Senior Financial Analyst

POSITION SUMMARY

The Senior Financial Analystis a key contributor to Homecare Homebases finance transformation. Reporting to the Director of FP&A this role supports the evolution of HCHBs forecasting planning and performance management capabilities as the company transitions to a modern SaaS business model.

The successful candidate will be highly analytical system-savvy and intellectually curious combining modeling and forecasting expertise with an ability to interpret operational performance connect financial outcomes to business drivers and enable disciplined data-driven decision making. This position offers a unique opportunity to influence how HCHB measures success allocates resources and drives profitable growth.

KEY RESPONSIBILITIES

Transformation & Performance Enablement

• Partner with the Finance leadership to advance HCHBs finance transformation roadmap including Oracle EPMimplementation standardized reporting and enterprise performance dashboards.
• Build and maintain a driver-based rolling forecasting model that integrates revenue expense and capital planning across SaaS and services lines of business.
• Develop deeper scenario and whit-if modeling capabilities to evaluate performance under varying business and market conditions.
• Support analytics for the Saas transition including ARR bridges renewal and retention modeling and migration pacing.
• Help design Balanced Scorecard metrics linking operational KPIs (ARR per FTE NRR retention Rule of 40 NOI growth etc.) to financial outcomes.
• Participate in monthly forecasting and business review cycles ensuring consistency of key metrics across product revenue and cost centers.

Financial Planning Forecasting and Analysis

• Own components of the annual operating plan long-range plan and rolling forecasts with dynamic updates based on latest assumptions and trends.
• Prepare variance analyses scenario models and sensitivity testing to guide leadership decisions.
• Build and maintain complex financial models for pricing product investments and capital project evaluation (ROI IRR payback).
• Implement advance forecasting techniques such as regression modeling cohort analysis and Monte Carlo simulation to strengthen predictability and risk evaluation.
• Development of standardized templates for monthly performance packs and board materials driving consistency and accuracy across FP&A deliverables.
• Partner with accounting during close to ensure forecast alignment accurate accruals and data integrity.

Cross-Functional Business Partnering

• Engage directly with Product Engineering Revenue Operations and G&A leaders to interpret results identify improvement levers and translate operational data into actionable financial insights.
• Collaborate with Product and Engineering on capitalized software tracking and project ROI measurement in alignment with ASC 350-40 guidelines.
• Partner with Sales and Customer Success to analyze revenue retention contraction and churn indicators developing early-warning dashboards and predictive analytics for customer health.
• Serve as a trusted finance liaison who helps functional leaders understand their budgets targets and cost structures.

Continuous Improvement & Systems Optimization

• Support automation and analytic initiatives (Power BI Oracle EPM SmartView) to enhance reporting speed accuracy and self-service
• Streamline forecasting and reporting processes by documenting workflows identifying redundancies and helping establish scalable operating rhythms.
• Support data governance by maintaining clear data lineage and ensuring metric consistency across systems.
• Contribute to continuous FP&A capability building through automation benchmarking and forecasting process improvement across the Hearst Health portfolio.

Qualifications & Experience

• Bachelors degree in Finance Accounting Economics or related field; MBA preferred.
• 47 years of progressive FP&A or corporate finance experience ideally within SaaS healthcare technology or high-growth enterprise environments.
• Advance proficiency in financial modeling rolling forecast creation scenario planning and whit-if analysis.
• Expertise with modern FP&A systems (Oracle EPM SmartView Anaplan Adaptive Power BI).Strong understanding of SaaS metrics (ARR NRR CAC churn lifetime value) and financial frameworks (ROI IRR payback margin analysis).
• Demonstrated ability to manage multiple priorities maintain accuracy under tight deadlines and drive process automation.
• Excellent communication and presentation skills with the ability to simplify complex data for executive audiences.

Core Competencies

• Analytical Rigor: Builds models that drive insight and decision making.
• Strategic Agility: Thrives in a dynamic evolving environment; embraces new tools processes and operating models.
• Business Partnership: Builds credibility and trust with functional leaders through transparency responsiveness and insight.
• Systems Mindset: Leverages technology and automation to scale analytical capability.
• Integrity & Accountability: Upholds the highest standards of accuracy confidentiality and ethical conduct.

About Homecare Homebase

Homecare Homebase (HCHB) a Hearst Health company is the leading provider of enterprise software and solutions for home-based care. Our mission is to empower exceptional care for every patient every time everywhere.

HCHB is transforming its financial and operational capabilities to support a modern SaaS growth strategyone that combines scale innovation and financial discipline. Our **CARES valuesCollaboration Accountability Respect Excellence and Service**guide how we work every day and define the culture of our finance organization: transparent analytical and focused on enabling our teams and customers to succeed.

Compensation & Benefits

• Competitive base salary and annual performance bonus
• Comprehensive medical dental vision and 401(k) with company match
• Flexible hybrid work environment and generous PTO
• Ongoing professional development and continuing education opportunities
• Exposure to Hearst Healths enterprise finance network and career pathways

This position does not provide sponsorship. All applicants should either be US Citizens or Permanent Residents eligible to work in the US without immigration restrictions.