Senior Financial Analyst at TouchCare

<p><strong>About TouchCare</strong></p> <p><strong>TouchCare </strong>is a healthcare concierge service dedicated to simplifying the complexities of health insurance and the healthcare system. By assigning each member a personal assistant, TouchCare helps resolve billing issues, coordinate with providers, and save individuals time and money. Committed to providing a healthier understanding of healthcare, TouchCare makes navigating healthcare more convenient and stress-free for its users.</p> <p><br><strong>The Role</strong></p> <p>We are seeking a highly analytical and detail-oriented <strong>Financial Analyst, FP&amp;A </strong>&nbsp;to support financial planning, forecasting, and business insights across the organization. This role will partner closely with leadership and cross-functional teams to help drive data-driven decisions and provide visibility into company performance.</p> <p>This is an ideal opportunity for someone who wants to grow within a high-growth environment and gain exposure to both strategic finance and operational decision-making.</p> <p><strong>What You’ll Do</strong></p> <ul> <li>Financial Planning &amp; Forecasting</li> </ul> <ul> <li>Support annual budgeting, quarterly forecasting, and long-range planning</li> <li>Build and maintain financial models related to revenue, headcount, and operating expenses</li> <li>Track and analyze key financial and operational KPIs</li> </ul> <p><strong>Business Partnering &amp; Analysis</strong></p> <ul> <li>Partner with Sales, Marketing, Operations, and Finance teams to support business decisions</li> <li>Analyze performance trends and provide insights on variances vs. plan</li> <li>Assist in evaluating new initiatives, investments, and growth opportunities</li> </ul> <p><strong>Reporting &amp; Insights</strong></p> <ul> <li>Prepare monthly and quarterly reporting packages for leadership</li> <li>Build dashboards and reports to track performance across the business</li> <li>Translate data into clear, actionable insights</li> </ul> <p><strong>Process &amp; Systems</strong></p> <ul> <li>Support development and improvement of FP&amp;A processes and reporting tools</li> <li>Assist with implementation and optimization of financial systems</li> <li>Help ensure data accuracy and consistency across reporting</li> </ul> <p><strong>Who You Are</strong></p> <ul> <li>2–5+ years of experience in FP&amp;A, finance, consulting, or related field</li> <li>Strong financial modeling and analytical skills (advanced Excel required)</li> <li>Ability to work cross-functionally and communicate insights clearly</li> <li>Highly organized, detail-oriented, and proactive</li> <li>Comfortable in a fast-paced, evolving environment</li> </ul> <p><strong>Nice to Have</strong></p> <ul> <li>Experience in healthcare, benefits, or subscription-based business models</li> <li>Exposure to SaaS metrics (CAC, LTV, pipeline, revenue forecasting)</li> <li>Experience with tools like NetSuite, Salesforce, or BI platforms</li> </ul> <p><strong>What We Offer</strong></p> <ul> <li>Competitive base salary commensurate with experience</li> <li>Opportunity to build and shape company culture from day one</li> <li>Direct impact on improving financial wellness for thousands of employees</li> <li>Flexible benefits package</li> </ul> <p><br>W<strong>hy Join Us?</strong></p> <ul> <li><strong>Impactful Growth:</strong> Lead the expansion of specialized services that provide critical support to members during complex life events.</li> <li><strong>Collaborative Environment:</strong> Work closely with a supportive team across Sales, Client Success, Product, and Marketing.</li> <li><strong>Strategic Leadership:</strong> Shape the go-to-market strategy and future evolution of TouchCare’s specialized portfolio.</li> </ul> <p><strong>Location: </strong>This position will be in-person, 5 days a week in the Stamford office.</p> <p>&nbsp;</p> <p>&nbsp;</p>