Finance Analyst
LifeStance HealthAbout the role
At LifeStance Health, we strive to help individuals, families, and communities with their mental health needs. Everywhere. Every day. It’s a lofty goal; we know. But we make it happen with the best team in mental healthcare.
Thank you for taking the time to explore a career with us. As the fastest growing mental health practice group in the country, now is the perfect time to join our team!
LifeStance Health Values
Belonging: We cultivate a space where everyone can show up as their authentic self.
Empathy: We seek out diverse perspectives and listen to learn without judgment.
Courage: We are all accountable for doing the right thing - even when it's hard - because we know it's worth it.
One Team: We realize our full potential when we work together towards our shared purpose.
ROLE OVERVIEW:
We are seeking a skilled and highly motivated Financial Analyst to join our Corporate FP&A team. As the Financial Analyst, you will play a critical role in supporting the Corporate FP&A Manager and our FP&A department by ensuring efficient coordination, effective communication, and timely completion of key deliverables. This role requires strong organizational skills, attention to detail, and the ability to collaborate with cross-functional teams. This position will also provide financial guidance, reporting, and analytical support to corporate departments along with companywide expenses.
COMPENSATION: $65,000 - $85,000/annually, with additional annual bonus potential
LOCATION: Remote (within the U.S.), with typical working hours aligning with the Pacific Time Zone (PST)
RESPONSIBILITIES:
Planning & Forecasting
Extract and model financial information, analyze and provide meaningful insights to finance leadership and other business partners
Provide financial support to corporate departments including, but not limited to, financial modeling and analysis, variance reporting, and expense management
Prepare and analyze consolidated companywide expense reporting, including monthly variance analysis and reporting to finance leadership
Partner with manager to provide annual planning and subsequent forecast updates to business partners to achieve organizational objectives
Improve visibility, forecasting, and analysis of results and key metrics while advising finance leadership on insights and recommended actions
Deliver timely and robust planning content with meaningful insights
Reporting & Analysis
Prepare clear, accurate and in-depth financial analyses in support of monthly reporting packages, quarterly close materials, and other management reporting cycles
Prepare succinct and clear executive presentations that simplify complex topics, often with time sensitive deliverables
Ensure data integrity and deliver consistent and accurate reporting of finance data across the organization
Create documentation and improve standardization of streamlined planning and reporting templates and processes
Assist in procedures and reporting related to monthly/quarterly/annual close processes
Financial systems/modeling
Support ownership of Planful, the company’s financial planning system, and identify/implement opportunities for enhancing financial models, input templates, data hierarchies, etc.
Apply financial system updates, enhancements, and data integrations.
Compile information from various stakeholders in preparing deliverables that pull data from multiple sources
Teamwork & Collaboration
Cultivate finance/business relationships, which includes learning the business, responding to evolving priorities and understanding the impacts of decisions on key stakeholders
Partner with manager to drive cross-functional alignment on finance processes and planning through collaboration across teams to improve data quality and speed of reporting
Actively seek opportunities to improve tools and processes
Effectively manage numerous projects at a given time in a fast-paced environment
SKILLS & EXPERIENCE:
Bachelor’s degree in accounting, finance, or relevant field required; MBA preferred
Certified Public Accountant license (CPA) or other relevant licenses/certification preferred
2+ years of related work and/or public accounting experience required
Knowledge of corporate finance and accounting principles, laws, and best practices; strong understanding of GAAP, financial statements,
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