The Senior Financial Analyst delivers data-driven insights and financial guidance to support business performance across teams, enhancing budgeting and financial reporting processes.
Working for a company like Smile Digital Health means supporting our mandate for #BetterGlobalHealth. We strive towards this goal every day, and the results can be seen in the impact of our innovative health data platform and data management solutions, which are used in over 20 countries. We were #19 on Deloitte's Technology Fast 50 Ranking for 2024!
Smile Digital Health makes it easy for healthcare stakeholders to collect and exchange data with our leading FHIR-based data liberation platform.
At its heart, the Smile platform enables people and organizations to better manage healthcare data. We help generate and liberate structured healthcare data to ensure effective delivery across care teams and health systems bringing #BetterGlobalHealth to patients everyday!
Apply today and find plenty of reasons to SMILE!
Summary:
The Senior Financial Analyst will be instrumental in delivering data-driven insights and financial guidance to drive innovation and scale our mission of transforming healthcare through technology. This role works closely with cross-functional teams including, but not limited to, Revenue Operations, Sales, and Engineering to shape financial planning and influence key decisions that impact business performance.
Responsibilities:
- Drive the budgeting, forecasting, and long-range planning processes across the organization.
- Build and maintain dynamic financial models that support scenario planning, pricing strategy, and resource allocation.
- Analyze operating metrics and KPIs specific to the health tech industry (e.g., CAC, LTV).
- Provide monthly variance analysis (actuals vs. forecast/budget) with actionable insights for senior leadership.
- Present financial reports, dashboards, and executive summaries to internal stakeholders and executive leadership.
- Enhance and automate FP&A processes, reports, and tools to improve forecasting accuracy and efficiency.
- Collaborate with Accounting on month-end close and ensure financial data integrity.
- Help maintain and build out Monthly reporting and Forecasting in our Financial Planning Software (Datarails).
- Comply with the privacy, security and confidentiality policies.
Requirements:
- 5+ years of progressive experience in financial analysis, FP&A, or related roles.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA is a plus).
- Prior work experience in a SaaS Startup required.
- Advanced Excel and financial modeling skills; experience with ERP systems (e.g., NetSuite, SAP, Oracle) and Financial Planning Software (Datarails, Adaptive, Anaplan) preferred.
- Experience in creating Three- Statement Financial Models required.
- Strong analytical, problem-solving, and communication skills.
- Proven ability to synthesize complex data into actionable insights.
- Highly organized and detail-oriented with the ability to manage multiple priorities.
- Strong ability to adapt to changing needs and priorities.
Some of the benefits we offer:
* Remote Work Environment
* Flexible Time Away From Work Policy including PTO, Personal and Sick Days
* Competitive Salary and Health/Medical Benefits
* RRSP/TFSA/401K Employee Contribution
* Life and Disability
* Employee Assistance Program
* FHIR Study Program and Skillsoft Learning
* Super HAPI Fun Club
Smile's core values include respect, inclusion, embracing our differences, and celebrating shared values because our people are the foundation of our success. We are big on creating a sense of belonging and empowering each other to bring our authentic selves to work. We are dedicated to fostering a workplace that values diversity, equity, and inclusion.
We welcome and encourage candidates of all backgrounds to apply. Candidates are encouraged to inform us if they wish to discuss or require accommodations during interviews or while working at Smile.
Top Skills
Adaptive
Anaplan
Datarails
Erp Systems
Excel
Similar Jobs
AdTech • Big Data • Machine Learning • Marketing Tech • Mobile • Software
The Senior Financial Analyst will build financial models, analyze revenue strategies, support M&A due diligence, and provide insights for business decisions.
Top Skills:
ExcelLookerSalesforceTableau
Automotive
The Senior Financial Analyst will develop relationships, support financial forecasting and reporting, and drive operational excellence within Corporate FP&A.
Top Skills:
Excel
Big Data • Food • Hardware • Machine Learning • Retail • Automation • Manufacturing
The role drives the implementation of IL6S, builds capabilities, leads loss analyses, and enhances manufacturing performance through training and coaching.
Top Skills:
Integrated Lean Six SigmaTpm (Total Productive Maintenance)
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
