Hearst Health · 7 hours ago
Senior Financial Analyst
Dallas, TX
Full-time
Hybrid
Mid, Senior Level
4+ years expHearst Health is a leading provider of enterprise software and solutions for home-based care. The Senior Financial Analyst will play a crucial role in the finance transformation of Homecare Homebase, focusing on forecasting, planning, and performance management as the company shifts to a modern SaaS business model.
Hospital & Health Care
No H1B
U.S. Citizen Only
Responsibilities
Partner with the Finance leadership to advance HCHB’s finance transformation roadmap, including Oracle EPM implementation, standardized reporting, and enterprise performance dashboards
Build and maintain a driver-based rolling forecasting model that integrates revenue, expense, and capital planning across SaaS and services lines of business
Develop deeper scenario and whit-if modeling capabilities to evaluate performance under varying business and market conditions
Support analytics for the Saas transition, including ARR bridges, renewal and retention modeling, and migration pacing
Help design Balanced Scorecard metrics linking operational KPIs (ARR per FTE, NRR, retention, Rule of 40, NOI growth, etc.) to financial outcomes
Participate in monthly forecasting and business review cycles, ensuring consistency of key metrics across product, revenue, and cost centers
Own components of the annual operating plan, long-range plan, and rolling forecasts with dynamic updates based on latest assumptions and trends
Prepare variance analyses, scenario models, and sensitivity testing to guide leadership decisions
Build and maintain complex financial models for pricing, product investments, and capital project evaluation (ROI, IRR, payback)
Implement advance forecasting techniques such as regression modeling, cohort analysis, and Monte Carlo simulation to strengthen predictability and risk evaluation
Development of standardized templates for monthly performance packs and board materials, driving consistency and accuracy across FP&A deliverables
Partner with accounting during close to ensure forecast alignment, accurate accruals, and data integrity
Engage directly with Product, Engineering, Revenue Operations, and G&A leaders to interpret results, identify improvement levers, and translate operational data into actionable financial insights
Collaborate with Product and Engineering on capitalized software tracking and project ROI measurement in alignment with ASC 350-40 guidelines
Partner with Sales and Customer Success to analyze revenue retention, contraction, and churn indicators, developing early-warning dashboards and predictive analytics for customer health
Serve as a trusted finance liaison who helps functional leaders understand their budgets, targets, and cost structures
Support automation and analytic initiatives (Power BI, Oracle EPM, SmartView) to enhance reporting speed, accuracy, and self-service
Streamline forecasting and reporting processes by documenting workflows, identifying redundancies, and helping establish scalable operating rhythms
Support data governance by maintaining clear data lineage and ensuring metric consistency across systems
Contribute to continuous FP&A capability building through automation, benchmarking, and forecasting process improvement across the Hearst Health portfolio
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field
4–7 years of progressive FP&A or corporate finance experience, ideally within SaaS, healthcare technology, or high-growth enterprise environments
Advance proficiency in financial modeling, rolling forecast creation, scenario planning, and whit-if analysis
Expertise with modern FP&A systems (Oracle EPM, SmartView, Anaplan, Adaptive, Power BI)
Strong understanding of SaaS metrics (ARR, NRR, CAC, churn, lifetime value) and financial frameworks (ROI, IRR, payback, margin analysis)
Demonstrated ability to manage multiple priorities, maintain accuracy under tight deadlines, and drive process automation
Excellent communication and presentation skills with the ability to simplify complex data for executive audiences
Preferred
MBA preferred
Benefits
Competitive base salary and annual performance bonus
Comprehensive medical, dental, vision, and 401(k) with company match
Flexible hybrid work environment and generous PTO
Ongoing professional development and continuing education opportunities
Exposure to Hearst Health’s enterprise finance network and career pathways
Company
Hearst Health
The mission of Hearst Health is to guide healthcare organizations by delivering essential intelligence and software that improve the quality, safety and efficiency of care.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Denielle G. deWynter
Chief Financial Officer & SVP
Company data provided by crunchbase