Senior Financial Analyst

POSITION SUMMARY

The Senior Financial Analyst is a key contributor to Homecare Homebase’s finance transformation. Reporting to the Director of FP&A, this role supports the evolution of HCHB’s forecasting, planning, and performance management capabilities as the company transitions to a modern SaaS business model.

The successful candidate will be highly analytical, system-savvy, and intellectually curious, combining modeling and forecasting expertise with an ability to interpret operational performance, connect financial outcomes to business drivers, and enable disciplined, data-driven decision making. This position offers a unique opportunity to influence how HCHB measures success, allocates resources, and drives profitable growth.

KEY RESPONSIBILITIES

Transformation & Performance Enablement

• Partner with the Finance leadership to advance HCHB’s finance transformation roadmap, including Oracle EPM implementation, standardized reporting, and enterprise performance dashboards.
• Build and maintain a driver-based rolling forecasting model that integrates revenue, expense, and capital planning across SaaS and services lines of business.
• Develop deeper scenario and whit-if modeling capabilities to evaluate performance under varying business and market conditions.
• Support analytics for the Saas transition, including ARR bridges, renewal and retention modeling, and migration pacing.
• Help design Balanced Scorecard metrics linking operational KPIs (ARR per FTE, NRR, retention, Rule of 40, NOI growth, etc.) to financial outcomes.
• Participate in monthly forecasting and business review cycles, ensuring consistency of key metrics across product, revenue, and cost centers.

Financial Planning, Forecasting, and Analysis

• Own components of the annual operating plan, long-range plan, and rolling forecasts with dynamic updates based on latest assumptions and trends. 
• Prepare variance analyses, scenario models, and sensitivity testing to guide leadership decisions.
• Build and maintain complex financial models for pricing, product investments, and capital project evaluation (ROI, IRR, payback).
• Implement advance forecasting techniques such as regression modeling, cohort analysis, and Monte Carlo simulation to strengthen predictability and risk evaluation.
• Development of standardized templates for monthly performance packs and board materials, driving consistency and accuracy across FP&A deliverables.
• Partner with accounting during close to ensure forecast alignment, accurate accruals, and data integrity.

Cross-Functional Business Partnering

• Engage directly with Product, Engineering, Revenue Operations, and G&A leaders to interpret results, identify improvement levers, and translate operational data into actionable financial insights.
• Collaborate with Product and Engineering on capitalized software tracking and project ROI measurement in alignment with ASC 350-40 guidelines.
• Partner with Sales and Customer Success to analyze revenue retention, contraction, and churn indicators, developing early-warning dashboards and predictive analytics for customer health.
• Serve as a trusted finance liaison who helps functional leaders understand their budgets, targets, and cost structures.

Continuous Improvement & Systems Optimization

• Support automation and analytic initiatives (Power BI, Oracle EPM, SmartView) to enhance reporting speed, accuracy, and self-service,
• Streamline forecasting and reporting processes by documenting workflows, identifying redundancies, and helping establish scalable operating rhythms.
• Support data governance by maintaining clear data lineage and ensuring metric consistency across systems.
• Contribute to continuous FP&A capability building through automation, benchmarking, and forecasting process improvement across the Hearst Health portfolio.

Qualifications & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA preferred.
• 4–7 years of progressive FP&A or corporate finance experience, ideally within SaaS, healthcare technology, or high-growth enterprise environments.
• Advance proficiency in financial modeling, rolling forecast creation, scenario planning, a