财务规划和分析分析师/经理

Job Title: Senior FP&A Analyst/Manager
Location: Remote (U.S.) or Hybrid (preferred near key hubs)
Reports To: VP Finance
Department: Finance
Level: Senior Individual Contributor (high-ownership, high-visibility)
About Canopy
Canopy Works is a healthcare technology company focused on improving safety, responsiveness, and outcomes in complex care environments. We partner closely with health systems to deploy solutions that matter in real-world, high-stakes settings—where reliability, trust, and execution are everything.
We’re in a phase of meaningful scale: growing customers, increasing financial complexity, and deeper board and investor engagement. That means Finance at Canopy isn’t just about reporting what happened—it’s about helping the business decide what to do next.
The Role
The Senior FP&A Analyst/Manager will be a critical thought partner to Finance leadership and cross-functional executives. This role owns core financial modeling, forecasting, and analysis that informs company-wide decision-making—from headcount planning and unit economics to board materials and long-range strategy.
This is not a “spreadsheet in the corner” role. You’ll sit close to the business, translate messy inputs into clear insights, and help leaders understand tradeoffs as Canopy scales.
What You’ll Do
Financial Planning & Forecasting

• Own and continuously improve the company’s operating model, including revenue, cost structure, headcount, and cash runway.

• Lead monthly and quarterly forecasting processes in partnership with Finance, People Ops, Sales, Customer Experience, and Product.

• Support annual budgeting and long-range planning (2–3 year outlooks), including scenario and sensitivity analyses.

Business & Strategic Analysis

• Build and maintain unit economics and customer-level profitability models, particularly in a healthcare SaaS / deployment-heavy environment.

• Analyze performance drivers across revenue, gross margin, deployment costs, and operating expenses.

• Partner with leaders to evaluate new initiatives, pricing changes, hiring plans, and investment tradeoffs.

Board & Executive Support

• Prepare board-ready financial materials, including variance analysis, KPIs, and forward-looking insights—not just numbers.

• Support leadership discussions around capital planning, fundraising readiness, and financial risks/opportunities.

• Help translate complex financial data into clear narratives for non-finance audiences.

Cross-Functional Partnership

• Work closely with People Ops on workforce planning, headcount approvals, and compensation cost modeling.

• Partner with Sales & Customer Experience to understand pipeline assumptions, renewals, expansions, and deployment economics.

• Collaborate with Accounting to ensure forecasts align with actuals and reporting integrity.

Systems & Process Improvement

• Improve FP&A processes, tools, and reporting as the company scales (e.g., forecasting cadence, dashboards, modeling standards).

• Help define KPIs and operating metrics that reflect how Canopy truly runs—not just what’s easiest to measure.

What We’re Looking For
Required Experience

• 4–7+ years of experience in FP&A, strategic finance, consulting, investment banking, or similar analytical roles.

• Strong financial modeling skills (3-statement models, scenario analysis, sensitivity analysis).

• Experience supporting executive leadership and/or board-level reporting.

• Advanced Excel / Google Sheets skills; comfort building models from scratch.

Nice to Have

• Experience in healthcare, SaaS, or hardware-enabled SaaS environments.

• Startup or high-growth company experience.

• Familiarity with workforce planning, unit economics, or deployment-heavy cost models.

• Experience working with imperfect data and evolving systems.

How You Work

• You’re analytical but pragmatic—you know when precision matters and when directionally right is good enough to move.

• You’re comfortable with ambiguity and don’t wait for perfect inputs.

• You communicate clearly with non-finance partners and don’t hide behind spreadsheets.

• You have strong ownership instincts and follow things through.

Originally posted on Himalayas