Senior Financial Analyst

Posted One Month Ago
Hiring Remotely in United States
Remote
Senior level
Healthtech • Pet • Professional Services • Software
The Role
Own internal FP&A, financial modeling, forecasting, budgeting, board reporting, fundraising analysis, unit economics, and KPI reporting. Build customer-facing EBITDA, pricing, revenue recognition, and proposal models for enterprise veterinary networks. Analyze portfolio performance and present financial insights to enterprise CFOs and internal leaders. Partner across Sales, Operations, Product, Engineering, and Finance while maintaining auditable models and reporting in BI tools.
Summary Generated by Built In
Senior Financial Analyst

Finance · Remote (US) · Full-time · Reports to Director of Finance

About Nest

Nest builds care plan infrastructure for veterinary hospitals. Corporate veterinary groups use Nest to run preventive care memberships under their own brand, and we handle what sits underneath: enrollment, recurring billing, analytics, marketing, and seller-of-record compliance.

Care plans change how pets receive care. Pet owners pay a predictable monthly amount, visit more often, and catch problems earlier. Hospitals build steadier revenue and longer client relationships. Our mission is to make that kind of preventive care available to every pet.

About the team

Finance at Nest is led by our Director of Finance and works closely with both founders and with leaders across Sales, Operations, Product, and Engineering. The team owns planning, board and investor reporting, and the financial models behind enterprise sales.

What you'll do

Our financial models have two audiences. Internally, they guide how we plan, hire, and raise capital. Externally, they help a large veterinary network decide whether to partner with us, and the EBITDA lift model and pricing proposal are often what a network's CFO evaluates before signing. You will spend about 70% of your time on FP&A and about 30% on customer-facing modeling. The work rewards people who ask why a number is what it is, can turn a vague question into a structured analysis, and care whether the reader understands the answer. After a year, you will own the operating model, the board package, and the standard enterprise proposal model, and the sales team will bring you into late-stage deals as a matter of course.

Responsibilities

FP&A (about 70%)

  • Maintain and extend the operating model, including the revenue forecast, expenses, cash flow, and runway.

  • Prepare the monthly management report and the board package.

  • Lead model design and variance analysis for the annual budget and reforecasts, working directly with department leads.

  • Track unit economics by segment and by hospital, including acquisition cost, lifetime value, gross margin, and contribution margin.

  • Build investor-ready models, scenario analyses, and data room materials during fundraising.

  • Build and maintain management reporting and self-service dashboards in Sigma.

Customer-facing modeling (about 30%)

  • Maintain the EBITDA lift model and unit economics framework we present to enterprise prospects.

  • Model custom proposals across adoption levels, plan designs, fee structures, and rebates, showing the effect on both the customer's economics and Nest's margins.

  • Model revenue recognition for enterprise customers under ASC 606, including allocation, consumption-based recognition, straight-line amortization, and breakage.

  • Join customer calls when a CFO or procurement team wants to test assumptions on incrementality and ROI.

  • Analyze performance across our live hospitals, including spend lift, visit frequency, cancellations, breakage, and payment capture.

Who you are

We are looking for someone who meets the minimum requirements for this role. If you meet them, we encourage you to apply. Preferred qualifications are a bonus, not a requirement.

Minimum requirements
  • You have 4 or more years in FP&A, investment banking, consulting, or finance at a SaaS or healthcare company.

  • You build financial models that are clean, auditable, and ready to show a board or a customer.

  • You write your own SQL against a warehouse such as BigQuery or Snowflake.

  • You understand SaaS economics, including ARR, retention, CAC, LTV, and payback, and the accounting underneath them.

  • You have presented analysis to senior audiences and handled hard questions about it.

Preferred qualifications
  • Experience with Sigma, Looker, Tableau, or a similar BI tool.

  • Working knowledge of ASC 606 and subscription billing.

  • Experience with Stripe, QuickBooks, or similar billing and accounting systems.

  • Experience at a venture-backed company at seed or Series A.

How we work

Nest is a small, fully remote team. Each person owns outcomes the company depends on, and the scope of most roles grows as the company does. We write decisions down, give direct feedback, and expect problems to be raised early. The work is demanding because hospitals and pet owners rely on it every day, and it suits people who want more ownership than a larger company would offer.

Our hiring process

Our process typically includes a conversation with the hiring manager, a working session based on the actual job, and conversations with the people you would work with most. We will tell you what each stage covers before it starts, and we close the loop with everyone we interview.

Equal opportunity

Nest is an equal opportunity employer. We make hiring decisions based on the work and the person, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic. If you need accommodation during the hiring process, email [email protected].

Skills Required

  • 4-7 years of experience in financial analysis, FP&A, investment banking, consulting, or finance at a SaaS or healthtech company
  • Strong SQL fluency, including writing queries against a data warehouse such as BigQuery or Snowflake
  • Working fluency in at least one BI tool, such as Sigma, Looker, Tableau, or Power BI, with the ability to build and maintain reports
  • Exceptional Excel and financial modeling skills
  • Understanding of SaaS economics, including ARR, retention, LTV, and CAC
  • Familiarity with or willingness to learn revenue recognition principles under ASC 606 and subscription billing mechanics
  • Comfort presenting financial analysis to external audiences, including enterprise CFOs and procurement teams
  • Strong attention to detail and ability to work with large datasets across multiple sources
  • Experience with Sigma
  • Experience with Stripe, QuickBooks, or similar billing and accounting platforms
  • Curiosity about business drivers and willingness to investigate discrepancies
  • Ability to operate in ambiguity and structure vague analytical problems
  • Ability to create clear, auditable, presentation-ready models and analyses
  • Familiarity with SaaS metrics such as payback, magic number, and rule of 40
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The Company
21 Employees
Year Founded: 2022

What We Do

Nest Veterinary provides a fully-managed care plan platform for veterinary hospitals, offering technology solutions to handle billing, compliance, and reporting, thereby making pet care more accessible and improving health outcomes.

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