Senior Financial Analyst, FP&A

Join a team that’s transforming mental healthcare. Founded by psychiatrists, Headlight is more than a company: it’s a movement.

A movement that exists on the front lines of the mental health crisis, transforming the way people access care and the way clinicians deliver it. In order to help people in their time of need and ensure that every person who comes to us has options, we are transparent about our capabilities, treatments, and coverage, we champion innovation, and we leverage our rich data to continuously implement better ways of delivering care.

Our mission is simple but powerful: Improving lives, one session at a time.

Our highly skilled and principled clinical team enjoys autonomy and institutional support so they can put their focus where it should be: on improving patient outcomes. Our clinicians want to do more than help individual clients, so they work to affect the system as a whole, elevating standards of care so that their efforts reverberate far beyond what they could do in private practice.

As the most trusted behavioral health partner in the Western U.S., we’ve established deep relationships that give us unparalleled access, interoperability, and first-priority referrals. This exclusivity, combined with our best-in-class coordinated care and feedback loops, results in superior outcomes and cost savings.

Our services are convenient, accessible, and expert, combining personalized client engagement with advanced technology to enhance, not replace, human connection. Indeed, we hold that human-to-human relationships are indispensable, so from the match to the session to the time between sessions, we provide whole person care so nobody falls through the cracks and there is a brighter path forward for all.

Our Pillars

• Make things easier.
• Forge genuine connections.
• Elevate the standard.

Roles and Responsibilities Financial Reporting & Analysis

• Own weekly and monthly revenue reporting, including KPI tracking and performance analysis.
• Develop and enhance financial dashboards and operational reporting tools.
• Analyze trends in revenue, reimbursement, accounts receivable, customer acquisitions, and provider productivity to identify actionable insights.
• Support the monthly close process and partner with accounting on revenue-related analyses.
• Build and maintain financial models and forecasting tools.
• Partner cross-functionally with operations and leadership to improve financial visibility and support decision-making.
• Lead ad hoc analyses related to growth initiatives, new markets, and strategic projects.
• Support investor reporting and fund raising efforts.

Budgeting & Strategic Finance

• Own annual budgeting, forecasting, and long-range planning processes.
• Develop scenario analyses and financial models to evaluate operational and strategic initiatives.
• Identify opportunities to improve processes, increase automation, and enhance scalability across finance and reporting functions.
• Provide leadership with data-driven insights that support sustainable growth across the organization.
• Help build scalable finance processes and reporting infrastructure to support continued expansion.

Required Qualifications

• 3+ years of experience in finance, accounting, FP&A, investment banking, consulting, or a related analytical role.
• Strong financial modeling and analytical skills.
• Advanced Excel proficiency.
• Solid understanding of accounting principles and financial statements.
• Experience working with large, complex data sets.
• Ability to manage projects and processes with limited oversight.
• Strong communication skills, including the ability to translate financial data into actionable insights.
• Highly independent, detail-oriented, and resourceful, with the ability to balance speed and quality.
• Self-starter with a strong desire to learn and grow in a fast-paced environment.

Preferred Qualifications

• Experience with SQL.
• Experience in healthcare, MSO, or other multi-site service environments.
• Experience with NetSuite or a similar ERP system.
• Experience with BI and reporting tools such as Power BI, Tableau, or Looker.
• Exposure to budgeting, forecasting, and operational finance processes.
• Experience in high-growth or private equity-backed environments.

Benefits

• W2 role with competitive compensation
• Medical, Dental and Vision on the first of the month after employment
• Paid Vacation, Sick, and Holiday time
• Employee Assistance Program (EAP) provides confidential counseling services, resources, and support to help you navigate personal or professional challenges.
• 401(k) plan with company contribution
• Hybrid work schedule
• Opportunity to work in a cutting-edge healthcare technology environment
• Professional development opportunities and training
• Collaborative and supportive work culture
• Impactful role contributing to the enhancement of patient care and healthcare processes

If you need any accommodations for your interview please email HR@headlight.health prior to scheduling.

Not meeting all the requirements? Research indicates that women, communities of color, and historically underrepresented individuals are often hesitant to apply for jobs unless they meet every qualification. We are committed to cultivating a diverse, inclusive, and genuine workplace.

If you're enthusiastic about this position but your previous experience doesn't precisely match every qualification listed, we enthusiastically encourage you to submit your application. You could be the ideal candidate for this role or others!

Headlight is committed to the principles of diversity, equity, and inclusiveness and seeks to create a working environment reflective of this commitment. We seek to provide a diverse clinician base to support the diversity of our clients. Headlight supports and respects diversity of people, culture, and ideas throughout our organization.

Headlight thrives to be a welcoming, diverse and discrimination- and harassment-free workplace.

By applying for this position, you consent to receive future communications from Headlight via email or text regarding this application and related employment opportunities. You may opt-out at anytime by contacting us directly.

Job Postings on Indeed and other job boards may post with total compensation (base + bonus). For the exact base salary range please check our website or our job-site

Skills

Accounting, Accounting Close, Accounts Receivable, Analysis Skills, Automation, Behavioral Health, Budgeting, Business Intelligence, Communication Skills, Consulting, Cross-Functional, Customer Acquisition, Customer Support/Service, Data Sets, Decision Support, Detail Oriented, Diversity, ERP (Enterprise Resource Planning), Employee Assistance Plan, Finance, Financial Analysis, Financial Modeling, Financial Operations, Financial Planning and Analysis (FP&A), Financial Reporting, Financial Statements, Financial Strategy, Financial Trend Analysis, Forecasting, Fundraising, Healthcare, Interoperability, Investment Services, Leadership, Leading Edge Technology, Looker, Marketing Strategy, NetSuite, Operational Audit, Operational Strategy, Operations Processes, Patient Care, Performance Analysis, Performance Metrics, Power BI, Process Improvement, Process Management, Project/Program Management, Psychiatry and Mental Health, Reimbursement, Reporting Dashboards, Revenue Accounting, Revenue Analysis, Revenue/Sales Reporting, SQL (Structured Query Language), Scalable System Development, Standards of Care, Strategic Planning, Tableau, Team Player

About the Company

Headlight