processes.

• Partner with Marketing, Commercial, Planning, Operations, and Accounting to improve profitability, P&L performance, and Cash Flow.

• Build, coach, and develop a high-performing FP&A team with clear ownership and accountability.

• Ensure leadership has accurate, timely, decision-ready financial information to allocate resources and prioritize investments.

Requirements

• 10+ years of progressive Finance/FP&A experience, including 3–5+ years at Director level or equivalent.

• 6+ years of Retail experience, with e-commerce experience strongly preferred.

• 3+ years of experience leading or directly contributing to Capital Markets and fundraising initiatives.

• Proven experience managing and developing Finance teams, including Manager-level direct reports.

• Strong command of financial planning, forecasting, financial modeling, performance management, and business analysis.

• Executive-level communication skills, with the ability to present complex financial insights clearly to senior leaders, Boards, and investors.

• Experience operating in fast-growing, high-change environments; start-up experience is highly valued.

• Bachelor’s degree in Accounting, Finance, Business Administration, or Economics; MBA or Master’s in Finance strongly preferred.

Senior Financial Analyst, FP&A (AI First)

Department: Operations

Location: Remote, Canada or US

Position Type: Full-Time, Permanent

Hours: Monday-Friday, 9AM-5PM (in your time zone)

About the Role

Unbounce is looking for a Senior Financial Analyst, FP&A (AI First) to join our FP&A team. You’ll run our budgeting and forecasting cycles, prepare monthly reporting, support the accounting team through month-end close, and partner with teams across the business to answer financial questions.

This is an AI-native role: the outputs are familiar (an annual budget, a rolling forecast, a monthly reporting package, board metrics), but you will spend a meaningful share of your time building the systems that produce them rather than producing them by hand. Every employee at Unbounce has Claude, and our billing and accounting stack was rebuilt this year on Recurly and Rillet, so the data layer underneath you is new rather than inherited.

Concretely, when a recurring analysis takes four hours by hand, we expect your instinct to be to build the thing that does it in four minutes next month, and then to be the person who can tell whether its answer is right. The second half matters more than the first. Automation without judgment is worse than no automation, and this role owns both.

We’re after someone dependable and detail-oriented who communicates clearly and whose first instinct on a repetitive task is to automate it. You don’t need to have done every item on this list. If you’re strong in most areas and willing to learn the rest, we’d like to hear from you.

What You’ll Be Doing

Build and operate AI-driven finance workflows

• Design, build and maintain the AI agents and automated workflows that carry the recurring FP&A load: variance analysis, first-pass commentary, cohort and retention analysis, board metric refreshes, and the routine data pulls underneath all of them.
• Use AI as a default part of your workflow, across analysis, modeling, reporting, and commentary, within our team practices and data-handling guidelines.
• Use Claude, which every employee here already has, to speed up analysis, automate recurring reporting, draft first-pass variance commentary, and pressure-test your own assumptions before numbers go out.
• Build the context these agents need in order to be reliable: metric definitions, documented data lineage from source system to report, and explicit rules for how each number is constructed. An agent is only as good as the context it can reach.
• Decide what should and should not be automated. Draw and defend the line between work an agent runs unsupervised, work an agent drafts for human review, and work that stays fully manual.
• Own the finance team’s shared library of agents, prompts, skills and calculation templates. Treat it as a deliverable in its own right, versioned and documented, so that it keeps producing when you are on vacation.
• Own what the tools produce, review AI-assisted work to the same standard as your own, and know when a question needs judgment instead. Build the checks in: validation against source, reconciliation, and a review step that catches a wrong answer before it reaches leadership or the board.
• Raise the ceiling for the people around you. Some of your highest-leverage work will be enabling your business partners to answer their own questions rather than producing the analysis yourself.

Planning and forecasting

• Prepare Own the annual budget and quarterly/monthly forecast updates, gathering inputs from department leaders.
• Maintain the company’s financial model (revenue, expenses, headcount, and cash) and keep the key assumptions up to date. Structure it so that running a new scenario is a configuration change, not a rebuild.
• Run scenario analysis to help leadership weigh decisions, using AI to build and iterate on cases faster than a manual model rebuild allows, fast enough to be useful in the meeting where the decision is actually being made.

Reporting

• Own the monthly reporting package: actuals versus budget and forecast, variance analysis, and commentary. AI-drafted first pass, then edited and owned by you.
• Help prepare materials for leadership and board meetings, including our key metrics and dashboards.
• Work with the accounting team during month-end close to make sure results are accurate and on time.

Metrics and analysis

• Own our core SaaS metrics (ARR/MRR, net and gross revenue retention, churn, CAC, and LTV) and keep the definitions consistent.
• Look at customer, product, and segment profitability and take the findings to the people who can act on them.
• Build and maintain reports in our BI tools so teams can see the numbers they need, and so that analysts, dashboards and agents all draw on one trusted source rather than several competing ones.

Working with the business

• Be the finance point of contact for Sales, Marketing, Product, and G&A, helping them manage budgets and understand spend.
• Partner with Data and Analytics to scope reporting needs, so what we build answers the right questions.
• Help evaluate the costs and benefits of proposed projects and investments.
• Handle ad-hoc analysis requests as they come up.

A Little Bit About You

• A reliable instinct for when a machine-generated answer is wrong. This is a very important qualification for this role.
• Structured thinking: you can break a vague business question into defined, verifiable steps, which is the same skill that makes an agent work.
• Demonstrated use of AI tools in real finance work. You can walk us through something you automated or accelerated, and how you checked the output.
• Experience building AI-assisted workflows: prompt-based reporting, scripting, or connecting AI tools to finance data sources.
• 3–5+ years of experience in FP&A, corporate finance, or a similar analytical finance role. We weight demonstrated ability to build with AI as heavily as two additional years of conventional experience.
• Experience at a SaaS or subscription business, or willingness to get up to speed on the model.
• A good understanding of common SaaS metrics (ARR, retention, churn, CAC, LTV) and what drives them.
• Solid financial modeling and Excel/Google Sheets skills. Excel and Google Sheets are output formats here rather than the core skill; the core skill is breaking a FP&A question down precisely enough that an agent can run it reliably and repeatably.
• A working knowledge of the three financial statements and subscription revenue recognition.
• The ability to explain financial results clearly to people outside of finance.
• Comfort with ERP, planning, and BI tools (e.g. NetSuite, Cube, QuickSight, or similar).
• An understanding of how finance and business systems fit together and how data moves between them, and the ability to scope reporting needs with Data teams.
• A willingness to work in the open, documenting what you build so that someone else can run it.
• A Bachelor’s degree in Finance, Accounting, Economics, or a related field.

Nice to Have

• Experience partnering with Sales or RevOps on pipeline, quota, or go-to-market planning.
• Exposure to headcount and workforce planning alongside the People team.
• SQL or comfort working with larger datasets.
• MBA, CFA, or CPA.

Our Stack

• Every employee has a Claude account. Recurly for billing and Rillet for accounting, both implemented this year. QuickSight for business intelligence.

Share Our Values

• Customer First
• Bias for Action
• High Velocity Decision Making
• Inclusion
• Results Focused

Compensation

Our compensation bands are designed to reflect how people grow in their roles. Each level includes three stages: Developing, Proficient and Expert, which represent increasing capability, independence and impact over time.

The compensation range for this role is $95,000 to $110,000 CAD which reflects the Proficient stage of our compensation band for this job level (P3). For United States based applicants, the compensation range for this role is $100,000 to $120,000 USD.

Progression into higher stages and job levels may occur over time based on demonstrated performance, mastery of role expectations and overall impact. For specialized or hard-to-fill roles, we may extend offers above the posted range if a candidate brings exceptional experience.

