Onward
Financial Analyst
Remote (United States)
Sponsorship not specified$80k-$100kDetected 16 days ago
SQLData VisualizationFinancial ModelingFinancial AnalysisAccountingForecastingBudgetingExcelQuickBooksFP&ALeadershipCollaborationGAAPTransportation Management
About the role
- We work with healthcare systems, PACE programs, public transportation agencies, and health plans to improve care access, reduce missed appointments, and relieve the burden of caregiving.
- This isn't just about crunching numbers-it's about driving smart decisions, ensuring operational excellence, and contributing directly to Onward's growth.
- You'll work closely with leadership and cross-functional teams to analyze data, model scenarios, and ensure our financial systems are running smoothly.
Responsibilities
- Financial Planning and Analysis Develop and maintain robust financial models to support forecasting, budgeting, and strategic planning.
- Partner with department leaders to create budgets, track performance, and recommend actionable improvements.
- Invoicing and Provider Payment Management Own and manage AI workflows for end-to-end invoicing workflows, ensuring accuracy and timeliness across all customer billing processes.
- Manage and optimize provider network payment processes, ensuring timely and accurate disbursements while monitoring costs and contract compliance.
- Track and reconcile outstanding invoices and payments to maintain healthy cash flow and ensure transparency.
- Operational Excellence Drive month-end and quarter-end reporting processes, ensuring timely and accurate financial results.
- Support the implementation and optimization of financial systems and tools to manage invoicing and payments effectively.
- Strategic Decision Support Perform scenario analyses and what-if modeling to support pricing strategies, investment decisions, and new business opportunities.
- Insights and Reporting Develop dashboards and visualizations to communicate financial performance and key metrics to stakeholders using Power BI.
- Accounting Foundation: You maintain a firm grasp of GAAP and standard reporting practices.
Requirements
- You are a Power BI expert with advanced Excel modeling and SQL skills.
- You have hands-on experience with QuickBooks, AI-driven workflow automation, and systems that facilitate complex billing and payment operations.
- You have a deep understanding of SaaS financial structures and subscription pricing.
- You bring practical experience in overseeing reconciliation processes and optimizing payment workflows and billing systems.
- You have a proven ability to distill intricate data sets into strategic insights and tangible operational improvements.
- Provide invoices and required reporting for grants and other specialty programs.
- Technical Proficiency: You are a Power BI expert with advanced Excel modeling and SQL skills.
- Domain Knowledge: You have a deep understanding of SaaS financial structures and subscription pricing.
- Analytical Mindset: You have a proven ability to distill intricate data sets into strategic insights and tangible operational improvements.
- Agility: You are comfortable navigating the ambiguity and speed of a rapidly evolving startup landscape.
Nice to have
- While not mandatory, a CPA or CFA designation is preferred.
Compensation
- This isn't just about crunching numbers-it's about driving smart decisions, ensuring operational excellence, and contributing directly to Onward's growth.
- You'll work closely with leadership and cross-functional teams to analyze data, model scenarios, and ensure our financial systems are running smoothly.
- In addition to traditional FP&A responsibilities, you'll own and refine invoicing workflows and provider network payment management, making sure we deliver seamless, accurate, and efficient financial transactions for all stakeholders.
- If you thrive in fast-paced environments and love translating financial data into actionable strategies, this role is for you.
- Financial Planning and Analysis Develop and maintain robust financial models to support forecasting, budgeting, and strategic planning.
- Analyze trends, KPIs, and operational data to identify opportunities and mitigate risks.
Benefits
- At Onward, we're nurturing wellbeing - one ride, one visit, one moment of connection at a time.
- Our door-through-door Companion rideshare services and transportation management platform help individuals with mobility and cognitive challenges access healthcare, community resources, and daily essentials.
- Experience managing invoicing or payments within the healthcare or transportation sectors is highly valued, particularly within high-growth startup environments.
- Familiarity with the unique payment nuances of PACE organizations or healthcare billing is a significant advantage.
- $80K-$100K + Stock Options About the role We're searching for a Financial Analyst to help us scale and optimize our financial operations.
Company info
- Take charge of high-impact initiatives and work directly with company leadership.
- Join a dynamic team that values innovation, creativity, and purpose.
- Ready to help shape the future of Onward?
- Apply today and let's build something extraordinary together!
- Collaborate with stakeholders to resolve billing issues, improve payment timelines, and maintain strong relationships with customers.
This listing is sourced directly from Onward's careers page and normalized into a canonical job model.