Collectly · 3 hours ago
Senior Financial Planning Analyst (San Francisco, CA)
San Francisco, CA
Full-time
Hybrid
Senior Level
$150K/yr - $180K/yr
5+ years expCollectly is a fast-growing healthcare tech startup transforming the U.S. healthcare market through AI-driven innovation. The Senior FP&A Expert will bridge the gap between financial data and business strategy, focusing on planning, reporting, and driving efficiency across the organization.
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
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: 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.
Company
Collectly
Collectly helps healthcare organizations increase collections, automate billing operations, and elevate the patient financial experience.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$33.9MKey Investors
Sapphire VenturesTMT InvestmentsGoAhead Ventures
2023-07-20Series A· $29M
2021-09-16Series Unknown· $3M
2017-03-27Seed· $1.9M
Leadership Team
Levon Brutyan
CEO & Co-Founder
Recent News
2025-10-28
Sapphire Ventures
2024-12-03
Company data provided by crunchbase