Perks & Benefits

Flexibility and Time Off

• Flexible Time Off Policy - We encourage a minimum of 4 weeks per year!
• Remote First Team
• Flexible Hours
• Work From Anywhere Program

Health and Wellness

• Health Insurance
• Employee Assistance Program (EAP)
• Quarterly Company Wide Recharge Days
• End of Year Company Wide Holiday Closure
• Maternity & Parental Leave Program
• $2000 Lifestyle Spending Account (LSA)

Growth & Future

• Professional Development Budget
• Volunteer Day
• Team Building Budget
• Employee Referral Bonus Program ($1000)
• Anniversary Milestone LSA Top Up
• Birthday Day Off

We Value Individuality!

At Unbounce, we want every employee to be excited to bring their full, authentic self to work. When you bring your unique experiences, background, knowledge, perspective, and self-expression while embracing the same from others we learn from each other. We innovate and co-create an environment where team members can do the best work of their careers. We’re bolder and more brilliant together.

We’re dedicated to ensuring each team member feels a sense of belonging, feels safe, cared for, respected and valued for who they are, and trusts that their unique voice is heard, embraced, and meaningfully contributes to decision-making. We’re committed to equitable employee experience, opportunity, pay and support for every employee regardless of gender identity or expression, race, ethnicity, family or marital status, religion, socio-economic status, veteran status, national origin, age, sexual orientation, education, disability, or any other characteristic that makes you unique.

We have no tolerance for sexism, racism, xenophobia, homophobia, transphobia, ableism, ageism, or any other forms of hateful/harmful discrimination and we’re taking action against unequal pay in our community through leading the #PayUpforProgress movement.

If you require any accommodations or support during the recruitment process, please email us at careers@unbounce.com.

Our use of AI in hiring

We’re committed to keeping hiring personal. Every application is reviewed by a real person on our team, and we don’t use AI to screen or filter candidates out.

We do use AI to help with assessing candidates and summarizing interview feedback. These tools support our team in working more efficiently and reducing bias. All final hiring decisions are made by people who bring their judgment and experience to determine who joins our team.

Job Title:

Senior Financial Analyst, Insurance Operations

Pay Information:

Exempt - $120,000 - $125,000 per year

Location:

Remote first work environment

Must be in the Pacific time zone

The Senior Financial Analyst, Insurance Operations is a finance partner of The Dentists Insurance Company, responsible for ensuring the adherence to regulatory and compliance requirements of the California Department of Insurance and various other regulatory agencies. This position prepares quarterly and annual financial reports, regulatory filings, and works with third parties to facilitate the estimation and analysis of insurance loss reserves, ensure adequate reinsurance coverage, and track and administer insurer investments.  This role exercises significant judgement and critical thinking in the preparation of complex filings, has high visibility across the organization, and is a key liaison between finance, operational departments, and external vendors and regulators.

Universal Competencies:

• Collaboration: Proactively engages with an iterative mindset to enhance ideas and achieve organizational results; Cultivates relationships, builds partnerships, shares and learns without boundaries.

• Service: Focusing on meeting needs and exceeding expectations for those served inside and outside the organization.

• Respect: Embracing others for their true authentic self; nurture and promote an environment that values diversity of thought, input, experience and expertise.

Essential Competencies:

• Problem Solving: Applies analysis, creativity, resilience and logic to reach optimal outcomes; develops & implements solutions.

• Approachability:  Is consistently approachable, open to feedback and truthful; builds trust and authentic professional relationships.

• Adaptability: Appropriately adapts behavior to changing conditions and business needs; modifies approach to succeed with new situations and timelines.

How the Controller contributes:

• Works independently and in collaboration with underwriting, claims, sales, finance and external vendors to ensure the accurate and timely completion of regulatory and compliance activities.

• Leads regulatory reporting activities including annual and quarterly statements for insurance compliance, A.M. Best reporting, state filing requirements, and state audits.

• Stays current with state and NAIC regulatory reporting requirements, ensuring processes and reporting meet relevant requirements.  Researches reporting guidance for new business activities and makes recommendations to ensure compliance.

• Coordinates with third parties to support treasury functions, ensures statutory deposit holdings comply with state requirements and prepares reporting to support investment and statutory deposit holdings.

• Coordinates with external actuary to ensure timely response to complex data requests and support annual actuarial and rate analyses.

• Coordinates with reinsurance broker to support annual reinsurance renewal, ensure timely response to data requests, timely submission of reimbursement invoices and year end premium true-up.  Supports ongoing analysis and assessment of the effectiveness of the overall program.

• Oversees the planning and maintenance of the financial compliance calendar for the organization.

• Leads and oversees the triennial Department of Insurance financial examination.

• Administers compliance software and drives innovative and effective use of software to increase efficiency, accuracy and timeliness of regulatory and compliance filings.

• Replies to Department of Insurance and other third-party requests.

Non-Essential Functions:

• Assist with related special projects as needed.

• Perform other duties as assigned.

Minimum Qualifications:

• Bachelor’s degree (B.A.), preferably in Accounting or Finance.

• Minimum of four years of experience in Finance or Accounting.

• Demonstrated ability to effectively administer reporting as it pertains to enterprise system data, including GL, budgets, and business intelligence interfaces.

• Proficient in data extraction/reporting.

• Advanced Excel (including arrays, vlookup, pivot tables, charts).

• Comprehensive knowledge of GAAP accounting policies and procedures

Preferred Qualifications:

• MBA or CPA preferred.

• Lawson general ledger system and/or Crystal Reports experience.

• Annual Statement reporting software experience preferred.

• Experience with the following programs: Prophix, Lawson, Guidewire, SQL or Crystal Reports

• Understanding of statutory and GAAP accounting principles and able to conduct relevant research.

• Excels at forward-facing interactions and developing key relationships across all levels within the organization.

• Demonstrated ability to communicate complex information effectively to both technical and non-technical audiences across the organization.

• Excellent written and oral communication skills.

• Commitment to excellence and high standards.

• Ability to manage priorities and workflow with minimal supervision.

• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.

• Ability to work with all levels of management.

• Keen attention to detail.

• Ability to work independently and as a member of various teams and committees.

Working Conditions:   Occasionally (1-33%) Frequently (34-66%) Constantly (67-100%)

• Constantly reviewing and analyzing data on a computer screen and physical documents.

• Frequently maintains a stationary position.

• Occasionally moves around the office to access file cabinets, office machinery, etc.

Who we are:

The California Dental Association is a membership organization that represents 27,000 of the state’s best and brightest dental professionals and champions the oral health of the communities they serve. As the largest state dental association in the U.S., CDA delivers remarkable advocacy initiatives, fierce protection, innovative education and expert guidance to our members. Founded in 1870, CDA has innovated and grown into a family of companies that includes the association, The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation.

The largest of our subsidiaries, TDIC, is an insurance company founded in 1980 by a small group of California Dental Association members in response to skyrocketing malpractice premiums that impacted dentists’ ability to practice productively and patients’ ability to access care. Since that time, we’ve grown to protect 24,000+ policyholders across 15 states with a comprehensive suite of dentist-centric insurance products and risk management tools. With this singular focus and the unparallelled expertise of people who understand dentistry, we’ve earned the trust of our community.

Collectively, we’re a mission-driven organization that’s here to empower our members and support their practices, dental teams, profession and patients. By making today easier and tomorrow better for dentists, our employees make a meaningful and direct impact on the health of others.

At CDA we seek out, welcome and invest in talented individuals across unique specialties and prioritize diversity in our hiring practices. We know our employees are integral to our success, and we value their individual talents while encouraging a collaborative, inclusive, respectful and forward-thinking culture. We’re proud to be recognized as a Best Place to Work for factors like our people practices, work environment and trust in senior leaders.

CDA’s Finance department is a high-performing and service-oriented team of professionals who support all of CDA’s companies.  We manage the financial health and integrity of $500 million in invested assets and $150 million in annual revenues.  We value continuous improvement, a commitment to getting it right, and a growth mindset.  Our team members have the opportunity to contribute to high-value projects and grow in their careers.

