Senior Financial Planning Analyst (San Francisco, CA) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Collectly · 10 hours ago

Senior Financial Planning Analyst (San Francisco, CA)

positionSan Francisco, California
timeFull-time
remoteHybrid
senioritySenior Level
money$150K/yr - $180K/yr
date5+ years exp

Collectly is a fast-growing healthcare tech startup transforming the U.S. healthcare market through AI-driven innovation. The Senior FP&A Expert will take ownership of planning and reporting, working with senior leadership to identify key drivers for expansion and drive efficiency across Collectly.

BillingElectronic Health Record (EHR)Financial ServicesHealth Care

Responsibilities

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 (MBR) and provide detailed performance narratives
Execute ad-hoc financial analysis and special strategic projects as required

Qualification

Financial modelingB2B SaaS experienceFinancial statements knowledgeExcel skillsCommunication skillsAnalytical mindsetBusiness acumenWork independently

Required

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

Benefits

Unlimited PTO
Comprehensive Health Coverage
Equity Opportunities
Retirement Planning Made Easy
Student Loan Support

Company

Collectly

twittertwittertwitter
company-logo
Collectly helps healthcare organizations increase collections, automate billing operations, and elevate the patient financial experience.
dateFounded in 2017
location
Santa Monica, California, USA
people-size51-200 employees
web-link
http://collectly.co

Funding

Current Stage
Growth Stage
Total Funding
$33.9M
Key Investors
Sapphire VenturesTMT InvestmentsGoAhead Ventures
2023-07-20Series A· $29M
2021-09-16Series Unknown· $3M
2017-03-27Seed· $1.9M

Leadership Team

leader-logo
Levon Brutyan
CEO & Co-Founder
linkedin

Recent News

PR Newswire
Collectly Expands End-to-End AI-Powered Patient Financial Experience with Launch of Billie, AI Agent for Eligibility & Benefits
2025-10-31
Built In
How Women in SF Tech Are Building Stronger Pathways to Leadership
2025-10-28
Sapphire Ventures
Taking the Pain out of Patient Payments: Why We’re Excited to Lead Collectly’s Series A
2024-12-03
Company data provided by crunchbase