Phil, Inc. · 1 day ago

FP&A Associate

San Francisco, CA

Full-time

Remote

Entry, Mid Level

$128K/yr - $148K/yr

3+ years exp

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Responsibilities

Financial Modeling: Maintaining and improving the company’s short term and long term financial models

Key Financial Metrics: Establishing metrics and reporting processes for internal / external stakeholders

Management Reporting: Support the creation and aggregation of materials for executives and Board presentations

Partnership: work across functions and finance stakeholders to drive analysis and reporting across the organization

Process Design & Improvement: Support the design of new processes to improve the quality and productivity of the finance team and business in general

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial ModelingFinancial ReportingP&L ManagementExcelPowerPointGoogle DocsGoogle SheetsGoogle SlidesHealthcare ExperienceRelationship-Building Skills

Required

Bachelor's degree in Finance, Business Administration, or a related field (or equivalent experience)

3 years of progressive experience in investment banking, private equity, and / or corporate / strategic finance. Slight preference toward experience within the healthcare / health-tech sector

Deep understanding of financial reporting and P&L management

Experience preparing and presenting information to key decision-makers

Strong communication (verbal and written), presentation, and relationship-building skills

Advanced proficiency in Excel, PowerPoint and Google Docs / Sheets / Slides

Collaborative working style and demonstrated ability to build strong cross-functional relationships

Willingness to embrace unstructured environments and problems

Intellectual curiosity and desire to learn the FP&A skillset and the health-tech industry