Phamily
Overview
Finance Associate - Health-tech
AI SaaS, Remote Location:
Remote, New York Jaan Health is growing. We are seeking a Finance Associate to work with the CFO and VP of Finance to manage core financial operations, deliver insights for decision-making, and lead cross-functional strategic initiatives. This is an opportunity to gain hands-on experience operating a high-growth SaaS business in the healthcare space.
Who We Are
Jaan Health is a rapidly growing healthcare technology company on a mission to transform healthcare by powering proactive care at population scale. Our AI-powered virtual care SaaS platform, Phamily, enables physicians and care teams to better manage patients’ chronic conditions and general health needs between visits while increasing financial sustainability for health systems and medical groups. We have helped tens of thousands of patients since our founding and aim to serve even more patients.
Who You Are
The ideal candidate will possess many of the following professional and personal abilities, attributes, and experiences: Passionate about our mission and products that improve lives Deep comfort with spreadsheets, financial reporting, and operational detail Self-directed quick learner and analytical problem solver Clear, concise communicator who asks sharp questions and follows through Attention to detail with the ability to prioritize Comfortable owning workstreams independently in a small, agile team Interest in healthcare, software, or data-driven businesses
Key Responsibilities
Oversee financial reporting, budgeting, forecasting, and cash flow tracking Prepare internal financial summaries and dashboards for leadership and stakeholders Utilize Excel, SQL and data analytics tools to analyze financial and operational data Identify and implement improvements to finance and business operations workflows Monitor and report on KPIs, along with insights Evaluate and improve operational processes to enhance efficiency Partner with Product, Ops, Growth and Customer Success teams to support key initiatives Research and identify potential growth and partnership opportunities Support investor or board reporting requests as needed
What Skills You’ll Need
2 to 3 years of experience in investment banking, consulting, startup finance or related field; healthcare or SaaS experience is a plus Bachelor’s Degree in Finance, Economics, BBA, or related field required Master’s Degree in Finance, Economics, MBA, or related field preferred Advanced Excel skills; comfort with SQL or Python for data analysis Strong financial modeling, reporting, and analytical abilities Entrepreneurial mindset focused on solving complex challenges Strong communication and presentation skills High attention to detail and ability to prioritize Adaptable and energized by fast-paced environments
What You Gain
Hands-on experience operating and scaling a high-growth SaaS startup Direct exposure to strategic decision-making and cross-functional leadership Fast learning curve with opportunities to own high-impact projects A launchpad for future roles in startups, investing, or entrepreneurship
We’re excited to see how you can make a difference in our expanding team!
Benefits
Competitive compensation commensurate with experience Potential to earn equity based on performance Remote-friendly work environment Medical, Dental, and Vision coverage for employees and dependents Vision coverage for employees and dependents Paid maternity leave FSA and Dependent Care savings account options 401(k) A collaborative work environment
Jaan Health and Phamily provide equal employment opportunities to all applicants and employees and prohibit discrimination and harassment of any type. This policy applies to all terms and conditions of employment.
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Finance Associate - Health-tech
AI SaaS, Remote Location:
Remote, New York Jaan Health is growing. We are seeking a Finance Associate to work with the CFO and VP of Finance to manage core financial operations, deliver insights for decision-making, and lead cross-functional strategic initiatives. This is an opportunity to gain hands-on experience operating a high-growth SaaS business in the healthcare space.
Who We Are
Jaan Health is a rapidly growing healthcare technology company on a mission to transform healthcare by powering proactive care at population scale. Our AI-powered virtual care SaaS platform, Phamily, enables physicians and care teams to better manage patients’ chronic conditions and general health needs between visits while increasing financial sustainability for health systems and medical groups. We have helped tens of thousands of patients since our founding and aim to serve even more patients.
Who You Are
The ideal candidate will possess many of the following professional and personal abilities, attributes, and experiences: Passionate about our mission and products that improve lives Deep comfort with spreadsheets, financial reporting, and operational detail Self-directed quick learner and analytical problem solver Clear, concise communicator who asks sharp questions and follows through Attention to detail with the ability to prioritize Comfortable owning workstreams independently in a small, agile team Interest in healthcare, software, or data-driven businesses
Key Responsibilities
Oversee financial reporting, budgeting, forecasting, and cash flow tracking Prepare internal financial summaries and dashboards for leadership and stakeholders Utilize Excel, SQL and data analytics tools to analyze financial and operational data Identify and implement improvements to finance and business operations workflows Monitor and report on KPIs, along with insights Evaluate and improve operational processes to enhance efficiency Partner with Product, Ops, Growth and Customer Success teams to support key initiatives Research and identify potential growth and partnership opportunities Support investor or board reporting requests as needed
What Skills You’ll Need
2 to 3 years of experience in investment banking, consulting, startup finance or related field; healthcare or SaaS experience is a plus Bachelor’s Degree in Finance, Economics, BBA, or related field required Master’s Degree in Finance, Economics, MBA, or related field preferred Advanced Excel skills; comfort with SQL or Python for data analysis Strong financial modeling, reporting, and analytical abilities Entrepreneurial mindset focused on solving complex challenges Strong communication and presentation skills High attention to detail and ability to prioritize Adaptable and energized by fast-paced environments
What You Gain
Hands-on experience operating and scaling a high-growth SaaS startup Direct exposure to strategic decision-making and cross-functional leadership Fast learning curve with opportunities to own high-impact projects A launchpad for future roles in startups, investing, or entrepreneurship
We’re excited to see how you can make a difference in our expanding team!
Benefits
Competitive compensation commensurate with experience Potential to earn equity based on performance Remote-friendly work environment Medical, Dental, and Vision coverage for employees and dependents Vision coverage for employees and dependents Paid maternity leave FSA and Dependent Care savings account options 401(k) A collaborative work environment
Jaan Health and Phamily provide equal employment opportunities to all applicants and employees and prohibit discrimination and harassment of any type. This policy applies to all terms and conditions of employment.
#J-18808-Ljbffr