If you’re excited to share your talents at a dynamic organization that’s leading the way in oral health, we invite you to apply to join us.

Company Benefits:

At CDA, we offer a robust benefits package that enhances overall employee well-being and provides options to meet the needs of our diverse workforce. We listen to our employees on matters of wellness and devote time and resources to continuously evaluate our benefits to ensure we can best support their work-life goals.

• Remote and hybrid flexibility and technology to support remote work

• Generous time off program starting at 22 days of PTO and13 paid holidays (includes a floating holiday and winter closure)

• Highly competitive medical, dental and vision plans, including FSA and HSA account options

• 401(k) plans, with a generous match and safe harbor contributions upon eligibility

• Paid parental leave

• Wellness programs, including incentives and an In-Shape Family Fitness discount

• Opportunities for professional development, training and leadership skill-building

• Critical illness, accident, life, pet, short term and long-term disability insurance options

• Employee Assistance Program (EAP) for support navigating day-to-day challenges

We Are CDA

Over our 150-year history, the California Dental Association (CDA) has become a leader in oral health throughout California and the country. Today, we continue to support our community of over 27,000 dentists through our family of companies, which include The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation. At CDA, we value individual talents, encouraging a diverse, collaborative, and innovative work environment fueled by new ideas. As our organization continues to grow, we invite you to be a part of what’s next.

CDA is an equal opportunity employer and is committed to the principle of equal employment opportunity for all employees and providing a safe work environment. CDA does not tolerate discrimination or harassment and all employment decisions are based on job requirements and individual qualifications, without regard to race, color, religion, national origin, age, gender, gender identity or expression, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran or military status. If you have a disability or special need that requires accommodation, please contact us at humanresources@cda.org.

To see our privacy policy, go to www.cda.org/Home/About/Careers-at-CDA/Apply

Headquarters: Remote - Cyprus

Ready to do the most impactful work of your career? At Coinbase, we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase.

As a Accountant on the Cyprus Finance team, you'll be responsible for the day-to-day accounting operations of Coinbase Financial Services Europe Ltd (CBFSE), our MiFID-regulated entity. You'll own critical accounting workflows including journal entries, reconciliations, and regulatory reporting to CySEC and the Central Bank of Cyprus, ensuring Coinbase's financial records accurately reflect our evolving crypto business across the region.

What you'll do:

• Own daily operational accounting for CBFSE, including recording journal entries, preparing supporting schedules, and maintaining balance sheet reconciliations.
• Execute daily reconciliation reporting and other periodic regulatory submissions required by CySEC, the Central Bank of Cyprus, and applicable CIF frameworks.
• Partner cross-functionally with FP&A, Tax, Treasury, Source-to-Pay, and engineering teams to ensure proper accounting treatment and accurate financial reporting.
• Support internal and external audit processes by providing documentation, analysis, and timely responses within your areas of responsibility.
• Drive data analysis against business drivers to identify trends, resolve discrepancies, and recommend process improvements to strengthen accounting operations.

Required Skills and Experience:

• 3+ years of experience in accounting or finance within a Cyprus Investment Firm (CIF), Big Four firm, or financial services/fintech company.
• Bachelor's degree in Accounting or related field, with professional qualifications (ACCA, ACA, or CPA) preferred; CySEC certifications (Advanced and/or AML Certificate) a plus.
• Demonstrated working knowledge of IFRS, with hands-on experience applying IFRS standards to operational accounting and financial reporting.
• Proficiency in NetSuite, FloQast, and G-Suite, with advanced Excel skills applied to reconciliations and financial analysis is a plus.
• Familiarity with CySEC and CIF regulatory reporting requirements, including the ability to interpret and apply regulatory guidance to accounting processes.
• Utilizes generative AI responsibly, maintaining human oversight to deliver business-ready outputs and drive measurable improvements in workflow efficiency, cost, and quality.

Position ID: P75632

#LI-Remote

Pay Transparency Notice: The target annual base salary for this position can range as detailed below. Total compensation may also include equity and bonus eligibility and benefits (including medical, dental, and vision).

Annual base salary range (excluding equity and bonus):€36.100—€36.100 EUR

• Application Limit: Candidates may submit a maximum of 3 applications within a 6-month period.
• Equal Opportunity Employer: Coinbase is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or genetic information. Applicants with criminal histories will be considered consistent with applicable federal, state, and local laws.
• US Applicants: View Employee Rights, Know Your Rights, and E-Verify Notice of Participation.
• Accommodations: If you are an individual with a disability who needs a reasonable accommodation, email us your request and contact info at accommodations[at]coinbase.com. Need screen reading technology? Click here to download a free compatible screen reader and view the tutorial.
• Data Privacy & Arbitration: By submitting your application, you agree to our Candidate Privacy Notice. US applicants: By submitting your application, you agree to Arbitration of Disputes.
  

To apply: https://weworkremotely.com/remote-jobs/coinbase-accountant-cyprus

Headquarters: Remote - Abu Dhabi

Ready to do the most impactful work of your career? At Coinbase, we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase.

Coinbase Tokenized Equities give eligible non-US users a simple way to buy tokens backed 1:1 by US stocks and ETFs — no brokerage account needed. The tokens are issued out of Abu Dhabi Global Market (ADGM), a regulated financial center overseen by the FSRA, and trade 24/7 onchain. We're hiring an Accounting Manager to be the finance lead for this product. This is a senior individual contributor role for someone who likes to build. You'll own the accounting and reporting model from the ground up — accounting policy, regulatory and legal entity reporting, controls, GL operations, and finance systems — coordinating across Tax, Treasury, FP&A, and controllership, as well as external auditors and regulators. If you like solving hard problems and building from scratch, this role is for you.

What You'll Do

• Build the accounting model from the ground up — covering token issuance and redemption, asset tracking, intercompany flows, and the close process
• Own regulatory compliance and reporting to the FSRA for this business. This includes liaising with the regulator to ensure a consistent understand of the rules, building a robust, efficient and well controlled reporting process and remaining responsive ad hoc queries
• Partner with Product, Engineering, Legal, Tax, Compliance, Treasury, FP&A, and Finance Data so new flows are accurate, controlled, and scalable
• Sign off on flow of funds, posting rules, account setup, ledger structure, reconciliations, and reporting before launch
• Lead accounting analysis for new structures under US GAAP and IFRS, including dividends, splits, and balance sheet treatment
• Build the reporting framework for our issuer entity, including annual audited IFRS financials, local filings, and external audit support
• Set up a control environment for a regulated launch — audit trails, books and records, and data integrity across on-chain and off-chain systems
• Identify accounting, controls, and reporting risks early and ensure each has a clear owner and plan

Required Skills

• A degree in Accounting, Finance, or a related field; CPA, CA, or similar strongly preferred
• Strong accounting or finance experience in a regulated setting (capital markets, broker-dealer, exchange, custody, clearing, or digital assets)
• Experience working directly with a financial regulator — inquiries, exams, or filings
• Proven ability to apply accounting rules to new or complex products
• Experience building new finance processes for a new product, entity, or regulatory regime
• A strong controls mindset and the ability to shape how systems are built before launch
• Clear communication skills and comfort in ambiguous, fast-moving environments
• Familiarity with the FSRA and its regulatory framework and rulebook
• Demonstrates the ability to responsibly use generative AI tools and copilots (e.g., LibreChat, Gemini, Glean) in daily workflows, continuously learn as tools evolve, and apply human‑in‑the‑loop practices to deliver business‑ready outputs and drive measurable improvements in efficiency, cost, and quality.

Job ID: P77749
#LI-Remote

Pay Transparency Notice: The target annual base salary for this position can range as detailed below. Total compensation may also include equity and bonus eligibility and benefits (including medical, dental, and vision).

