Financial Analyst

3 weeks ago


Boston, United States Medisafe Full time

ABOUT US Medisafe is the world’s leading Medication Engagement Platform, empowering patients to seamlessly manage their treatment journey. We have over 12 million registered patients worldwide, and partner with healthcare organizations across the healthcare ecosystem to design treatment-based programs for patients, delivering proven results. The Medisafe team includes over 70 team members, across two global locations – Israel and the US. We are currently looking for a

Financial Analyst

to join our US team in the Boston area. ABOUT THE ROLE: Medisafe is looking for a Financial Analyst with enterprise software / SaaS experience primarily focused on FP&A activities, period-end accounting duties and related reporting and analysis, commissions tracking, calculation, and reporting. The Financial Analyst will also cross-train with Operations Manager for coverage and to develop task-related enhancements and efficiencies. RESPONSIBILITIES: Working closely with Chief Financial Officer, Corporate Accounting Manager and Operations Manager, you will be responsible for the following monthly, quarterly, and annual tasks: Monthly

responsibilities include: Maintain accurate financial model with 3 year’s actuals and 2 year’s forecast. Review Sales Contract/Statements of Work with Sales and Partner Success, and related data entry. Maintain financial model integrity including:

Revenue Recognition ARR calculation and reconciliation Invoicing, Collections, Credits/Adjustments, Tracking renewals

Budget vs. Actual Tracking. Schedule/attend departmental meetings with leadership focused on Bookings, ARR, Spend versus Budget and Forecast. Bank compliance reporting. Ad hoc reporting for all departments. Support/assist Corporate Accounting Manager with the following:

Commissions calculations and reporting Journal Entry preparation, reconciliation for:

Revenue PTO, Vacation and Bonus Accrual (U.S. and IL) Commissions Accrual IAP (Apple, Google) revenue Miscellaneous Accounting tasks

Support/Assist Operations Manager with the following including:

Revenue File Tracking and related tasks Invoicing, Collections Expense Reports Credit Card Reconciliation

Quarterly

Reporting and Analysis including: Board meeting and slide deck preparation and related variance analysis. Investor reporting Annual

Reporting and Analysis including: Work with the CFO and Leadership to prepare the Annual Budget Support Corporate Accounting Manager with year-end audit, tax, transfer pricing and 409A preparation. IDEAL CANDIDATES: Education/Experience Undergraduate bachelor’s degree in finance, accounting or business. Minimum 5 years’ experience within a corporate finance department, including both FP&A and Staff Accounting (G/L, Invoicing, A/P, A/R, journal entries, reconciliations, etc.) Experience with enterprise software and/or SaaS companies. Good working knowledge of accounting and related concepts. Excellent Excel skills, including knowledge of complex formulas (WHAT IF, EDATE, INDEX, VLOOKUP, Filtering, Pivot Tables, etc.), Word, Adobe and overall PC skills. Previous Commissions administration and calculation experience. Attention to detail, ability to multi-task, meet deadlines. Excellent communication, writing and interpersonal skills, as well as being able to interact professionally with inter-departmental peers, managers, and executive leadership. Ability to work remotely with a minimal amount of supervision. In-office attendance, once a week at minimum, required. Highly professional, with excellent judgment, and ability to handle sensitive and confidential information. BENEFITS: Compensation will depend on skills and experience. Medisafe offers a comprehensive, high-quality benefits program which includes medical, dental, and vision care, Life Insurance, Short and Long Terms Disability plans, retirement plans, Parental Leave and other benefits to its employees. We focus our attention, time, and energy on improving the lives of millions of people prescribed daily medications. EQUAL OPPORTUNITY EMPLOYER: Because we are on a mission to connect patients to the support they need, we believe it’s essential to reflect the diversity of those we wish to serve. We’re an equal opportunity employer dedicated to building a culturally and experientially diverse and balanced team.

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