Financial Analyst

Founded in 1983 and headquartered in Chandler, AZ, Raintree is a leading AI-powered EMR and practice management platform built specifically for physical, occupational, speech therapy, and ABA organizations. Powering millions of patient visits across thousands of locations, our award-winning, all-in-one software connects clinical, billing, and operational workflows—reducing administrative complexity and empowering therapy providers to scale with confidence and deliver superior patient care.

Remote U.S. (designated states)

This position is fully remote and may be performed ideally from one of the following U.S. states:
AL, FL, GA, IN, IL, MA, MD, MI, MS, NJ, NC, OK, OH, PA, SC, TN, TX, VA, VT, WI.

We are currently seeking an exceptional Financial Analyst to join our Finance team.

This individual will work closely with the Sr. Financial Analyst, Director of Financial Planning & Analysis, Chief Financial Officer, and the leadership team in developing financial and operational reports, analysis for supporting cross-functional business teams, financial models and the annual budget. This position will help drive the success of the business by providing information, analysis, and recommendations on financial and operational matters to assist in decision-making.

Additionally, this individual will provide analysis and Excel modeling in support of buy-build-partner strategies, including M&A and capital markets projects as needs arise. The role will report to the Director of Financial Planning & Analysis.

• Consolidate and analyze financial data (budgets, income statement forecasts etc) taking into account company’s goals and financial standing
• Prepare monthly and quarterly management reporting and ad hoc analysis as needed
• Perform monthly and quarterly analysis for sales commission compensation
• Work on monthly forecasts and the annual budget process
• Analyze financial results, key performance indicators, and product line profitability
• Maintain order form calculation tools for sales team
• Reconcile transactions by comparing and correcting data
• Maintain critical data tables for financial and operational metrics used to evaluate and report on business performance
• Drive process improvement and policy development initiatives that impact the function
• Work with Product and Partnerships teams to support the creation and building of economic opportunity models for buy-build-partner activities, including driving and validating the size of markets as well as internal revenue, expense and growth assumptions
• Assist in performing fact-finding and data clean-up activities to validate and consolidate sources of truth for data and financial flows

• Must have at least a bachelor’s degree with at least 2-3 years of relevant experience in a SaaS organization
• Must be completely proficient in Google Workspace and Microsoft Office Suite, with advanced proficiency in Microsoft Excel
• Basic foundational experience with MS Power BI, Power Pivot, and DAX is a plus
• Experience with CRM systems, preferably , Staxbill, and Sage Intacct
• Must demonstrate career progression in corporate finance, investment banking, corporate development, or strategy groups
• Working knowledge of GAAP and corporate finance principles

• Ability to manage very large data sets with multiple sources of data
• Great communication skills and ability to present data and analysis to senior management
• Ability to synthesize complex data into concise messages and presentations
• Structured problem solver who can take a project from problem statement to C-level deliverable
• Ability to listen and interpret requirements of internal customers and guide them to…