Annual base salary range (excluding equity and bonus):503,500 د.إ—530,000 د.إ AED

• Application Limit: Candidates may submit a maximum of 3 applications within a 6-month period.
• Equal Opportunity Employer: Coinbase is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or genetic information. Applicants with criminal histories will be considered consistent with applicable federal, state, and local laws.
• US Applicants: View Employee Rights, Know Your Rights, and E-Verify Notice of Participation.
• Accommodations: If you are an individual with a disability who needs a reasonable accommodation, email us your request and contact info at accommodations[at]coinbase.com. Need screen reading technology? Click here to download a free compatible screen reader and view the tutorial.
• Data Privacy & Arbitration: By submitting your application, you agree to our Candidate Privacy Notice. US applicants: By submitting your application, you agree to Arbitration of Disputes.
  

To apply: https://weworkremotely.com/remote-jobs/coinbase-accounting-manager-tokenized-equities

Department: 13498 Enterprise Revenue Cycle - Revenue IntegrityStatus: Full timeBenefits Eligible: YesHours Per Week: 40Schedule Details/Additional Information: Schedule: Monday - Friday 1st shift 40 hours a week 6:00am EST to 6:00pm CST Certification required: AHIMA or AAPC Coding Certification Remote opportunity:Advocate Health may approve those who wish to work out of the following registered states: AL, AK, AR, AZ, DE, FL, GA, IA, ID, IL, IN, LA, KS, KY, ME, MI, MO, MS, MT, NC, ND, NE, NH, NM, NV, OH, OK, PA, SC, SD, TN, TX, UT, VA, WI, WV, WY Pay Range:$25.

Description

IMPACT BRANDS is a leading contributor to the health and wellness industry. With a journey from 5 to over 400 colleagues, and the expansion to a diverse family of 7+ brands (PureHealth Research, Nation Health MD, Pureance, Trumeta, PetMade, VitalPeak, Nature’s Blast). We are dedicated to helping improve the lives of people all over the world.

At IMPACT BRANDS, we embrace remote work culture and cherish open-mindedness, high energy, and adaptability qualities that are essential in our dynamic environment. We prioritize the growth of every team member, regardless of their location, offering advancement from intern to leadership roles.

IMPACT BRANDS has already positively impacted the lives of 3 million people worldwide. Join us as a remote Payment Specialistand let’s impact billions together!

Our Treats:

• Remote work. Whether it’s your home office, a cozy cafe, or a scenic spot across the globe, you have the autonomy to choose your workspace.

• Home office budget. A home office allowance and the possibility to choose between a MacBook or a Windows-based workstation.

• Health and wellness budget. We value your well-being - investment in your health is not just encouraged but actively supported.

• More free time. Enjoy 25+ Working Days of Holidays to recharge and relax from work.

• Volunteering. Embrace the opportunity to dedicate 2 paid days each year towards personal growth and community impact.

• Personal development opportunities. Improve yourself through training online.

• Professional growth. Exceptional performance is recognized and rewarded, offering opportunities for career advancement based on your contributions to our success.

• Achievement Bonus. We celebrate our company’s successes by offering an annual bonus.

• Our company products. Get exclusive access to our health and wellness products.

• Flatwork culture. The chance to influence the company right from the start.

• Team spirit. Enjoy regular team-building activities and engaging online events.

• And much more! From a Welcome Package to other amazing perks – we’re always thinking of ways to show our appreciation for every team member. Whether it’s fun surprises or practical benefits, you’ll always feel valued.

Bits of your job:

• Communicate with customers (if it is needed), and internal teams.

• Stay updated on industry regulations and compliance requirements.

• Analyze data to identify trends and root causes.

• Fight chargeback cases.

• Provide exceptional customer service.

• Produce various daily, weekly, and/or monthly statistical reports.

• Prepare KPI’s reports of chargebacks.

• And other tasks.

Requirements

Key expectations:

• Great attention to detail.

• Willingness to learn and develop daily.

• Previous experience in Chargeback, Refund, Account Receivable or similar fields is an advantage.

• Proficient in relevant computer applications.

• Excellent written and verbal English language skills.

• Ability to multitask, set priorities, and manage time effectively.

• Excellent communication skills.

• Customer focus and adaptability to different personality types.

Salary: 1,400-1,700 €/mon. net

Keep in mind that we are open to discussing a different salary based on your skills and competencies.

Senior Manager / Director, Finance Location: United States – Remote About Worldly Worldly is the world’s most comprehensive impact intelligence platform — delivering real data to businesses on impacts within...

Accountant (Accounts Receivable, Invoicing & Financial Operations) – Remote | U.

Zenbooks is a fully remote Canadian accounting firm founded in 2015 and headquartered in Ottawa.

Role Title: Tax Advisor (CPA or EA)Role Type: ContractorLocation: Remote (US Only)micro1 is engaging Tax Advising Experts to contribute to a customer's project focused on tax preparation and advisory services.

Modern Health

Modern Health is a mental health benefits platform for employers. We are the first global mental health solution to offer employees access to one-on-one, group, and self-serve digital resources for their emotional, professional, social, financial, and physical well-being needs—all within a single platform. Whether someone wants to proactively manage stress or treat depression, Modern Health guides people to the right care at the right time. We empower companies to help all their employees be the best version of themselves, and believe in meeting people wherever they are in their mental health journey.

Modern Health is backed by investors like Kleiner Perkins, Founders Fund, John Doerr, Y Combinator, and Battery Ventures and raised more than $170 million in less than two years, making Modern Health the fastest entirely female-founded company in the U.S. to reach Unicorn status.

More about our culture and what you can expect when you join the team:

• “It Takes a Village” culture. Modern Health has a unique and unabashed culture centered around high empathy and high accountability - with a drive to win. We are energized by bringing together the best talent in the industry to achieve audacious goals focused on making mental health a strength and priority for all.
• We have an obsession to win. We are highly ambitious and passionate about the work that we do.  We take pride in delivering excellence and our personal best and we continuously innovate to uniquely solve our customers’ needs.
• We are accountable and can rely on each other. We are a team and hold ourselves and each other accountable. We believe in transparent communication and continuous feedback to foster a culture of trust, reliability, and growth.
• We demonstrate empathy. We have a supportive and diverse culture where we bolster and uplift each other as we pursue our lofty goals. We encourage selflessness and a willingness to support others, fostering a collaborative and respectful environment.
• We exhibit a bias towards action. This is a fast-paced environment. We jump into problems and initiate solutions. We empower our people to make decisions and experiment, iterate, and repeat until we get it right.

Modern Health is a fully remote workforce and a hyper-growth company that is often recognized for its excellence, winning awards such as World’s Most Innovative Companies of 2023 by Fast Company, Top 25 Companies of San Francisco 2023, and 2023 Well-Being Trailblazer Award. To protect our culture and help our team stay connected, we require overlapping hours for everyone. While many roles may function from anywhere in the world—see individual job listing for more—US based team members who live outside the Pacific time zone are expected to work at least six hours between 8 am and 5 pm Pacific time each workday.

We are looking for driven, creative, and passionate individuals to join in our mission. An inclusive and diverse culture are key components of mental well-being in the workplace, and that starts with how we build our own team. If you’re excited about a role, we’d love to hear from you!

The Role

The Revenue Operations Lead owns the systems and reporting infrastructure that powers our Go-To-Market organization. This is a senior individual contributor role sitting at the intersection of systems architecture, analytics, and program leadership.  Accountable not just for keeping GTM tooling running, but for deciding how it should work.

As the GTM organization scales, this role sets the technical and operational direction for our Sales, CS, and GTM tech stack. Define system standards, prioritizing the RevOps roadmap against business impact, and leading the automation and process work that removes friction from the revenue engine. You will be the person GTM leadership turns to when they need to understand what the data says, what the systems can support, and what it will take to change either one.

Success in this role is measured in business outcomes. Improved retention, faster cycle times, higher data integrity, and operational capacity created for the teams you support.

What You’ll Do:

You will own the design, reliability, and evolution of the systems and reporting that GTM runs on. You’ll set priorities, lead cross-functional programs end to end, and raise the operational bar for the function.

