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Corporate Finance Analyst
2 months ago
At Trella Health, we are dedicated to transforming healthcare through our innovative solutions. As we expand our operations, we are seeking a skilled Financial Analyst to support our financial initiatives.
Your Role:
As a Financial Analyst, you will play a crucial role in our Finance & Accounting team. Your responsibilities will include:
- Conducting comprehensive analysis of financial and business data to assess the company's financial health.
- Preparing the annual budget and updated forecasts by gathering, analyzing, and consolidating financial information.
- Developing a dynamic three-year financial model to facilitate strategic decision-making.
- Monitoring key performance indicators (KPIs) and notifying stakeholders of any significant deviations.
- Assisting in the preparation of monthly and quarterly presentations for the Board of Directors.
- Creating processes to evaluate product profitability and identify areas for enhancement.
- Supporting special projects and assignments as needed.
Qualifications:
This position may be a great fit for you if you possess:
- A Bachelor's Degree in Finance, Accounting, or Statistics.
- 2-4 years of relevant experience as a financial analyst, ideally in a SaaS or technology environment.
- Strong analytical and problem-solving abilities, with advanced proficiency in Microsoft Excel (e.g., VLOOKUP, pivot tables).
- A solid understanding of Salesforce.
- Experience with Quickbooks and Maxio (SaasOptics) is preferred.
- Exceptional organizational skills and a results-driven mindset, capable of managing tight deadlines and multiple priorities.
- A self-motivated, detail-oriented approach with the ability to work independently and collaboratively.
- Strong verbal and written communication skills.
About Trella Health:
Trella Health is a leader in providing actionable market intelligence to post-acute care and value-based care providers. Our advanced analytics, combined with CRM and EHR integration workflows, position us as a premier sales enablement platform in the post-acute care sector.
We are proud to have a diverse team that reflects our commitment to trust, transparency, and inclusion. Our collaborative culture ensures that every team member can thrive and contribute to our mission.
Benefits:
We offer a competitive salary and a comprehensive benefits package, including:
- Health, Dental, and Vision Insurance
- 401k Retirement Savings Plan
- Unlimited Paid Time Off
- Flexible Work Hours
- Equity Shares
At Trella Health, we are committed to fostering a positive work environment that supports the well-being and growth of our team members.
