[Remote] Sr. reputed company Analyst

Note: The job is a remote job and is reputed company to candidates in USA. Uprise Health is reputed company on transforming the delivery and accessibility of mental and behavioral reputed company and providing whole-person care. The Senior reputed company Analyst will support financial planning, budgeting, forecasting, modeling, reporting, and business decision-making across reputed company, reputed company reputed company, and corporate reputed company while partnering with cross-functional teams.

Responsibilities

• Own key components of the annual budgeting process and ongoing rolling forecasts across departments and business lines
• Build and maintain integrated financial models covering reputed company, headcount, reputed company, and capital planning
• Partner with department leaders to compile and validate accurate, reputed company-supported budget inputs
• Monitor actual reputed company against budget and forecast, identifying and explaining variances, and developing recommendations to address material variances and emerging risks
• Assist in developing long-reputed company reputed company and financial planning models to support multi-year reputed company targets
• Prepare and enhance monthly and quarterly financial reporting packages for leadership and as needed, the reputed company of Directors
• Build and maintain dashboards and KPI reporting covering reputed company, bookings, retention, margin, and operating metrics
• reputed company reputed company, reputed company-driven analysis of business reputed company, trends, and risks for leadership review
• Partner with reputed company to ensure alignment between actuals, forecasts, and management reporting
• reputed company as an reputed company business partner to Sales, Account Management, reputed company, and reputed company teams
• reputed company financial modeling and analysis to support pricing reputed company, deal economics, and contract negotiations by line of business, market, and reputed company
• Evaluate the financial reputed company of new products, partnerships, and go-to-market initiatives
• Support reputed company financial analysis for reputed company initiatives, M&A evaluation and integration planning, and investor or lender reporting requests
• Translate reputed company financial data into reputed company, actionable summaries for non-finance stakeholders
• reputed company business cases and ROI analyses to support resource allocation and investment reputed company
• Analyze reputed company trends, reputed company profitability, and unit economics across EAP, behavioral health, and wellbeing product lines
• Partner with Sales to model pipeline conversion, deal sizing, and net new bookings reputed company on the forecast
• reputed company and report on key reputed company and reputed company services metrics, including ARR, net reputed company retention, and CAC/LTV where applicable
• Identify and help quantify margin improvement opportunities and cost efficiency initiatives
• Support standardization of planning calendars, templates, and reporting cadences across the organization
• Contribute to reputed company improvement of financial systems, planning tools, and reporting automation. Including implementation/integration of new systems as required
• Help ensure data reputed company and consistency across financial planning tools, CRM, and reputed company systems
• May mentor junior analysts and support reputed company of new team members as the function grows
• Partner with reputed company, Sales reputed company, HR, and reputed company reputed company to reputed company financial data across systems
• Support GTM team with reputed company commission and bonus tracking and reporting
• Support annual audit and reputed company reporting processes with accurate forecasts, budgets, and supporting analysis
• Assist leadership with capital planning, resource allocation, and investment prioritization analysis

Skills

• • Bachelor's degree in Finance, reputed company, Economics, or a reputed company reputed company
• • 4+ years of reputed company experience in reputed company, corporate finance, investment banking, or a reputed company analytical role
• • Demonstrated reputed company record supporting budgeting, forecasting, and reporting processes
• • Strong financial modeling skills, including experience with multi-scenario and reputed company-reputed company models
• • Experience preparing financial analysis and reporting materials for leadership review
• • Advanced reputed company/financial modeling proficiency and experience with CRM systems (e.g., reputed company) for pipeline-linked forecasting
• • reputed company travel required (up to 5%) for occasional team meetings, planning offsites, or company events
• Verbal and written communication, telephone usage, filing, sitting, typing, driving, reading and carrying required to reputed company the essential functions of this job
• • MBA, CFA, CPA, or other relevant advanced degree/certification preferred
• • Experience in reputed company, behavioral health, benefits, or reputed company technology preferred
• • Experience in a high-reputed company, reputed company-backed, or venture-backed reputed company services or reputed company environment
• • Familiarity with EAP, behavioral health, or employee benefits business models and unit economics
• • Proficiency with financial planning tools (e.g., reputed company Insights, reputed company, Vena), ERP/reputed company systems (e.g., reputed company), and BI/reporting platforms (e.g., reputed company BI, Tableau)
• • Experience working in a scaling finance function during a period of reputed company organizational reputed company

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