You will:

• Own the RevOps systems roadmap. Define priorities, make build/buy/defer tradeoffs, and align stakeholders on sequencing
• Lead complex, cross-functional programs (system migrations, integrations, automation initiatives) from scoping through adoption and measurement
• Build and maintain the dashboards, reporting, and analytics that measure customer satisfaction, account health, tool adoption, and utilization across the revenue organization
• Develop account-level reporting that shows how tools and workflows are actually being used, where adoption is strong or weak, and what actions would improve effectiveness
• Package complex usage and performance data into decision-ready insights, and translate that analysis into practical recommendations, enablement, and operating guidance for Sales, CS, and GTM leadership
• Serve as the technical owner of core GTM tooling, including Gainsight, designing scalable architecture, data models, and workflows rather than administering someone else’s design
• Define and enforce data quality standards, and own the reporting layer GTM leadership uses to make decisions
• Create presentation-ready narratives that explain queries, reports, dashboards, and recommended actions to both technical and non-technical audiences
• Partner with Sales, CS, Finance, and Product leadership as a business advisor. Translating ambiguous business problems into system and process solutions
• Establish operational standards for issue intake, triage, and system reliability, and reduce recurring failure modes at the root rather than case by case
• Mentor junior team members and cross-functional partners, raising system fluency across the organization
• Identify opportunities leadership hasn’t yet surfaced, build the case for them, and drive them to resolution

Who You Are / Requirements:

You are a systems thinker who is comfortable owning outcomes in ambiguous territory. You can move fluidly between architecting a solution, digging into the data behind it, and getting a room of stakeholders aligned on why it matters. You have strong opinions about how revenue systems should work — and the judgment to know when to hold them and when to adapt.

• Gainsight Certification - Level 2 ( required baseline)

  • Data model: Matrix Data Architecture, MDA objects, Data Designer, Rules Engine
  • Health scorecards, playbooks, CTAs, and Success Plans — designed and configured from scratch
  • Journey Orchestrator programs, surveys, and email templates
  • Reports and dashboards built for CS leadership and exec consumption
  • Salesforce ↔ Gainsight integration and data sync management

• 5+ years in revenue operations, sales operations, business systems, or a closely related function, including meaningful ownership of GTM systems.

• Deep hands-on Salesforce expertise (Certified Salesforce admin not required but preferred): strong working knowledge of Salesforce data, building dashboards, reports, workflows, analyses, and operational insights

• Adjacent GTM tooling: CS platforms, CPQ, engagement, BI

• Builder, not just maintainer: you’ve designed and implemented these systems, not inherited and kept them running

• Strong analytical judgment: you can define the right metric, build the analysis, and defend the conclusion to a skeptical audience

• A demonstrated ability to move between deep analytics and high-trust, hands-on partnership with Sales stakeholders in a consultative capacity

• Experience translating complex data, queries, and system behavior into concise business recommendations and executive-ready presentations

• A track record of leading cross-functional programs to completion without formal authority

• The ability to set priorities under ambiguity and say no to good work in service of better work

• Clear, credible communication with senior stakeholders. You can explain technical constraints in business terms and build alignment across Sales, Customer Success, Finance, Product, and other cross-functional partners

• A knack for spotting patterns in tool utilization, codifying best practices, and driving adoption of more effective ways of working

• A demonstrated bias toward durable solutions over one-off fixes, and a high standard for the systems you own

•  Immigration sponsorship is not available for this position. Applicants must be able to maintain work authorization for the duration of employment without employer sponsorship or employer-provided training plans or attestations (including, for example, the Form I-983 required for STEM OPT).

Benefits:

Fundamentals:

• Medical / Dental / Vision / Disability / Life Insurance
• High Deductible Health Plan with Health Savings Account (HSA) option
• Flexible Spending Account (FSA)
• Access to coaches and therapists through Modern Health’s platform
• Flexible Time Off
• Company-wide Collective Pause Days

Family Support:

• Parental Leave Policy
• Family Forming Benefit through Carrot
• Family Assistance Benefit through UrbanSitter

Professional Development:

• Professional Development Stipend

Financial Wellness:

• 401k
• Financial Planning Benefit through Origin

But wait there’s more…!

• Annual Wellness Stipend to use on items that promote your overall well-being
• New Hire Stipend to help cover work-from-home setup costs
• ModSquad Community: Virtual events like active ERGs, holiday-themed activities, team-building events, and more
• Monthly Cell Phone Reimbursement

Equal Pay for Equal Work Act Information

Please refer to the ranges below to find the starting annual pay range for individuals applying to work remotely from the following locations for this role.

• Zone 1: San Francisco Bay Area and New York City Metro
• Zone 2: All other California locations and Seattle, WA
• Zone 3: All other New York locations, All other Washington locations, Washington DC, Austin,

TX, CT, IL, MA, NH, NJ, OR, RI, VT

• Zone 4: All other Texas locations, AL, AK, AZ, AR, CO, DE, FL, GA, HI, ID, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MO, MT, NE, NV, NM, NC, ND, OH, OK, PA, SC, SD, TN, UT, VA, WV, WI, WY

Compensation for the role will depend on a number of factors, including a candidate’s qualifications, skills, competencies, and experience and may fall outside of the range shown. Ranges are not necessarily indicative of the associated starting pay range in other locations. Full-time employees are also eligible for Modern Health’s equity program and incredible benefits package. See our Careers page for more information.

Depending on the scope of the role, some ranges are indicative of On Target Earnings (OTE) and includes both base pay and commission at 100% achievement of established targets.

Zone 1 Base Pay

$101,500—$119,400 USD

Zone 2 Base Pay

$91,350—$107,460 USD

Zone 3 Base Pay

$91,350—$107,460 USD

Zone 4 Base Pay

$81,200—$95,520 USD

Below, we are asking you to complete identity information for the Equal Employment Opportunity Commission (EEOC). While we are required by law to ask these questions in the format provided by the EEOC, at Modern Health we know that gender is not binary, and we recognize that these categories do not reflect our employees’ full range of identities.

This is a remote role We are seeking a highly motivated and dedicated coding professional to join our team as a professional medical coder.

About Pair Team

Pair Team is a public benefit company reimagining care for the safety net. As an AI-enabled medical group for Medicaid and Medicare, we deliver medical, behavioral, and social care by integrating shelters, pantries and other community-based organizations into our whole-person model. As California’s largest complex care provider, we’ve proven our impact to reduce avoidable emergency care, including a 52% and 26% reduction in ER visits and hospitalizations respectively. Once scaled nationally, our approach would save tax payers $150B per year.

With our years of experience and vast data collected, we are now building an AI platform that embeds social work agents across the safety net to truly unify our fragmented healthcare and welfare system. By scaling our country’s frontline medical and social services workforce, we aim to bring high-touch care to everyone.

At Pair Team, we’re not just delivering care—we’re transforming it. We’re building a future where high-touch, community-driven care is accessible to everyone, especially the most underserved.

• Forbes: For Pair Team, Accessibility Is About Delivering Healthcare To Those Who Need It The Most
• TechCrunch: Building for Medicaid’s regulatory moment with Neil Batlivala from Pair Team
• Journal of General Internal Medicine: A Novel Intervention for Medicaid Beneficiaries with Complex Needs

About the Opportunity

As a Director of Revenue Cycle Management at Pair Team, you will play a critical role in building the RCM function that allows our technology-enabled service to improve healthcare access and outcomes for underserved communities. You will own RCM end to end — from eligibility and authorization through claims, denials, and collections — across Medicaid andMedicare. and other service lines. This is a hands on, build-it-yourself role for someone who can both set RCM strategy and get into the claims data themselves to find and fix collection gaps. You’ll build the team, systems, and processes that let RCM scale alongside a fast-growing, mission-driven company.

This is a fully remote position reporting up to the VP of Finance and BizOps.

