Senior Financial Planning Analyst (San Francisco, CA)

About Collectly:

Collectly is a fast-growing healthcare tech startup leading the charge in transforming the U.S. healthcare market through AI-driven innovation. In the U.S., millions of patients interact with healthcare providers daily, navigating a system that often struggles with inefficiencies, administrative burdens, and suboptimal financial experiences.

At the forefront of the AI boom, Collectly is redefining revenue cycle management (RCM) by applying cutting-edge artificial intelligence to automate workflows, streamline billing processes, and create seamless financial experiences. Our solutions are designed to tackle some of the biggest challenges in healthcare: accelerating cash flow, reducing administrative overhead, and elevating the patient experience during critical non-clinical touchpoints.

By simplifying billing for providers and elevating the patient financial experience, Collectly empowers healthcare organizations to thrive in a rapidly evolving healthcare landscape. We empower healthcare providers to focus on what matters most—delivering care.

The Opportunity:

Join us as a Senior FP&A Expert, a pivotal role bridging the gap between financial data and business strategy. You will take full ownership of our planning and reporting cadence while working hands-on with senior leadership. Your focus will be on identifying key drivers for expansion and driving efficiency across Collectly.

Please note: This role is hybrid - candidates located in the San Francisco Bay Area only will be considered.

• Develop and refine robust financial models to guide strategic decision-making, new ventures, and capital allocation cases.
• Collaborate with department heads to establish and monitor KPIs and operational metrics that fuel business growth.
• Conduct ROI assessments for upcoming product launches, marketing campaigns, and cross-functional investments.
• Prepare high-level financial decks and business review packages for the C-Suite and Board of Directors.
• Manage the delivery of Monthly Business Reviews (MBR) and provide detailed performance narratives.
• Execute ad-hoc financial analysis and special strategic projects as required.

• A Bachelor’s degree in Finance, Accounting, or a related field.
• 5+ years of experience in FP&A. 
• Experience in high-growth, venture-backed B2B SaaS companies (Series A, B & C)
• Strong Excel skills and experience with financial modelling.
• Deep understanding of financial statements, forecasting techniques, and B2B SaaS business models
• Great communication skills, including experience presenting to senior leadership and cross-functional stakeholders
• Analytical mindset with strong business acumen, you’re comfortable interpreting the “why” behind the numbers
• Advanced knowledge of the statements and accounting concepts
• The ability to work independently while communicating with team members.

Why You'll Love It Here:

Unlimited PTO: We believe in work-life balance and encourage you to recharge when you need it.

Comprehensive Health Coverage: Fully paid medical, dental, and vision insurance for you and your dependents, because your well-being matters to us.

Equity Opportunities: Share in our success with stock options - your hard work will drive our growth.

Retirement Planning Made Easy: Enjoy a 401(k) with a generous company match to secure your future.

Student Loan Support: We help lighten the load with contributions toward your student loans.

Compensation: $150,000 - $180,000 per year