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Financial Analyst
Medisafe Boston, MA
$87k-108k (estimate)
Full Time | Wholesale 1 Month Ago
Save

Medisafe is Hiring a Financial Analyst Near Boston, MA

About The Role

ABOUT US
Medisafe is the world’s leading Medication Engagement Platform, empowering patients to seamlessly manage their treatment journey. We have over 12 million registered patients worldwide, and partner with healthcare organizations across the healthcare ecosystem to design treatment-based programs for patients, delivering proven results.

The Medisafe team includes over 70 team members, across two global locations – Israel and the US. We are currently looking for a Financial Analyst to join our US team in the Boston area.

ABOUT THE ROLE:
Medisafe is looking for a Financial Analyst with enterprise software / SaaS experience primarily focused on FP&A activities, period-end accounting duties and related reporting and analysis, commissions tracking, calculation, and reporting. The Financial Analyst will also cross-train with Operations Manager for coverage and to develop task-related enhancements and efficiencies.

RESPONSIBILITIES:
Working closely with Chief Financial Officer, Corporate Accounting Manager and Operations Manager, you will be responsible for the following monthly, quarterly, and annual tasks:

  • Monthly responsibilities include:
  • Maintain accurate financial model with 3 year’s actuals and 2 year’s forecast.
  • Review Sales Contract/Statements of Work with Sales and Partner Success, and related data entry.
  • Maintain financial model integrity including:
    • Revenue Recognition
    • ARR calculation and reconciliation
    • Invoicing, Collections, Credits/Adjustments, Tracking renewals
  • Budget vs. Actual Tracking.
  • Schedule/attend departmental meetings with leadership focused on Bookings, ARR, Spend versus Budget and Forecast.
  • Bank compliance reporting.
  • Ad hoc reporting for all departments.
  • Support/assist Corporate Accounting Manager with the following:
    • Commissions calculations and reporting
    • Journal Entry preparation, reconciliation for:
      • Revenue
      • PTO, Vacation and Bonus Accrual (U.S. and IL)
      • Commissions Accrual
      • IAP (Apple, Google) revenue
      • Miscellaneous Accounting tasks
  • Support/Assist Operations Manager with the following including:
    • Revenue File Tracking and related tasks
    • Invoicing, Collections
    • Expense Reports
    • Credit Card Reconciliation
  • Quarterly Reporting and Analysis including:
  • Board meeting and slide deck preparation and related variance analysis.
  • Investor reporting
  • Annual Reporting and Analysis including:
  • Work with the CFO and Leadership to prepare the Annual Budget
  • Support Corporate Accounting Manager with year-end audit, tax, transfer pricing and 409A preparation.

IDEAL CANDIDATES:
Education/Experience

  • Undergraduate bachelor’s degree in finance, accounting or business.
  • Minimum 5 years’ experience within a corporate finance department, including both FP&A and Staff Accounting (G/L, Invoicing, A/P, A/R, journal entries, reconciliations, etc.)
  • Experience with enterprise software and/or SaaS companies.
  • Good working knowledge of accounting and related concepts.
  • Excellent Excel skills, including knowledge of complex formulas (WHAT IF, EDATE, INDEX, VLOOKUP, Filtering, Pivot Tables, etc.), Word, Adobe and overall PC skills.
  • Previous Commissions administration and calculation experience.
  • Attention to detail, ability to multi-task, meet deadlines.
  • Excellent communication, writing and interpersonal skills, as well as being able to interact professionally with inter-departmental peers, managers, and executive leadership.
  • Ability to work remotely with a minimal amount of supervision.
  • In-office attendance, once a week at minimum, required.
  • Highly professional, with excellent judgment, and ability to handle sensitive and confidential information.

BENEFITS:
Compensation will depend on skills and experience. Medisafe offers a comprehensive, high-quality benefits program which includes medical, dental, and vision care, Life Insurance, Short and Long Terms Disability plans, retirement plans, Parental Leave and other benefits to its employees. We focus our attention, time, and energy on improving the lives of millions of people prescribed daily medications.

EQUAL OPPORTUNITY EMPLOYER:
Because we are on a mission to connect patients to the support they need, we believe it’s essential to reflect the diversity of those we wish to serve. We’re an equal opportunity employer dedicated to building a culturally and experientially diverse and balanced team.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Wholesale

SALARY

$87k-108k (estimate)

POST DATE

03/27/2024

EXPIRATION DATE

05/26/2024

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The job skills required for Financial Analyst include Analysis, Accounting, Leadership, Life Insurance, Integrity, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Analyst. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Analyst positions, which can be used as a reference in future career path planning. As a Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst. You can explore the career advancement for a Financial Analyst below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Analyst job description and responsibilities

Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.

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Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.

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Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.

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They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.

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Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Analyst jobs

To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.

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Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.

03/03/2022: Omaha, NE

To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.

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Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.

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With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.

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Step 3: View the best colleges and universities for Financial Analyst.

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