Senior Financial Analyst

At Rectangle Health, we believe that our team members are our most important asset. We grow our team by hiring best-in-class talent. We encourage all employees to contribute their individual talents and ideas to strengthen our team, our brand, and our services. We promote a culture that serves to empower and motivate employees beyond the standard corporate rhetoric one might see on motivational posters. Employees understand their individual roles in serving our customers, and this clarity of purpose encourages high job performance.

The Senior Analyst - Financial Planning & Analysis is an astute problem-solver, who distills complex analytics and business problems into succinct, clear, and actionable insights for the Finance organization at Rectangle Health. You will be responsible for analyzing financial data to provide budget and forecast support, developing, and maintaining dashboards that inform our executives of business performance, focusing on building scalable reporting, models and processes to accommodate business needs as the company grows. You will work closely with the Operations, Sales, and Information Systems teams to ensure data quality and maintain a single version of the truth.

• Competitive health, dental, and vision benefits
• Guardian Hospital Indemnity coverage
• Life & LTD
• 401(k) matching up to 3%

• Prepare budgets and forecasts, variance analyses, long-term planning, risk/opportunity assessments, and periodic/ad hoc reporting with a focus on Payment and SaaS revenue streams.
• Work on corporate projects and initiatives that impact the entire organization.
• Identify areas for revenue improvement.
• Identify and research variances regarding forecast, budget, and prior-year.
• Provide value added financial insights and projections
• Prepare accurate and streamlined month-end reporting packages, financial reports, presentations, and other management needs for internal and external needs.
• Serve as Finance liaison to departments by working closely with them in understanding their business, supporting their initiatives, and general financial inquiries.
• Become astute in and apply as appropriate various business, economic trends, and seasonality.
• Work closely with our data operations team to mine and analyze data to draw valid inferences and build forecasting models
• Manipulate, analyze, and interpret complex data sets and prepare reports for business development needs
• Work closely with Director of FP&A, VP of Finance, Data Team and accounting teams on developing reports, tools, and methods to assist leaders with operational decisions and planning
• Monitor and review data quality; produce and track key performance indicators
• Create data dashboards, graphs, and visualizations
• Analyze operational performance and identify areas to increase efficiency and automation of processes
• Set up and maintain automated data processes

• Bachelor’s degree in business, finance, economics or similar required
• 3+ years of FP&A experience
• Accounting/GAAP and finance background preferred
• Interpersonal and communication skills with the ability to interact with various management levels
• High level of commitment to quality work product and organizational ethics, integrity, and compliance
• Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture.
• Superior problem-solving skills.
• Advanced Excel modeling experience
• Excellent written and verbal communication skills
• Excellent numerical and analytical skills
• Ability to work independently in a rapidly changing environment
• Demonstrated knowledge of forecasting and financial statement analysis
• Experience in healthcare merchant payment services, and/or SaaS software platforms preferred.
• Extensive knowledge of data analysis tools
• Experience with statistical methodologies and data analysis techniques
• Ability to produce clear graphical representations and data visualizations.
• Superior presentation and writing skills
• Knowledge of Salesforce CRM, Tableau, SQL, Power BI and/or FP&A platforms a plus

Rectangle Health, a leading financial technology company, empowers medical, dental and specialty practices with seamless and secure technology to drive revenue by increasing patient payments and streamlining practice management and payment processing. Since 1992, the company’s innovative solutions have reduced administrative burden and rebalanced the ledger for its thousands of healthcare providers in the U.S., reliably processing billions of dollars in payments annually.