Senior Analyst, Strategic Finance

About The Role

As a Senior Analyst at Ophelia, you will support the core financial operations of a growing multi-state operation: monthly close, financial reporting, cash and treasury management, internal ROI analysis, and annual planning. You'll report directly to the FP&A Manager and partner with them closely across each of these areas. Strategic Finance is a small team, but this is a fundamentally cross-functional role - you will regularly be working with Operations, Technology, Marketing, and People team leadership on a variety of project types.   

What your first year will look like: You'll take ownership of the parts of close and reporting, build a working understanding of the business through its numbers, and grow into broader ownership of internal ROI analyses to drive company growth.  

Responsibilities:

• Own the recurring components of the monthly close, and work alongside our external accounting partner to hold the close calendar.
• Draft the monthly reporting package, covering total company and state-level P&Ls, variable unit economics, and the leadership financials deck, to drive insight into the health of the business.
• Build and maintain department- and state-level budget versus actual reporting. Work with budget owners across the company to explain variances and raise issues early enough to act on them.
• Prepare external financial deliverables, including board and lender materials 
• Support annual planning and re-forecast cycles, partnering with department leads to collect and consolidate expense budgets
• Run ad hoc internal ROI analyses in collaboration with business partners to help drive company decision-making.

Skills & Competencies:

• 3+ years of experience in FP&A, accounting, or a comparable analytical finance role; with a track record of owning monthly close and reporting cycles. Strong accounting foundation, including accrual concepts and how entries flow through the income statement, balance sheet, and cash flow statement
• Advanced Excel and financial modeling skills. You can build a model from scratch, and audit someone else's, follow the logic, and find the thing that's wrong with it (if any). 
• Stellar communications and stakeholder management with a passion for aligning all participants; able to create strong points of view to achieve Ophelia’s strategy, backed with data.
• Experience in healthcare (ideally digital healthcare), multi-state operations, or another regulated environment; or exposure to claims-based revenue
• Passionate about our mission to make evidence-based addiction treatment universally accessible.
• Direct experience with Netsuite, Claude & Claude for Excel, or a BI tool such as Lightdash is a plus.

Our Benefits Include: 

• Competitive medical, vision, and health insurance (many plans are fully covered for the employee!)
• Start with 20 days (4 weeks) of PTO, increasing to 5 weeks after 2 years and 6 weeks after 5 years of tenure
• 10 company holidays
• Work From Home Stipend
• 401k Contribution Platform
• Additional benefits offered through our benefits provider such as life insurance, short and long term disability, financial wellness, virtual primary care, among others!

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