Finance Analyst / Associate

 

Why Charlie Health?

Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they’re met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported.

Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we’re expanding access to meaningful care and driving better outcomes from the comfort of home.

As a rapidly growing organization, we're reaching more communities every day and building a team that’s redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we’d love to meet you.

About the Role

As a Finance Analyst / Associate, you will have the unique opportunity to support Charlie Health’s rapid growth and most important financial and operational decisions with analytical insights and strategic recommendations. Reporting to the Director of FP&A, you will be a key financial thought partner to Charlie Health’s department leaders throughout the organization as you support the Revenue and OpEx budgeting, forecasting, and reporting processes. This is a high impact, highly visible role on the Strategic Finance team, which plays a critical role in shaping Charlie Health’s long-term business strategy, planning, and execution. 

Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way.

Responsibilities

• Contribute to month end close as a key stakeholder to ensure accurate allocation of expenses to departments and timely delivery of financial statements.
• Create budgets, forecasts, and projections supporting individual departments and the overall company.

• Develop reports to track budget vs. actuals and provide visibility to cross-functional business partners and company leadership.

• Apply business judgment and financial models to assist with strategic decision-making related to new initiatives, products, and business opportunities in a fast paced, dynamic environment.

• Support special projects to continuously improve, automate, and scale revenue and cost forecasting and reporting tools, processes, and methodologies.
• Develop automations for operational aspects of the financial planning & analysis processes.
• Support any various other financial activities including M&A, creation of board of directors meeting materials, and other investor reporting materials.

Requirements

• Bachelor's degree in Business, Accounting, Finance, Economics, or a similar subject area preferred.
• 1-4 years of professional experience, ideally in a mix of professional services (e.g., Financial or Management Consulting, Investment Banking, Private Equity) and highly analytical roles at a high growth venture backed company (e.g., Sales or Revenue Operations, Strategic Finance, Strategy, Operations).
• Highly proficient in Excel / Google sheets and PowerPoint / Google slides.
• Experience in building insights from scratch including sourcing, transforming, analyzing, and presenting complex financial and operational data in a simple, easily understandable way.
• Driven self-starter who enjoys rolling up their sleeves and building complex financial models in Excel or similar tools.
• Deep understanding of the 3 main financial statements and how they tie together.
• Excited by the chance to join a high-growth company with the ability to make an immediate impact in a fast-paced, dynamic working environment.
• Good sense of humor. You enjoy the work you do and the people who work with you.
• Work authorized in the United States and native or bilingual English proficiency.
• Located within a 45-minute commute of New York City and able to work 4 days a week out of our New York City office

Benefits

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. #LI-HYBRID

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