
Job Overview
Location
US Remote
Job Type
Full-time
Category
Finance
Date Posted
August 8, 2026
Full Job Description
š Description
- ⢠Own your portfolio: forecasting, reporting & insights
- ⢠Serve as the primary point of contact for all forecasting and financial-performance questions across your portfolio of clinics.
- ⢠Build and maintain clinic-level projections; prepare monthly reporting with variance analysis and commentary that gives practice owners clear visibility into performance and opportunities.
- ⢠Identify the key drivers of utilization, revenue, and cost across your portfolio; surface trends, anomalies, and risks ā and turn them into insights people act on.
- ⢠Practice-owner payments
- ⢠Produce and own the recurring practice-owner payment calculations and payment runs, ensuring accuracy and on-time delivery.
- ⢠Reconcile owner payments to clinic P&L performance and underlying revenue/collections data; investigate and resolve discrepancies.
- ⢠Document and standardize the payment methodology so it scales as new clinics onboard.
- ⢠Gross margin & COGS optimization
- ⢠Analyze gross margin and COGS at the clinic and service-line level ā staffing utilization, cost structure, COGS cleanup ā to identify efficiency opportunities for your portfolio.
- ⢠Quantify the margin impact of proposed changes and track realized improvement.
- ⢠Business partnering
- ⢠Partner closely with Practice Success Managers to drill deeper into clinic analysis and jointly own clinic outcomes.
- ⢠Act as a trusted financial advisor to independent practice owners; explain financial concepts in plain language.
- ⢠Influence without authority ā drive change across a decentralized network of owner-operators.
- ⢠Action planning & performance improvement
- ⢠Go beyond analysis: build actionable improvement plans and drive them from problem definition through execution and measurable results.
- ⢠Work directly with owners and Practice Success Managers to execute ā own the outcome, not just the recommendation.
- ⢠AI & process automation
- ⢠Use AI coding agents (Claude Code, Codex, and similar) to build the financial models, reports, and automations we use internally and send to practice owners.
- ⢠Ship like an engineer: work in GitHub ā branch, open pull requests, merge to main - and deploy fixes and improvements to our finance tooling.
- ⢠Automate the manual work out of our processes - identify and ship improvements that make reporting and forecasting faster and more scalable.
- ⢠Use AI-assisted tools daily for analysis, modeling, and automation to raise both throughput and insight quality.
- ⢠Continuously document, measure, and improve P&L processes as the business grows.
šÆ Requirements
- ⢠4+ years in FP&A, corporate finance, investment banking, consulting, or a similarly analytical role.
- ⢠Advanced Excel / Google Sheets financial-modeling skills; solid grasp of the three financial statements and how they connect.
- ⢠You know how to build with AI agents, with a basic working knowledge of GitHub, Python, and software development fundamentals.
- ⢠Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related field (or equivalent practical experience).
šļø Benefits
- ⢠Stock options: equity in what you build.
- ⢠Supportive but high-expectation culture ā we move with speed and intention.
- ⢠Meaningful problems in behavioral healthcare ā your work helps expand access to autism care for children and families.
- ⢠Real trajectory: 400%+ growth, approaching profitability, backed by General Catalyst.
Skills & Technologies
See exactly how your profile matches this role ā strengths, skill gaps, and what to do about them.
About Finni Health Inc.
Finni Health is a healthcare technology company that provides insurance and benefits administration services for employers. It offers a platform that simplifies health plan selection, enrollment, and management for small and medium-sized businesses. The company integrates with existing payroll and HR systems to automate benefits administration, reduce administrative burden, and provide employees with digital tools to understand and use their health benefits.
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