Financial Analyst

🕒 July 27

🇺🇸 United States – Remote

💵 $80k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 14%

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Logo of Onward

Onward

11 - 50 employees

Founded 2021

🏥 Healthcare

🚗 Transport

☁️ SaaS

Healthcare • Transport • SaaS

Onward is a healthcare-focused transportation company that provides both software and operated services to coordinate and deliver assisted rides. The company offers a transportation management SaaS platform that lets hospitals, health systems, PACE programs, senior living communities, VA healthcare, transit agencies, and health plans order, track, and manage healthcare transportation (including integration with EHRs). Onward also operates Companion Rides, a Door-Through-Door℠ assisted rideshare service with trained Companion Drivers who provide door-through-door support for patients and riders, and builds and manages networks of transportation partners to reduce clinic no-shows, speed discharges, and cut transportation coordination time.

📋 Description

• Develop and maintain financial models for forecasting, budgeting, and strategic planning • Analyze trends, KPIs, and operational data to identify opportunities and mitigate risks • Partner with department leaders on budgets, performance tracking, and actionable improvements • Own and manage AI workflows for end-to-end invoicing and customer billing • Provide invoices and required reporting for grants and specialty programs • Resolve billing issues and improve payment timelines with stakeholders • Manage and optimize provider network payment processes, including disbursements, costs, and contract compliance • Track and reconcile outstanding invoices and payments • Drive month-end and quarter-end reporting processes • Identify financial workflow inefficiencies and propose scalable solutions • Support implementation and optimization of financial systems and tools • Perform scenario analyses and what-if modeling for pricing, investments, and new opportunities • Prepare board meeting, investor update, and presentation materials • Provide financial insights supporting organizational decisions and company goals • Develop Power BI dashboards and visualizations • Monitor industry trends and market dynamics to contextualize financial results and projections

🎯 Requirements

• At least 3 years of experience in financial analysis or FP&A • Experience managing invoicing or payments within healthcare or transportation sectors highly valued • Experience in high-growth startup environments valued • Expert proficiency in Power BI • Advanced Excel modeling skills • SQL skills • Hands-on experience with QuickBooks • Experience with AI-driven workflow automation • Experience with systems facilitating complex billing and payment operations • Deep understanding of SaaS financial structures and subscription pricing • Familiarity with payment nuances of PACE organizations or healthcare billing is a significant advantage • Firm grasp of GAAP and standard reporting practices • CPA or CFA designation preferred • Experience overseeing reconciliation processes and optimizing payment workflows and billing systems • Ability to distill complex datasets into strategic insights and operational improvements • Ability to work across departments and with external stakeholders • Meticulous attention to financial data and workflow accuracy • Comfort navigating ambiguity and rapid startup environments

🏖️ Benefits

• Stock Options • Mission-driven work with meaningful impact • High-impact ownership and direct work with company leadership • Career growth in a collaborative, fast-paced startup environment • Dynamic culture valuing innovation, creativity, and purpose

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