Senior Strategic Financial Planning Analyst

The Senior Strategic Financial Planning Analyst  is responsible for working across diverse stakeholders and cross-functional teams to help drive the direction of Bicycle Health's fast-paced growth. This position enables senior leadership to make better business decisions and works closely with them to evaluate, plan, execute, and measure strategic business initiatives. 

Target Pay Range: $110,000-$140,000 - Compensation to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data. 

Benefits: 

• Discretionary PTO + 8.5 days of additional sick time + 10 paid holidays
• Paid parental leave
• 100% Employer Paid Employee Medical, Dental, and Vision Insurance
• Employer Paid STD & LTD
• 401k
• $50 monthly Remote Work Stipend

What you'll do:

Financial Planning and Analysis

• Build and maintain flexible financial models, including revenue and expense details, prepare regional financial reporting, and analyze KPI trends across different markets and service lines.
• Analyze profitability by product, payor mix, and other metrics to identify opportunities for growth and operational improvements.
• Drive the budgeting process, providing functional support on revenue, expense, and headcount planning to budget holders across the organization.
• Maintain rolling and long-range forecast models, including the Income Statement, Balance Sheet, and Cash Flow Statement.
• Partner closely with key business stakeholders to understand detailed drivers of the business, including market-specific drivers, and perform financial analyses to support business decisions.
• Report on and analyze new dimensions of measuring profitability (such as payor and line of business) with a thorough understanding of key revenue, profit, and operational drivers.
• Shape the future of the business through data-driven storytelling, crafting powerful insights that guide leadership decisions.
• Work closely with the accounting team to perform analyses and identify trends.

Strategic Projects and Business Intelligence

• Support the company on special projects, such as new service offerings, market expansion initiatives, and operational efficiency improvements.
• Collaborate with the leadership team to deliver monthly reporting packages and KPI dashboards for presentation to leaders and the Board of Directors.
• Create in-depth analyses to identify strategic and growth opportunities, assess the competitive landscape, and develop business cases.
• Translate operational insights into actionable recommendations by developing and monitoring KPIs to optimize resource allocation and reduce operational bottlenecks.
• Research, analyze, and evaluate acquisition opportunities.
• Develop ad hoc financial models to support strategic initiatives.

Executive Partnership & Reporting

• Collaborate with C-suite leaders to surface critical financial metrics that inform strategic decisions regarding resource allocation, growth initiatives, and risk management.
• Create executive-level analyses that bridge operational performance with financial outcomes.
• Support cross-functional initiatives that require both financial modeling and operational understanding.

What we are looking for:

• Bachelor's degree in Finance, Business, Economics, Accounting, or a related field.
• 4+ years of FP&A or corporate finance experience.
• Ability to work in a small but growing business environment.
• Knowledge of the telemedicine space is highly desirable.
• Experience with healthcare operations or healthcare regional business structures is a plus.
• Advanced underlying Excel knowledge to succeed in a Mac-based Google Sheets/Google Suite environment.
• Experience with Business Intelligence tools such as Looker (knowledge of SQL is a plus).
• Proven ability to produce, manage, and improve complex, dynamic financial models and conduct scenario analyses.
• Exceptional analytical, problem-solving, and business-judgment skills.
• Strong knowledge of Generally Accepted Accounting Principles (GAAP).
• Results-oriented with high attention to detail; able to drive projects from planning to completion with limited oversight.
• Proactive self-starter with low ego, high accountability, and the resilience to own and correct mistakes.
• Demonstrated communication and interpersonal skills to work across diverse stakeholders and cross-functional teams, including senior management and C-suite audiences.
• Flexibility to prioritize and reprioritize deliverables at a moment's notice.
• Comfortable navigating ambiguity, acting with high autonomy, and creating solutions from scratch in a fast-growing startup environment.
• Dedicated, secure remote workspace with high-speed internet and a professional, video-ready setup for frequent client and team meetings.

This is a full-time (40hrs per week) remote position.

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