Job Description:
Turn Financial Insight Into Business Impact
Title: Senior Analyst, GTM Finance (AccessOne)
Team: Finance
Location: Remote US or CA (EST or CST)
Why This Role Exists:
This is a high-impact, highly visible role within Phreesia’s Finance organization, supporting the AccessOne business. As the Senior Analyst, GTM Finance, you’ll serve as a subject matter expert across financial planning, analysis, pricing, and portfolio performance—helping shape strategic decisions through thoughtful financial insights and modeling.
Reporting directly to the Director of FP&A, you’ll partner closely with Deal Desk, Customer Success, Product, and senior leadership across Phreesia. This role is ideal for someone who enjoys solving complex business problems, thrives in a fast-paced environment, and is excited to take ownership of meaningful work with broad visibility across the organization.
What You’ll Spend Your Time Doing:
- Lead financial planning and performance: Own budgeting, forecasting, financial reporting, variance analysis, and long-range planning while delivering insights that inform executive decision-making.
- Build the models behind the business: Develop and maintain sophisticated financial models that support AccessOne's unique business model, portfolio economics, pricing strategy, and scenario planning.
- Drive commercial pricing decisions: Partner with Deal Desk to evaluate complex pricing requests, support custom deal structures, assess financial impact, and help evolve pricing frameworks for new offerings.
- Deliver portfolio and client insights: Monitor financial performance, develop dashboards and recurring analytics, identify trends and risks, and provide actionable recommendations to business partners.
- Influence cross-functional strategy: Collaborate with Finance, Customer Success, Product, and commercial leaders to align financial analysis with business priorities and strategic initiatives.
- Improve how finance operates: Strengthen financial processes, documentation, reporting, and pricing governance while proactively identifying opportunities for continuous improvement.
What Makes You a Great Fit
You will be a great fit if you:
- Have worked in healthcare, healthcare technology, financial services, revenue cycle management, or another analytically rigorous environment.
- Have experience using FP&A platforms such as Adaptive Insights, Workday Financials, or similar tools.
- Are familiar with business intelligence or data visualization tools such as Power BI or Tableau.
- Hold an MBA, CPA, CFA, or FPAC certification.
- Have experience working in a post-acquisition or integration environment.
We Do Have A Few Requirements To Check:
- Bachelor’s degree in Finance, Economics, Business Administration, or a closely related field from an accredited four-year university.
- 3+ years of professional experience in finance, FP&A, pricing analysis, investment banking, corporate finance, or a related analytical finance role.
- Can communicate complex financial concepts clearly to executives and cross-functional stakeholders.
- Have advanced financial modeling skills in Excel- must be able to independently build, audit, and maintain complex, multi-variable models from scratch; pivot tables, dynamic formulas, and scenario modeling
Where You’ll Work:
This is a remote role, with the expectation that you’re based in EST or CST in the US or Canada
Compensation & Rewards
Base Salary: $95,000–$105,000 USD/CAD (depending on experience)
A comprehensive Total Rewards package designed to support your whole life — not just your work.
Who We Are:
At Phreesia, we’re looking for smart and passionate people to help drive our mission of creating a better, more engaging healthcare experience. We’re committed to helping healthcare organizations succeed in an ever-evolving landscape by transforming the way healthcare is delivered. Our SaaS platform digitizes appointment check-in and offers tools to engage patients, improve efficiency, optimize staffing, and enhance clinical care.
Phreesia cares about our employees by providing a diverse and dynamic work environment. We’re a five-time winner of Modern Healthcare Magazine’s Best Places to Work in Healthcare award and we’ve been recognized on the Bloomberg Gender Equality Index. We are dedicated to continuously improving our employee experience by launching new programs and initiatives. If you thrive in a culture of recognition, value inclusivity, professional development, and growth opportunities, Phreesia could be a great fit!
Top-rated Employee Benefits:
100% Remote work + home office expense reimbursements
Competitive compensation
Flexible PTO + 8 company holidays
Monthly reimbursement for cell phone + internet + wellness
100% Paid 12-week parental leave to our U.S. employees, as well as a generous parental benefit to our employees in Canada
Variety of insurance coverage for people (and pets!)
Continuing education and professional certification reimbursement
Opportunity to join an Employee Resource Group. Learn more here: https://www.phreesia.com/workforce/
We strive to provide a diverse and inclusive environment and are an equal opportunity employer.
Skills Required
- Bachelor's degree in Finance, Economics, Business Administration, or a closely related field from an accredited four-year university
- 3+ years of professional experience in finance, FP&A, pricing analysis, investment banking, corporate finance, or a related analytical finance role
- Ability to communicate complex financial concepts clearly to executives and cross-functional stakeholders
- Advanced financial modeling skills in Excel, including independently building, auditing, and maintaining complex multi-variable models, pivot tables, dynamic formulas, and scenario modeling
- Experience in healthcare, healthcare technology, financial services, revenue cycle management, or another analytically rigorous environment
- Experience using FP&A platforms such as Adaptive Insights, Workday Financials, or similar tools
- Familiarity with business intelligence or data visualization tools such as Power BI or Tableau
- MBA, CPA, CFA, or FPAC certification
- Experience working in a post-acquisition or integration environment
What We Do
Leading healthcare organizations choose Phreesia to revolutionize their point of service. In medical groups of all sizes, Phreesia’s flexible and scalable platform drives tangible results across administrative, financial and clinical operations so that staff can focus on providing exceptional patient care.
