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The Senior Financial Planning Analyst develops financial models, collaborates on KPIs, conducts ROI assessments, and prepares financial reports for senior leadership.
About Collectly:
Collectly is a fast-growing healthcare tech startup leading the charge in transforming the U.S. healthcare market through AI-driven innovation. In the U.S., millions of patients interact with healthcare providers daily, navigating a system that often struggles with inefficiencies, administrative burdens, and suboptimal financial experiences.
At the forefront of the AI boom, Collectly is redefining revenue cycle management (RCM) by applying cutting-edge artificial intelligence to automate workflows, streamline billing processes, and create seamless financial experiences. Our solutions are designed to tackle some of the biggest challenges in healthcare: accelerating cash flow, reducing administrative overhead, and elevating the patient experience during critical non-clinical touchpoints.
By simplifying billing for providers and elevating the patient financial experience, Collectly empowers healthcare organizations to thrive in a rapidly evolving healthcare landscape. We empower healthcare providers to focus on what matters most—delivering care.
The Opportunity:
Join us as a Senior FP&A Expert, a pivotal role bridging the gap between financial data and business strategy. You will take full ownership of our planning and reporting cadence while working hands-on with senior leadership. Your focus will be on identifying key drivers for expansion and driving efficiency across Collectly.
Please note: This role is hybrid - candidates located in the San Francisco Bay Area only will be considered.
What You'll Do
- Develop and refine robust financial models to guide strategic decision-making, new ventures, and capital allocation cases.
- Collaborate with department heads to establish and monitor KPIs and operational metrics that fuel business growth.
- Conduct ROI assessments for upcoming product launches, marketing campaigns, and cross-functional investments.
- Prepare high-level financial decks and business review packages for the C-Suite and Board of Directors.
- Manage the delivery of Monthly Business Reviews (MBR) and provide detailed performance narratives.
- Execute ad-hoc financial analysis and special strategic projects as required.
Who You Are
- A Bachelor’s degree in Finance, Accounting, or a related field.
- 5+ years of experience in FP&A.
- Experience in high-growth, venture-backed B2B SaaS companies (Series A, B & C)
- Strong Excel skills and experience with financial modelling.
- Deep understanding of financial statements, forecasting techniques, and B2B SaaS business models
- Great communication skills, including experience presenting to senior leadership and cross-functional stakeholders
- Analytical mindset with strong business acumen, you’re comfortable interpreting the “why” behind the numbers
- Advanced knowledge of the statements and accounting concepts
- The ability to work independently while communicating with team members.
Why You'll Love It Here:
Unlimited PTO: We believe in work-life balance and encourage you to recharge when you need it.
Comprehensive Health Coverage: Fully paid medical, dental, and vision insurance for you and your dependents, because your well-being matters to us.
Equity Opportunities: Share in our success with stock options - your hard work will drive our growth.
Retirement Planning Made Easy: Enjoy a 401(k) with a generous company match to secure your future.
Student Loan Support: We help lighten the load with contributions toward your student loans.
Compensation: $150,000 - $180,000 per year
Top Skills
Excel
Financial Modeling
Collectly San Francisco, California, USA Office
Collectly San Francisco, CA Office
San Francisco, CA, United States, 94104
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