[Remote] Financial Analyst

Note: The job is a remote job and is open to candidates in USA. Onward is dedicated to nurturing wellbeing through its rideshare services and transportation management platform. They are looking for a Financial Analyst to optimize financial operations, support decision-making, and ensure smooth financial systems while collaborating with leadership and cross-functional teams.ResponsibilitiesDevelop and maintain robust financial models to support forecasting, budgeting, and strategic planningAnalyze trends, KPIs, and operational data to identify opportunities and mitigate risksPartner with department leaders to create budgets, track performance, and recommend actionable improvementsOwn and manage AI workflows for end-to-end invoicing workflows, ensuring accuracy and timeliness across all customer billing processesProvide invoices and required reporting for grants and other specialty programsCollaborate with stakeholders to resolve billing issues, improve payment timelines, and maintain strong relationships with customersManage and optimize provider network payment processes, ensuring timely and accurate disbursements while monitoring costs and contract complianceTrack and reconcile outstanding invoices and payments to maintain healthy cash flow and ensure transparencyDrive month-end and quarter-end reporting processes, ensuring timely and accurate financial resultsIdentify inefficiencies in financial workflows and propose solutions to enhance productivity and scalabilitySupport the implementation and optimization of financial systems and tools to manage invoicing and payments effectivelyPerform scenario analyses and what-if modeling to support pricing strategies, investment decisions, and new business opportunitiesAssist leadership in preparing materials for board meetings, investor updates, and other key presentationsProvide financial insights to guide organizational decisions and align operations with company goalsDevelop dashboards and visualizations to communicate financial performance and key metrics to stakeholders using Power BIMonitor industry trends and market dynamics to contextualize financial results and projectionsSkillsYou possess at least 3 years of expertise in financial analysis or FP&AExperience managing invoicing or payments within the healthcare or transportation sectors is highly valued, particularly within high-growth startup environmentsYou are a Power BI expert with advanced Excel modeling and SQL skillsYou have hands-on experience with QuickBooks, AI-driven workflow automation, and systems that facilitate complex billing and payment operationsYou have a deep understanding of SaaS financial structures and subscription pricingFamiliarity with the unique payment nuances of PACE organizations or healthcare billing is a significant advantageYou maintain a firm grasp of GAAP and standard reporting practicesYou bring practical experience in overseeing reconciliation processes and optimizing payment workflows and billing systemsYou have a proven ability to distill intricate data sets into strategic insights and tangible operational improvementsYou excel at working across departments, partnering effectively with operations teams and external stakeholders alikeYou approach financial data and workflow management with a meticulous eye for detail and accuracyYou are comfortable navigating the ambiguity and speed of a rapidly evolving startup landscapeA CPA or CFA designation is preferredBenefitsStock OptionsCompany OverviewOnward provides SAAS + Rides for older adults & people with disabilities, ensuring access to healthcare, social, & daily needs. It was founded in 2021, and is headquartered in Santa Rosa, California, USA, with a workforce of 11-50 employees. Its website is http://www.onwardrides.com.