Finance Associate

November 12

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firsthand

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Healthcare Insurance • Wellness

Firsthand is dedicated to transforming care, support, and access for individuals living with serious mental and physical health challenges. Through the shared lived experiences of its team members, the company strives to build trust and deliver better care for those in need, recognizing the value of personal experiences in mental health care. Firsthand offers guidance and support to help individuals navigate their medical, behavioral, and social needs, aiming to break down barriers and stigma associated with mental health.

51 - 200 employees

⚕️ Healthcare Insurance

🧘 Wellness

📋 Description

• Perform rigorous financial planning, analysis, and reporting processes with communications and materials prepared for stakeholders including the board of directors, management team, department leaders, and market leaders • Build and maintain detailed bottoms-up operational and financial forecast models to inform near- and long-term initiatives • Deliver monthly and quarterly reporting and analysis of key business metrics to leaders across the organization, identifying what factors are most relevant to each stakeholder • Drive ad hoc analyses end-to-end to support team members across the organization in making resource allocation decisions • Work with Operations and Clinical teams to set hiring and performance targets for market-level staff and track performance against plan • Assist with financial statement audits, tax reporting, and developing strong internal processes & controls • Shape the future of firsthand’s Finance & Accounting teams by implementing best-in-class systems and processes

🎯 Requirements

• Deep understanding of financial, accounting, and investment concepts and knowledge of U.S. GAAP principles • Strong financial modeling skills (utilizing both Microsoft and Google product suites), with the ability to simplify complex information into clear, actionable insights • Ability to work collaboratively with all levels of employees, management, and outside parties (including consultants, advisors, and customers) • Detail- and output-oriented mindset that can be rigorously applied to both quantitative and qualitative analyses • Ability to summarize and visualize financial and statistical data into meaningful insights for the relevant audience (e.g., management, market leaders) • Strong attention to detail, accuracy, and accountability • Bachelor’s and/or MBA degree in Finance, Accounting, and/or Statistics • CFA and/or CPA preferred • 3+ years of experience in financial services (IB, PE, venture capital) and/or value-based healthcare corporate finance roles • Experience with financial systems and/or business intelligence tools

🏖️ Benefits

• physical and mental health • dental • vision • 401(k) with a match • 16 weeks parental leave for either parent • 15 days/year vacation in your first year (this increases to 20 days/year in your second year and beyond) • supportive and inclusive culture