Finance Analyst / Associate
Finance Analyst / Associate
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Job Description
Why Charlie Health
We are currently facing a nationwide mental health epidemic marked by rising rates of depression anxiety trauma substance use disorders and suicide. At the same time those seeking help often encounter barrierswhether geographic financial or systemicthat prevent them from receiving timely and effective care. This urgent need calls for a reimagined approach to behavioral health treatment.
At Charlie Health our mission is to connect the world to lifesaving mental health treatment. Our innovative virtual programs combine curated group sessions individual therapy and family therapy delivered through personalized evidencebased treatment plans designed for sustainable healing from the comfort of home. By connecting individuals with shared experiences and fostering supportive communities Charlie Health provides a pathway to longterm recovery with over 90% of our clients seeing improvement in their most challenging mental health symptoms.
Every member of our team shares a deep commitment to this mission. If youre driven to make a meaningful impact we invite you to join us in reshaping the future of mental healthcare.
About the Role
As a Finance Analyst / Associate you will have the unique opportunity to support Charlie Healths rapid growth and most important financial and operational decisions with analytical insights and strategic recommendations. Reporting to the Director of FP&A you will be a key financial thought partner to Charlie Healths department leaders throughout the organization as you support the Revenue and OpEx budgeting forecasting and reporting processes. This is a high impact highly visible role on the Strategic Finance team which plays a critical role in shaping Charlie Healths longterm business strategy planning and execution.
Our team is comprised of passionate forwardthinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing lifesaving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way.
Responsibilities
- Contribute to month end close as a key stakeholder to ensure accurate allocation of expenses to departments and timely delivery of financial statements.
- Create budgets forecasts and projections supporting individual departments and the overall company.
- Develop reports to track budget vs. actuals and provide visibility to crossfunctional business partners and company leadership.
- Apply business judgment and financial models to assist with strategic decisionmaking related to new initiatives products and business opportunities in a fast paced dynamic environment.
- Support special projects to continuously improve automate and scale revenue and cost forecasting and reporting tools processes and methodologies.
- Develop automations for operational aspects of the financial planning & analysis processes.
- Support any various other financial activities including M&A creation of board of directors meeting materials and other investor reporting materials.
Requirements
- Bachelors degree in Business Accounting Finance Economics or a similar subject area preferred.
- 14 years of professional experience ideally in a mix of professional services (e.g. Financial or Management Consulting Investment Banking Private Equity) and highly analytical roles at a high growth venture backed company (e.g. Sales or Revenue Operations Strategic Finance Strategy Operations).
- Highly proficient in Excel / Google sheets and PowerPoint / Google slides.
- Experience in building insights from scratch including sourcing transforming analyzing and presenting complex financial and operational data in a simple easily understandable way.
- Driven selfstarter who enjoys rolling up their sleeves and building complex financial models in Excel or similar tools.
- Deep understanding of the 3 main financial statements and how they tie together.
- Excited by the chance to join a highgrowth company with the ability to make an immediate impact in a fastpaced dynamic working environment.
- Good sense of humor. You enjoy the work you do and the people who work with you.
- Work authorized in the United States and native or bilingual English proficiency.
- Able to work a hybrid schedule of 4 days/week in our NYC office and located within 75 minutes commuting distance of the office.
Benefits
Charlie Health is pleased to offer comprehensive benefits to all fulltime exempt employees. Read more about our benefits here. #LIHYBRID
Our Values
- Connection: Care deeply & inspire hope.
- We care personally about every single person in the Charlie Health ecosystem: our clients providers and team members alike.
- We inspire hope with every interaction reminding our clients that we truly and unconditionally believe in them.
- Congruence: Stay curious & heed the evidence.
- We ask why five times before were satisfied with the answer. We dont stick to the status quo; we challenge our assumptions and remain humble.
- Above all were resultsoriented. When we find data that calls our original plan into question we modify or pivot.
- Commitment: Act with urgency & dont give up.
- We work as swiftly as possible. The mental health crisis is relentless and so are we.
- Our clients dont give up and neither do we. Persistence is our superpower.
Please do not call our public clinical admissions line in regard to this or any other job posting.
Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health please go directly to our Careers Page: Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @ email addresses. Legitimate emails will never originate from or other commercial email services.
Recruiting agencies please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner and we will not pay any fee associated with unsolicited referrals.
At Charlie Health we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people.
Charlie Health applicants are assessed solely on their qualifications for the role without regard to disability or need for accommodation.
By submitting your application you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help reply HELP.
Required Experience:
IC
Employment Type
Full Time