What You’ll Do

• Own the RCM function end to end across Medicaid and Medicare — from eligibility and authorization through claims, denials, and collections.
• Lead RCM strategy: team building, hiring/managing RCM staff, KPI development and reporting, and cross-functional collaboration with operations, product, and engineering to build supporting tooling and processes.
• Run deep analysis on claims data to identify gaps, drive remediation with cross-functional stakeholders, and improve collection rate and DSO.
• Manage patient billing and coinsurance collection processes
• Own denial management and appeals, driving down rejection and denial rates.
• Centralize eligibility verification, authorizations, and payer reporting under RCM.
• Work directly with payers and provider groups to remediate claims issues and manage payer reporting relationships.
• Partner with Finance on revenue reconciliation, cash application, and collections reporting.
• Ensure compliance with Medicaid and Medicare billing requirements.
• Select, implement, and optimize RCM systems to support multi-program billing and scale with growth.
• Build scalable, automated processes suited to a fast-moving startup.

What You’ll Need

• 8+ years of progressive Revenue Cycle Management (RCM) experience, with end-to-end ownership across eligibility/enrollment, charge capture, coding, claims submission, denials management, and collections.
• Deep, hands-on knowledge of Medicaid and Medicare billing across the full revenue cycle, ideally including FFS, risk-based arrangements, and other healthcare billing structures.
• Experience building and leading teams in a high-growth, early-stage startup.
• Highly analytical and self-sufficient: able to independently query and dig into claims data (no dependency on a separate analytics team), generate insights, and use them to drive collection rate improvements.
• Strong communication and collaboration skills across finance, accounting, operations, product, and engineering.
• Experience implementing RCM solutions such as Candid, Waystar, etc.
• Ownership mindset: drives results for the mission, business, and customer experience.
• Thrives in a fast-paced, complex, low-red-tape early-stage environment.
• Passion for serving individuals with complex chronic needs, including homelessness, severe mental illness, and substance use disorder.

Our Values

• Lead with integrity: We keep our commitments and take responsibility for our actions. We are dependable and choose authenticity over perfection.
• Embrace challenges: We leave our egos at the door and step forward into discomfort instead of back into safety. We help each other to learn and provide feedback using candor and kindness.
• Break through walls: We go the extra mile for our patients, partners and one another, and we run toward hard things. We are resilient in our push for consistent improvement and challenge the status quo.
• Act beyond yourself: We build each other up and respect boundaries. We seek first to understand and assume positive intent.
• Care comes first: We hold ourselves to the highest standards for our patients. We are relentless in the pursuit of our mission, and ensure that we are taking care of ourselves in order to care for others.

Because We Value You

• Competitive salary: $185,000 - $215,000
• Equity compensation package
• Medical, dental & vision with HSA/FSA and company HSA contribution
• Remote-first with equipment and $100/mo home office stipend
• Flexible PTO and 12 paid holidays
• 100% company-paid life, disability & AD&D
• Backup childcare, caregiver concierge, and financial guidance resources

Pair Team is an Equal Opportunity Employer. At Pair Team, we value diversity and strive to provide an inclusive environment for all applicants and employees. All applicants will be considered without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, marital status, age, disability, political affiliation, military service, genetic information, or any other characteristic covered by federal, state, or local law.

Pair Team participates in E-Verify to verify employment eligibility for new hires.

Any offer of employment at Pair Team is conditioned upon passing a pre-employment background check. Following a conditional job offer, candidates will undergo comprehensive employment background checks, including; criminal history, reference checks, and driving records if a role requires vehicle use.

We do not conduct any TA business outside of our @pairteam.com emails. If you’re ever concerned about spam or fraudulent activity, please reach out to recruiting@pairteam.com.

Note: Please be aware that while we sincerely appreciate your interest, due to the high volume of requests, we’re unable to respond to general position inquiries via email. To apply for a position with us, please submit your application for the role you are interested in. Our team regularly reviews applications and will reach out to candidates whose qualifications align with our current openings listed below. Thank you!

About Pair Team

Pair Team is a public benefit company reimagining care for the safety net. As an AI-enabled medical group for Medicaid and Medicare, we deliver medical, behavioral, and social care by integrating shelters, pantries and other community-based organizations into our whole-person model. As California’s largest complex care provider, we’ve proven our impact to reduce avoidable emergency care, including a 52% and 26% reduction in ER visits and hospitalizations respectively. Once scaled nationally, our approach would save tax payers $150B per year.

With our years of experience and vast data collected, we are now building an AI platform that embeds social work agents across the safety net to truly unify our fragmented healthcare and welfare system. By scaling our country’s frontline medical and social services workforce, we aim to bring high-touch care to everyone.

At Pair Team, we’re not just delivering care—we’re transforming it. We’re building a future where high-touch, community-driven care is accessible to everyone, especially the most underserved.

• Forbes: For Pair Team, Accessibility Is About Delivering Healthcare To Those Who Need It The Most
• TechCrunch: Building for Medicaid’s regulatory moment with Neil Batlivala from Pair Team
• Journal of General Internal Medicine: A Novel Intervention for Medicaid Beneficiaries with Complex Needs

About the Opportunity

As a Senior Financial Analyst at Pair Team, you will play a critical role in core FP&A work—budgeting, forecasting, and monthly reporting—while also serving as a key resource within a lean, high-impact finance team. We’re looking for someone with a proven track record in financial analysis and strong problem-solving. You’ll work closely with leaders across the business to improve forecast accuracy, surface insights, and help the company make faster, informed decisions as we scale. We’re looking for someone who is analytical, intellectually curious, and highly self-motivated, with a high bar for accuracy, integrity, and follow-through.

This is a fully remote position reporting up to the Sr. Finance Manager.

What You’ll Do

• Support senior company leaders with data driven analysis and strategic insights by managing the department spend across technology, marketing, and OpEx
• Build, maintain, and evolve financial models to support the company’s financial goals across all financial statements
• Support quarterly forecast updates and external financial reporting to investors
• Partner with the People team to ensure hiring plans align with the company’s goals and headcount spend is accurately reflected in financial forecasts
• Independently manage monthly and quarterly commission calculations, ensuring accuracy and working cross functionally to align on KPIs
• Analyze vendor spend and support contract renewals to improve spend visibility, ensure efficient use of company resources, and inform tradeoffs across the company
• Support accounts receivable reconciliation, claims analysis, and issue resolution to improve cashflow forecasting,collections rate, and revenue accuracy by leveraging contract analysis skills and external partnerships
• Own and drive partnership payments in support of the Partnerships team
• Investigate forecast variances and financial trends to identify root causes, and proactively surface risks and opportunities to leadership

What You’ll Need

• 2+ years of experience in corporate finance, accounting, or consulting, with a strong grasp of financial principles, accounting standards, and financial modeling
• A Bachelors/Master’s degree in accounting, finance, economics, or a related field
• Advanced financial modeling skills — you’re a spreadsheet wizard
• Experience with QuickBooks, NetSuite, or similar ERP systems
• Analytical problem-solver who can identify critical business questions and translate them into actionable models and insights
• Self-starter with a curious mindset and the ability to work independently in ambiguous environments
• Strong ownership mentality with a bias toward driving results for the mission, business, and finance function
• Highly organized with exceptional attention to detail
• Excited by early-stage startup environments: fast-paced, complex, with competing priorities and minimal red tape
• Passion for supporting individuals with complex chronic needs, including homelessness, severe mental illness, and substance use disorder

Our Values

• Lead with integrity: We keep our commitments and take responsibility for our actions. We are dependable and choose authenticity over perfection.

• Embrace challenges: We leave our egos at the door and step forward into discomfort instead of back into safety. We help each other to learn and provide feedback using candor and kindness.

• Break through walls: We go the extra mile for our patients, partners and one another, and we run toward hard things. We are resilient in our push for consistent improvement and challenge the status quo.

• Act beyond yourself: We build each other up and respect boundaries. We seek first to understand and assume positive intent.

