Senior Financial Analyst, FP&A

Touch Care is redefining how employees navigate healthcare and benefits through a high-touch healthcare concierge experience. We help members simplify insurance, billing, provider coordination, and healthcare decision-making while delivering measurable value to employers and health plan partners.

As we continue scaling nationally, we are building a high-performing, entrepreneurial team within a fast-growing, mission-driven organization. This is an opportunity to join an up-and-coming company at an exciting stage of growth where employees can make an immediate impact, work directly with leadership, and accelerate their careers.

We are seeking a highly analytical, business-minded Financial Analyst, FP&A to support financial planning, forecasting, operational reporting, and strategic analysis across the organization.

This role is ideal for an ambitious analyst who is excited by:

• Builder-stage companies
• Career acceleration opportunities
• Cross-functional business exposure
• The opportunity to help shape scalable finance infrastructure

You will work closely with Finance leadership, executive leadership, and operational stakeholders to help drive data-backed decision-making and support the next phase of company growth.

This is not a “back-office” finance role, we are looking for someone who wants to operate as a strategic business partner within a collaborative, fast-moving environment.

• Support annual budgeting, quarterly forecasting, and long-range financial planning
• Build and maintain financial models related to revenue, headcount, operational spend, and growth initiatives
• Track, analyze, and report on key financial and operational KPIs
• Assist with scenario planning and business forecasting

• Partner cross-functionally with Sales, Marketing, Operations, and Finance leadership
• Analyze business performance trends and provide actionable insights
• Support evaluation of growth initiatives, investments, and operational strategies
• Help leadership understand the business drivers behind company performance

• Prepare monthly and quarterly reporting packages for senior leadership
• Build dashboards and reporting tools that improve business visibility
• Translate complex financial and operational data into concise recommendations
• Gain direct exposure to strategic discussions and executive decision-making

• Improve FP&A processes, workflows, and reporting efficiencies
• Support optimization of financial systems and business intelligence tools
• Contribute to scalable operational infrastructure as the company grows
• Help strengthen reporting accuracy, automation, and business analytics capabilities

• 2–6+ years of experience in FP&A, finance, consulting, accounting, banking, or analytical business roles
• Strong financial modeling and analytical capabilities with advanced Excel proficiency
• Naturally curious with a desire to understand how the business operates beyond the numbers
• Thrives in fast-paced, evolving, entrepreneurial environments
• Excited by growth-stage companies and the opportunity to help build processes and infrastructure
• Strong communicator with the ability to work directly with leadership and cross-functional teams
• Highly organized, proactive, and detail-oriented
• Motivated by ownership, visibility, and long-term career growth

• Experience in healthcare, benefits, healthcare advocacy, SaaS, or subscription-based businesses
• Exposure to SaaS and operational metrics including CAC, LTV, pipeline forecasting, and revenue analytics
• Experience with Net Suite, Salesforce, Power BI, Looker, Tableau, or other BI/reporting platforms

This is a strong opportunity for someone looking to grow quickly within a scaling organization and gain meaningful exposure to executive leadership and strategic decision-making.

Join a company entering an exciting growth phase where finance is becoming increasingly strategic to the organization. Your work will directly influence operational and business decisions.

You will work closely with leadership across Finance, Operations, Sales, and Marketing while helping build scalable reporting and planning infrastructure.

We value ambitious, collaborative team members who enjoy solving problems, building processes, and operating with a high degree of ownership.

• Competitive base salary commensurate with experience
• Direct exposure to executive leadership
• Significant opportunity for advancement and professional growth
• Collaborative and entrepreneurial culture
• Flexible benefits package
• Opportunity to make a measurable impact within a rapidly growing healthcare technology company