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Charlie Health · 1 month ago

Senior Analyst/Associate

New York, NY

Full-time

Onsite

Mid, Senior Level

$91K/yr - $134K/yr

2+ years exp

Charlie Health is a rapidly growing organization focused on connecting individuals to life-saving behavioral health treatment. The Senior Analyst/Associate will support the CEO and Chief of Staff by combining project management with data analysis to drive the organization’s priorities and ensure effective execution of critical initiatives.

Health Care

Responsibilities

Build and maintain dashboards, models, and reporting that highlight business performance and emerging trends

Analyze core metrics to identify inflections, risks, and opportunities, then translate findings into clear insights for the CEO and Chief of Staff

Partner with analytics and operational leaders to ensure reporting is accurate, consistent, and reflective of the company’s priorities

Contribute to monthly/quarterly reviews, CEO summaries, and data-driven narrative updates

Manage cross-functional projects end-to-end, ensuring clarity of scope, timelines, milestones, and expected outcomes

Track CEO- and Chief of Staff-led initiatives, keeping deliverables on pace and escalating risks with proactive solutions

Build project plans, trackers, and operating systems that keep workstreams aligned and moving quickly

Support execution of company operating rhythms including OKRs, planning cycles, leadership offsites, and executive meetings

Coordinate with senior leaders to ensure alignment, follow-through, and accountability on high-priority deliverables

Prepare materials for executive team meetings, management meetings, and CEO prep sessions

Support the Chief of Staff in translating the CEO’s priorities into clear communication, action items, and structured follow-ups

Help ensure the right information flows between teams at the right time to enable fast, high-quality decision-making

Draft clean, structured memos, presentations, and summaries for CEO use internally and externally

Manage preparations for company wide all-hands

Prepare briefing materials for meetings, synthesize discussions, and document next steps with precision

Operate with exceptional attention to detail - every document should be final-quality

Qualification

KPI TrackingData AnalysisAdvanced ExcelProject ManagementSQL/TableauPowerPoint/Google SlidesTeam CoordinationWritten CommunicationVerbal CommunicationAttention to Detail

Required

2–5 years of experience in investment banking, consulting, private equity, corporate strategy, or an analytical operating role

High performer with meaningful ownership experience, such as managing complex processes, coordinating across teams, or leading workstreams in demanding environments

Strong analytical skills with the ability to build models, dashboards, and structured recommendations; advanced Excel required, SQL/Tableau a plus

Strong slide-building and presentation skills (PowerPoint/Google Slides); healthcare analytics experience is a plus

Proven project management skills: organized, deadline-driven, and able to manage multiple workstreams simultaneously

Meticulous attention to detail and a commitment to producing high-quality work

High degree of initiative and independence, with the ability to drive work forward in a fast-paced, ambiguous environment

Excellent written and verbal communication, with the ability to distill complexity into clarity

Operates well under pressure and works effectively with tight timelines

Deep alignment with Charlie Health's mission and a desire to contribute to meaningful work

Located within 45 minutes of NYC and able to work 4+ days/week in office