Senior FP&A Expert; San Francisco, CA

Position: Senior FP&A Expert (San Francisco, CA)
About Collectly

Collectly is a fast-growing healthcare tech startup leading the charge in transforming the U.S. healthcare market through AI-driven innovation. In the U.S., millions of patients interact with healthcare providers daily, navigating a system that often struggles with inefficiencies, administrative burdens, and suboptimal financial experiences.

In the forefront of the AI boom, Collectly is redefining revenue cycle management (RCM) by applying cutting-edge artificial intelligence to automate workflows, streamline billing processes, and create seamless financial experiences. Our solutions are designed to tackle some of the biggest challenges in healthcare: accelerating cash flow, reducing administrative overhead, and elevating the patient experience during critical non-clinical touchpoints.

By simplifying billing for providers and elevating the patient financial experience, Collectly empowers healthcare organizations to thrive in a rapidly evolving healthcare landscape. We empower healthcare providers to focus on what matters most—delivering care.

The Opportunity

Join us as a Senior FP&A Expert, a pivotal role bridging the gap between financial data and business strategy. You will take full ownership of our planning and reporting cadence while working hands-on with senior leadership. Your focus will be on identifying key drivers for expansion and driving efficiency across Collectly.

Please note:

This role is hybrid - candidates located in the San Francisco Bay Area only will be considered.

What You'll Do

• Develop and refine robust financial models to guide strategic decision-making, new ventures, and capital allocation cases.

• Collaborate with department heads to establish and monitor KPIs and operational metrics that fuel business growth.

• Conduct ROI assessments for upcoming product launches, marketing campaigns, and cross-functional investments.

• Prepare high-level financial decks and business review packages for the C-Suite and Board of Directors.

• Manage the delivery of Monthly Business Reviews (M ) and provide detailed performance narratives.

• Execute ad-hoc financial analysis and special strategic projects as required.

Who You Are

• A Bachelor’s degree in Finance, Accounting, or a related field.

• 5+ years of experience in FP&A.

• Experience in high-growth, venture-backed B2B SaaS companies (Series A, B &

C)

• Strong Excel skills and experience with financial modelling.

• Deep understanding of financial statements, forecasting techniques, and B2B SaaS business models

• Great communication skills, including experience presenting to senior leadership and cross-functional stakeholders

• Analytical mindset with strong business acumen, you’re comfortable interpreting the “why” behind the numbers

• Advanced knowledge of the statements and accounting concepts

• The ability to work independently while communicating with team members.

Compensation: $150,000 - $180,000 per year

Why You’ll Love It Here

• Unlimited PTO:
We believe in work-life balance and encourage you to recharge when you need it.

• Comprehensive Health Coverage:
Fully paid medical, dental, and vision insurance for you and your dependents, because your well-being matters to us.

• Equity Opportunities:
Share in our success with stock options - your hard work will drive our growth.

• Retirement Planning Made Easy:
Enjoy a 401(k) with a generous company match to secure your future.

• Student Loan Support:
We help lighten the load with contributions toward your student loans.

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