Responsibilities:
- Drive the budgeting, forecasting, and long-range planning processes across the organization.
- Build and maintain dynamic financial models that support scenario planning, pricing strategy, and resource allocation.
- Analyze operating metrics and KPIs specific to the health tech industry (e.g., CAC, LTV).
- Provide monthly variance analysis (actuals vs. forecast/budget) with actionable insights for senior leadership.
- Present financial reports, dashboards, and executive summaries to internal stakeholders and executive leadership.
- Enhance and automate FP&A processes, reports, and tools to improve forecasting accuracy and efficiency.
- Collaborate with Accounting on month-end close and ensure financial data integrity.
- Help maintain and build out Monthly reporting and Forecasting in our Financial Planning Software (Datarails).
- Comply with the privacy, security and confidentiality policies.
Requirements:
- 5+ years of progressive experience in financial analysis, FP&A, or related roles.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA is a plus).
- Prior work experience in a SaaS Startup required.
- Advanced Excel and financial modeling skills; experience with ERP systems (e.g., NetSuite, SAP, Oracle) and Financial Planning Software (Datarails, Adaptive, Anaplan) preferred.
- Experience in creating Three- Statement Financial Models required.
- Strong analytical, problem-solving, and communication skills.
- Proven ability to synthesize complex data into actionable insights.
- Highly organized and detail-oriented with the ability to manage multiple priorities.
- Strong ability to adapt to changing needs and priorities.
Top Skills
What We Do
Smile Digital Health (doing business as Smile CDR Inc.) specializes in delivering fast, secure, compliant data infrastructures as a service to enable and empower interconnectivity for data-intensive sectors such as healthcare. We are a solutions platform helping organizations like governments, researchers, health systems, healthcare providers, and app developers build connected health solutions and products by leveraging our core expertise in health data and HL7 FHIR.
Our flagship product, Smile CDR, is the world’s first FHIR-based clinical data repository (CDR) as a service. Smile CDR is a high performance and secure solution built on the principles of Privacy by Design. Flexibility is a hallmark of the service as it can be hosted in the cloud or on-premises depending on your needs. The design was strongly influenced by real-world experience in both the jurisdictional and organizational setting. Smile CDR provides a rich set of features and capabilities including:
-Multiple FHIR versions
-FHIR Profiles
-Full text indexing of clinical records
-Type ahead search functionality
-FHIR, HL7v2 and custom ETL for data input
-Federated identity and identity provider functionality
-International character locale support
-Terminology services
-Auditing
-Smart on FHIR support
-Rapid deployment
-Extensive administrative tooling
Leveraging more than 40 years of experience in building enterprise-class systems, our team includes experts in building integrated healthcare systems including FHIR-based solutions such as HAPI, e-prescriptions and other e-health solutions. We were motivated by the need to improve upon existing options for sharing health data within and across organizations.
Smile CDR is the maintainer of HAPI FHIR, the prevailing open source reference implementation of FHIR worldwide