• Care comes first: We hold ourselves to the highest standards for our patients. We are relentless in the pursuit of our mission, and ensure that we are taking care of ourselves in order to care for others.

Because We Value You

• Competitive salary: $115,000 - $125,000 (depending on experience)
• Equity compensation package
• Medical, dental & vision with HSA/FSA and company HSA contribution
• Remote-first with equipment and $100/mo home office stipend
• Flexible PTO and 12 paid holidays
• 100% company-paid life, disability & AD&D
• Backup childcare, caregiver concierge, and financial guidance resources

Pair Team is an Equal Opportunity Employer. At Pair Team, we value diversity and strive to provide an inclusive environment for all applicants and employees. All applicants will be considered without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, marital status, age, disability, political affiliation, military service, genetic information, or any other characteristic covered by federal, state, or local law.

Pair Team participates in E-Verify to verify employment eligibility for new hires.

Any offer of employment at Pair Team is conditioned upon passing a pre-employment background check. Following a conditional job offer, candidates will undergo comprehensive employment background checks, including; criminal history, reference checks, and driving records if a role requires vehicle use.

We do not conduct any TA business outside of our @pairteam.com emails. If you’re ever concerned about spam or fraudulent activity, please reach out to recruiting@pairteam.com.

Note: Please be aware that while we sincerely appreciate your interest, due to the high volume of requests, we’re unable to respond to general position inquiries via email. To apply for a position with us, please submit your application for the role you are interested in. Our team regularly reviews applications and will reach out to candidates whose qualifications align with our current openings listed below. Thank you!

Why join Nextech?

We are a leader in specialty healthcare technology solutions.

We’re committed to hiring and retaining talent, which is why we invest in our employees through competitive pay, a generous bonus structure, great healthcare, a comprehensive wellness program, and many other benefits.

If you are a software engineer, finance or accounting professional, customer support specialist, or a business development expert with a passion for healthcare technology (just to name a few), we want to hear from you.

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics are encouraged to apply. If you are a candidate in need of assistance or an accommodation in the application process, please contact [email protected].

This position is open within all states in the United States except for California.

Job Summary

The Senior FP&A Analyst will play a critical role in driving financial planning, analysis, and business partnering activities.  This position reports directly to the Sr Director, Financial Planning & Analysis and will be responsible for building and maintaining financial and operational business models, analyses and metrics that lead to insightful and accurate business decisions, and supporting financial close and reporting processes.

All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA and other regulations, as appropriate.

Essential Functions

Essential Functions: In addition to working in accordance with appropriate conduct and behavioral standards, specific responsibilities of this role include:

Financial Planning & Analysis:

• Develop and maintain financial models to support budgeting, forecasting, and long-term planning.
• Own and maintain assigned areas of financial models such as select revenue streams, COGS, operating expenses, or workforce management and related operational metrics.
• Analyze financial performance, identify trends, and provide actionable insights to senior management.
• Conduct variance analysis and identify key drivers impacting financial results.
• Conduct financial modeling, financial analysis and valuation support for acquisitions, partnerships, new product development, pricing, long-term contracts and other ad-hoc financial projects
• Prepare monthly, quarterly, and annual financial reports and presentations for executive, board, and private equity investor audiences.
• Continually increase knowledge of and utilization of features of the financial modeling and reporting software.
• Carry out additional duties as assigned based on business need.

Business Partnering:

• Collaborate with business units to understand their financial needs and provide analytical and strategic support.
• Reflect current insights and expected trends into rolling financial forecast models.
• Support decision-making processes by providing financial analysis and insights including budget compliance
• Facilitate cross-functional meetings to increase understanding of business impacts, accounting and reporting for business decisions made by department leaders.

Data Analysis & Tools:

• Utilize data tools such as Power Query and Power BI to efficiently transform and analyze data
• Ensure data accuracy and integrity in all financial analyses and reporting.
• Seek solutions to improving financial close, forecasting, and data analysis processes by introducing tools and automating manual or repeatable work.
• Collaborate with business intelligence colleagues on user requirements to support assigned business units’ financial and operational objectives.

Minimum Requirements

• 3-5+ years of experience in an FP&A or corporate accounting setting in an analytical/reporting role.
• Experience working with corporate budgeting processes and detailed financial models
• Advanced MS Excel and PowerPoint skills
• Demonstrated experience in utilizing data and analytical tools (e.g. Power Query, Power BI, Alteryx, etc.) to improve manual or Excel-based work
• Continuous improvement mindset including solution seeking and personal skills development
• Excellent customer relations skills and ability to communicate effectively with internal customers and stakeholders
• Ability to work cross functionally and build trusted relationships throughout the company
• Extremely organized with the ability to prioritize activities, manage timelines, and effectively deliver results withing a fast-paced environment
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field

Preferred Qualifications

• MBA or relevant graduate degree preferred
• Experience working with private equity stakeholders
• Healthcare IT, SaaS technology or healthcare services industry experience preferred
• NetSuite and Salesforce.com experience preferred
• Experience working with enterprise planning software preferred (e.g. Adaptive, Planful, Anaplan, Pigment, etc.)

Total Rewards

Generous annual bonus opportunity

401(k) with Employer Match

Paid Time Off & Holidays: 40 hours of paid personal time beginning January 1st of each year; 15 days of accrued PTO (increasing with years of service)

11 paid holidays

Your Day Your Way - Celebrate a day of cultural or social significance to you

Access to Linkedin Learning courses for professional development

Insurance: Choice of Medical, Dental, and Vision plans

Health Savings Account with employer match

Flexible Spending Account

100% Company-Paid Parental leave (After 6 months with the company)

Company-Paid Life Insurance and Short/Long Term Disability Insurance

Nextech Luminary Peer Recognition Program

Wellness Programs

Employee Assistance Program with free counseling sessions available

Corporate Discounts on Retail, Travel, and Entertainment

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

About Pair Team

Pair Team is a public benefit company reimagining care for the safety net. As an AI-enabled medical group for Medicaid and Medicare, we deliver medical, behavioral, and social care by integrating shelters, pantries and other community-based organizations into our whole-person model. As California’s largest complex care provider, we’ve proven our impact to reduce avoidable emergency care, including a 52% and 26% reduction in ER visits and hospitalizations respectively. Once scaled nationally, our approach would save tax payers $150B per year.

With our years of experience and vast data collected, we are now building an AI platform that embeds social work agents across the safety net to truly unify our fragmented healthcare and welfare system. By scaling our country’s frontline medical and social services workforce, we aim to bring high-touch care to everyone.

At Pair Team, we’re not just delivering care—we’re transforming it. We’re building a future where high-touch, community-driven care is accessible to everyone, especially the most underserved.

• Forbes: For Pair Team, Accessibility Is About Delivering Healthcare To Those Who Need It The Most
• TechCrunch: Building for Medicaid’s regulatory moment with Neil Batlivala from Pair Team
• Journal of General Internal Medicine: A Novel Intervention for Medicaid Beneficiaries with Complex Needs

About the Opportunity

As a Director of Revenue Cycle Management at Pair Team, you will play a critical role in building the RCM function that allows our technology-enabled service to improve healthcare access and outcomes for underserved communities. You will own RCM end to end — from eligibility and authorization through claims, denials, and collections — across Medicaid andMedicare. and other service lines. This is a hands on, build-it-yourself role for someone who can both set RCM strategy and get into the claims data themselves to find and fix collection gaps. You’ll build the team, systems, and processes that let RCM scale alongside a fast-growing, mission-driven company.

This is a fully remote position reporting up to the VP of Finance and BizOps.

