Finance Analyst at Iterative Health

About the Role

We are seeking a highly motivated Finance Analyst to join our growing team. In this role, you’ll partner closely with the Finance, Accounting and operational teams, as well as cross-functional stakeholders, to support strategic decision-making and optimize financial operations across the business. This is a high-impact role where you’ll gain hands-on experience supporting the financial operations of a rapidly scaling healthcare technology company. You will also play a key role in evolving our financial systems and infrastructure, particularly as we expand our joint venture (JV) partnerships and build for scale.

Responsibilities

• Develop and maintain robust financial models to evaluate revenue performance, key business metrics, and strategic growth initiatives
• Prepare and present monthly reports to key business stakeholders, offering clear insights and transparency into financial performance
• Support the automation and accuracy of reports as the company builds out an EDW and implements Adaptive Insights
• Provide strategic analysis and actionable recommendations to support decision-making across the business
• Enhance forecast accuracy through deep understanding of financial and operational drivers
• Strengthen financial infrastructure and reporting processes to support scalability, efficiency, and accuracy
• Foster strong collaboration between finance and business partners; work closely with operational teams to define department-level KPIs and identify opportunities for performance improvement
• Contribute to high-impact financial initiatives, including board materials, investor communications, and other core finance functions

What We’re Looking For

Required Qualifications

• 2–3 years of experience in investment banking, consulting, or in a corporate finance / FP&A related role at a high-growth startup
• Strong financial modeling, analytical and problem-solving skills, with attention to detail
• Familiarity with accounting principles and financial reporting
• Demonstrated interest in corporate finance and business operations
• Proficiency in Excel and PowerPoint, with strong presentation skills and the ability to communicate financial insights clearly to both technical and non-technical audiences
• Strong written, verbal, and interpersonal communication skills
• Proven ability to work independently and manage cross-functional projects
• High level of ownership and a desire to learn and grow

Preferred Qualifications

• Prior experience with accounting systems (e.g., NetSuite)
• Accounting experience or relevant certification (e.g., working towards CFA certification)