What You'll Do
- Build the model in collaboration with the founders & own it.
- Develop and refine robust financial models to guide strategic decision-making, new ventures, and capital allocation cases.
- Collaborate with department heads to establish and monitor KPIs and operational metrics that fuel business growth.
- Conduct ROI assessments for upcoming product launches, marketing campaigns, and cross-functional investments.
- Prepare high-level financial decks and business review packages for the C-Suite and Board of Directors.
- Manage the delivery of Monthly Business Reviews (MBR) and provide detailed performance narratives.
- Execute ad-hoc financial analysis and special strategic projects as required.
Who You Are
- A Bachelor’s degree in Finance, Accounting, or a related field.
- 5+ years of experience in FP&A.
- Experience in high-growth, venture-backed B2B SaaS companies (Series A, B & C)
- Strong Excel skills and experience with financial modelling.
- Deep understanding of financial statements, forecasting techniques, and B2B SaaS business models
- Great communication skills, including experience presenting to senior leadership and cross-functional stakeholders
- Analytical mindset with strong business acumen, you’re comfortable interpreting the “why” behind the numbers
- Advanced knowledge of the statements and accounting concepts
- The ability to work independently while communicating with team members.
Collectly Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Collectly and has not been reviewed or approved by Collectly.
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Healthcare Strength — Health coverage is presented as fully paid for medical, dental, and vision, often extending to dependents and even entire families in public benefit listings. This positions healthcare as a standout element of the package for a startup.
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Retirement Support — A 401(k) plan with company match is consistently included, alongside equity, supporting longer-term savings and wealth building. Public benefits descriptions frame this as a core component of total rewards.
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Leave & Time Off Breadth — Unlimited PTO and paid holidays are described across company-controlled and third‑party benefits pages, enabling flexible time away. The emphasis on outcomes over hours signals flexibility in time-off practices.
Collectly Insights
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What We Do
Collectly is a fast-growing healthcare tech startup leading the charge in transforming the U.S. healthcare market through AI-driven innovation. In the U.S., millions of patients interact with healthcare providers daily, navigating a system that often struggles with inefficiencies, administrative burdens, and suboptimal financial experiences. At the forefront of the AI boom, Collectly is redefining revenue cycle management (RCM) by applying cutting-edge artificial intelligence to automate workflows, streamline billing processes, and create seamless financial experiences. Our solutions are designed to tackle some of the biggest challenges in healthcare: accelerating cash flow, reducing administrative overhead, and elevating the patient experience during critical non-clinical touchpoints. By simplifying billing for providers and elevating the patient financial experience, Collectly empowers healthcare organizations to thrive in a rapidly evolving healthcare landscap We empower healthcare providers to focus on what matters most - delivering care.
Why Work With Us
We’re building something big and having a great time doing it. At Collectly, you’ll tackle meaningful work, grow fast, and collaborate with smart people who actually enjoy working together. We’re here to solve healthcare’s toughest challenges and we’re looking for the best of the best to join us.
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