What You’ll Do

• Own the RCM function end to end across Medicaid and Medicare — from eligibility and authorization through claims, denials, and collections.
• Lead RCM strategy: team building, hiring/managing RCM staff, KPI development and reporting, and cross-functional collaboration with operations, product, and engineering to build supporting tooling and processes.
• Run deep analysis on claims data to identify gaps, drive remediation with cross-functional stakeholders, and improve collection rate and DSO.
• Manage patient billing and coinsurance collection processes
• Own denial management and appeals, driving down rejection and denial rates.
• Centralize eligibility verification, authorizations, and payer reporting under RCM.
• Work directly with payers and provider groups to remediate claims issues and manage payer reporting relationships.
• Partner with Finance on revenue reconciliation, cash application, and collections reporting.
• Ensure compliance with Medicaid and Medicare billing requirements.
• Select, implement, and optimize RCM systems to support multi-program billing and scale with growth.
• Build scalable, automated processes suited to a fast-moving startup.

What You’ll Need

• 8+ years of progressive Revenue Cycle Management (RCM) experience, with end-to-end ownership across eligibility/enrollment, charge capture, coding, claims submission, denials management, and collections.
• Deep, hands-on knowledge of Medicaid and Medicare billing across the full revenue cycle, ideally including FFS, risk-based arrangements, and other healthcare billing structures.
• Experience building and leading teams in a high-growth, early-stage startup.
• Highly analytical and self-sufficient: able to independently query and dig into claims data (no dependency on a separate analytics team), generate insights, and use them to drive collection rate improvements.
• Strong communication and collaboration skills across finance, accounting, operations, product, and engineering.
• Experience implementing RCM solutions such as Candid, Waystar, etc.
• Ownership mindset: drives results for the mission, business, and customer experience.
• Thrives in a fast-paced, complex, low-red-tape early-stage environment.
• Passion for serving individuals with complex chronic needs, including homelessness, severe mental illness, and substance use disorder.

Our Values

• Lead with integrity: We keep our commitments and take responsibility for our actions. We are dependable and choose authenticity over perfection.
• Embrace challenges: We leave our egos at the door and step forward into discomfort instead of back into safety. We help each other to learn and provide feedback using candor and kindness.
• Break through walls: We go the extra mile for our patients, partners and one another, and we run toward hard things. We are resilient in our push for consistent improvement and challenge the status quo.
• Act beyond yourself: We build each other up and respect boundaries. We seek first to understand and assume positive intent.
• Care comes first: We hold ourselves to the highest standards for our patients. We are relentless in the pursuit of our mission, and ensure that we are taking care of ourselves in order to care for others.

Because We Value You

• Competitive salary: $185,000 - $215,000
• Equity compensation package
• Medical, dental & vision with HSA/FSA and company HSA contribution
• Remote-first with equipment and $100/mo home office stipend
• Flexible PTO and 12 paid holidays
• 100% company-paid life, disability & AD&D
• Backup childcare, caregiver concierge, and financial guidance resources

Pair Team is an Equal Opportunity Employer. At Pair Team, we value diversity and strive to provide an inclusive environment for all applicants and employees. All applicants will be considered without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, marital status, age, disability, political affiliation, military service, genetic information, or any other characteristic covered by federal, state, or local law.

Pair Team participates in E-Verify to verify employment eligibility for new hires.

Any offer of employment at Pair Team is conditioned upon passing a pre-employment background check. Following a conditional job offer, candidates will undergo comprehensive employment background checks, including; criminal history, reference checks, and driving records if a role requires vehicle use.

We do not conduct any TA business outside of our @pairteam.com emails. If you’re ever concerned about spam or fraudulent activity, please reach out to recruiting@pairteam.com.

Note: Please be aware that while we sincerely appreciate your interest, due to the high volume of requests, we’re unable to respond to general position inquiries via email. To apply for a position with us, please submit your application for the role you are interested in. Our team regularly reviews applications and will reach out to candidates whose qualifications align with our current openings listed below. Thank you!

Why join Nextech?

We are a leader in specialty healthcare technology solutions.

We’re committed to hiring and retaining talent, which is why we invest in our employees through competitive pay, a generous bonus structure, great healthcare, a comprehensive wellness program, and many other benefits.

If you are a software engineer, finance or accounting professional, customer support specialist, or a business development expert with a passion for healthcare technology (just to name a few), we want to hear from you.

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics are encouraged to apply. If you are a candidate in need of assistance or an accommodation in the application process, please contact [email protected].

This position is open within all states in the United States except for California.

Job Summary

The Senior FP&A Analyst will play a critical role in driving financial planning, analysis, and business partnering activities.  This position reports directly to the Sr Director, Financial Planning & Analysis and will be responsible for building and maintaining financial and operational business models, analyses and metrics that lead to insightful and accurate business decisions, and supporting financial close and reporting processes.

All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA and other regulations, as appropriate.

Essential Functions

Essential Functions: In addition to working in accordance with appropriate conduct and behavioral standards, specific responsibilities of this role include:

Financial Planning & Analysis:

• Develop and maintain financial models to support budgeting, forecasting, and long-term planning.
• Own and maintain assigned areas of financial models such as select revenue streams, COGS, operating expenses, or workforce management and related operational metrics.
• Analyze financial performance, identify trends, and provide actionable insights to senior management.
• Conduct variance analysis and identify key drivers impacting financial results.
• Conduct financial modeling, financial analysis and valuation support for acquisitions, partnerships, new product development, pricing, long-term contracts and other ad-hoc financial projects
• Prepare monthly, quarterly, and annual financial reports and presentations for executive, board, and private equity investor audiences.
• Continually increase knowledge of and utilization of features of the financial modeling and reporting software.
• Carry out additional duties as assigned based on business need.

Business Partnering:

• Collaborate with business units to understand their financial needs and provide analytical and strategic support.
• Reflect current insights and expected trends into rolling financial forecast models.
• Support decision-making processes by providing financial analysis and insights including budget compliance
• Facilitate cross-functional meetings to increase understanding of business impacts, accounting and reporting for business decisions made by department leaders.

Data Analysis & Tools:

• Utilize data tools such as Power Query and Power BI to efficiently transform and analyze data
• Ensure data accuracy and integrity in all financial analyses and reporting.
• Seek solutions to improving financial close, forecasting, and data analysis processes by introducing tools and automating manual or repeatable work.
• Collaborate with business intelligence colleagues on user requirements to support assigned business units’ financial and operational objectives.

Minimum Requirements

• 3-5+ years of experience in an FP&A or corporate accounting setting in an analytical/reporting role.
• Experience working with corporate budgeting processes and detailed financial models
• Advanced MS Excel and PowerPoint skills
• Demonstrated experience in utilizing data and analytical tools (e.g. Power Query, Power BI, Alteryx, etc.) to improve manual or Excel-based work
• Continuous improvement mindset including solution seeking and personal skills development
• Excellent customer relations skills and ability to communicate effectively with internal customers and stakeholders
• Ability to work cross functionally and build trusted relationships throughout the company
• Extremely organized with the ability to prioritize activities, manage timelines, and effectively deliver results withing a fast-paced environment
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field

Preferred Qualifications

• MBA or relevant graduate degree preferred
• Experience working with private equity stakeholders
• Healthcare IT, SaaS technology or healthcare services industry experience preferred
• NetSuite and Salesforce.com experience preferred
• Experience working with enterprise planning software preferred (e.g. Adaptive, Planful, Anaplan, Pigment, etc.)

Total Rewards

Generous annual bonus opportunity

401(k) with Employer Match

Paid Time Off & Holidays: 40 hours of paid personal time beginning January 1st of each year; 15 days of accrued PTO (increasing with years of service)

11 paid holidays

Your Day Your Way - Celebrate a day of cultural or social significance to you

Access to Linkedin Learning courses for professional development

Insurance: Choice of Medical, Dental, and Vision plans

Health Savings Account with employer match

Flexible Spending Account

100% Company-Paid Parental leave (After 6 months with the company)

Company-Paid Life Insurance and Short/Long Term Disability Insurance

Nextech Luminary Peer Recognition Program

Wellness Programs

Employee Assistance Program with free counseling sessions available

Corporate Discounts on Retail, Travel, and Entertainment

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.