Financial Data Analyst
$41K-$72K (Glassdoor est.)
CentralReach is a leading provider of end-to-end practice management and clinical solutions that enable applied behavior analysis (ABA) clinicians and educators to produce superior outcomes for people with autism. The company is revolutionizing the ABA space with cutting-edge solutions including precision teaching, clinical data collection, scheduling, billing, learning management, fully digital evidence-based programming and more. Trusted by more than 80,000 clinicians and educators, CentralReach is committed to ongoing product improvement, market-leading industry expertise, world-class client satisfaction, and support of the ABA community to propel industry practitioners into a new era of excellence.

We are looking for a Financial Analyst to join our finance team reporting directly to the FP&A Manager! The ideal candidate will be a self-starter with a desire to complete recurring and ad-hoc tasks with minimal supervision.

The Financial Analyst is a key financial position supporting our fast-growing SaaS business, including an associated revenue cycle management business. Initial responsibilities will focus on providing detailed financial and operational reporting and enhancing/create key performance indicators (“KPI”). This position will report to the FP&A Manager and work closely with other members of our Finance and Business Operations teams, as well as cross-functional areas of the business such as Engineering, Product Management, Sales, Client Operations & Marketing.
What You'll Do:
Assist in developing and tracking SaaS and other relevant business metrics that help drive business success
Develop and maintain financial models, templates and dashboards to track, organize and report on initiatives and key projects, work closely with regional teams to drive for standardized reporting
Prepare reporting materials for presentations
Perform ongoing variance/trend analysis among actual, budget and forecast targets
Assist with in-depth periodic customer analysis including bookings, net expansion, churn and retention
Participate actively in the design, creation and management of high impact financial models
Ensure all off-line reporting reconciles with existing system-based management reporting
Assist with the preparation of detailed budgets and forecasts, including P&L, cash flow, and balance sheet projections on a monthly, quarterly and annual basis
Support process improvement initiatives
Provide ad hoc analysis as needed

What You'll Need:

Bachelor’s Degree required; concentration in Accounting or Finance strongly preferred
3+ years’ experience in a FP&A role; preferably with SaaS / Cloud industry experience, or alternatively investment banking analyst experience
Experience working with BI tools to access different data sources such as ERP, enterprise data warehouses, SQL, data visualization systems (Tableau, Sisense) and business support systems (e.g. Salesforce, NetSuite, Namely)
Experience building dashboards is preferred
Exceptional skills in MS Excel and PowerPoint a must, with ability to comfortably use pivot tables, macros, and importing / manipulating data
Proficient in financial system and other database, strong ability in data mining and analytics
High attention to detail with excellent analytic and research skills
Strong finance acumen and financial analysis skills – including being detail oriented and proficient in building and using complicated data sources
Proven ability to work with large amount of data from different sources, and provide meaningful insights
A highly motivated, proactive and collaborative work ethic, with the ability to independently move projects forward
Positive and upbeat personality to work in a dynamic environment with all levels of management and functions and to proactively anticipate and resolve potential issues
Multitasking skills, act with sense of urgency, ability to work under pressure and meet deadlines
CentralReach was developed for Clinicians by Clinicians. The story of CentralReach begins at an ABA clinic based out of Pompano Beach, Florida. The company’s founder, a practicing Board Certified Behavioral Analyst, was drowning in manual management of her clinic from scheduling staff and filing claims to reporting on clinical data. She decided that there had to be a better way to manage her operations so she could spend more time on what mattered most — working with her clients and patients. To help ABA practices focus on what they do best, CentralReach launched the first iteration of its EHR and practice management platform in 2012.

Today, under the leadership of Chris Sullens, an award-winning CEO in the technology space, CentralReach is committed to their mission of providing cutting-edge technology and services to help clinicians and educators produce superior client and patient outcomes. Already a market leader, CentralReach is expected to grow exponentially through its four core tenets: hire and develop great people; build industry-leading products; provide exceptional service to customers and continuously invest in systems, processes and infrastructure.
We value our employees and offer a robust benefits package including health and dental, paid time off, life insurance, disability coverage and a 401(k) matching. We also provide comprehensive onboarding, ongoing training, mentoring and career pathing to help you develop your career. We pride ourselves on our fun and energetic environment that also provides our employees with a meaningful way to make a difference by helping clinicians produce superior outcomes for children and adults with disabilities.
CentralReach
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CentralReach
