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The Finance Associate will handle financial planning, analysis, reporting, budgeting, and support financial decision-making for the organization.
firsthand supports individuals living with SMI (serious mental illness). Our holistic approach includes a team of peer recovery specialists, benefits specialists and clinicians. Our teams focus on meeting each individual where they are and walking with them side by side as a trusted guide and partner on their journey to better health.
firsthand's team members use their lived experience to build trust with these individuals and support them in reconnecting to the healthcare they need, while minimizing inappropriate healthcare utilization. Together with our health plan partners, we are changing the way our society supports those most impacted by SMI.
We are cultivating a team of deeply passionate problem-solvers to tackle significant and complex healthcare challenges with us. This is more than a job—it's a calling. Every day, you will engage in work that resonates with purpose, gain wisdom from motivated colleagues, and thrive in an environment that celebrates continuous learning, creativity, and fun.
The Finance Associate will be involved in the finance and accounting activities of firsthand, including investment / capital allocation strategy development, budgeting / forecasting, financial analysis, fundraising, and board communications and presentations. You will help translate data into clear narratives for leadership, support planning and forecasting processes, and provide analysis that guides both day-to-day operations and long-term strategy. This fully remote role (with opportunities for travel)
reports to the Chief Financial Officer and will have close collaboration with the SVP, Finance (both based in Greater NYC Area).
As Finance Associate you will:
- Perform rigorous financial planning, analysis, and reporting processes with communications and materials prepared for stakeholders including the board of directors, management team, department leaders, and market leaders
- Build and maintain detailed bottoms-up operational and financial forecast models to inform near- and long-term initiatives
- Deliver monthly and quarterly reporting and analysis of key business metrics to leaders across the organization, identifying what factors are most relevant to each stakeholder
- Drive ad hoc analyses end-to-end to support team members across the organization in making resource allocation decisions
- Work with Operations and Clinical teams to set hiring and performance targets for market-level staff and track performance against plan
- Assist with financial statement audits, tax reporting, and developing strong internal processes & controls.
- Shape the future of firsthand’s Finance & Accounting teams by implementing best-in-class systems and processes
You will be a good fit if you have a:
- Deep understanding of financial, accounting, and investment concepts and knowledge of U.S. GAAP principles
- Strong financial modeling skills (utilizing both Microsoft and Google product suites), with the ability to simplify complex information into clear, actionable insights
- Ability to work collaboratively with all levels of employees, management, and outside parties (including consultants, advisors, and customers)
- Detail- and output-oriented mindset that can be rigorously applied to both quantitative and qualitative analyses
- Ability to summarize and visualize financial and statistical data into meaningful insights for the relevant audience (e.g., management, market leaders)
- Strong attention to detail, accuracy, and accountability
The experience you bring to this role:
- Bachelor’s and/or MBA degree in Finance, Accounting, and/or Statistics
- CFA and/or CPA preferred
- 3+ years of experience in financial services (IB, PE, venture capital) and/or value-based healthcare corporate finance roles
- Experience with financial systems and/or business intelligence tools
Benefits
For full-time employees, our compensation package includes base, equity (or a special incentive program for clinical roles) and performance bonus potential. Our benefits include physical and mental health, dental, vision, 401(k) with a match, 16 weeks parental leave for either parent, 15 days/year vacation in your first year (this increases to 20 days/year in your second year and beyond), and a supportive and inclusive culture.
Vaccination Policy
Employment with firsthand is contingent upon attesting to medical clearance requirements, which include, but may not be limited to: evidence of vaccination for/immunity to COVID-19, Hepatitis B, Influenza, MMR, Chickenpox, Tetanus and Diphtheria. All employees of firsthand are required to receive these vaccinations on a cadence/frequency as advised by the CDC, whereas not otherwise prohibited by state law.
New hires may submit for consideration a request to be exempted from these requirements (based on a valid religious or medical reason) via forms provided by firsthand. Such requests will be subject to review and approval by the Company, and exemptions will be granted only if the Company can provide a reasonable accommodation in relation to the requested exemption. Note that approvals for reasonable accommodations are reviewed and approved on a case-by-case basis and availability of a reasonable accommodation is not guaranteed.
Unfortunately, we are not able to offer sponsorship at this time.
Top Skills
Google Product Suite
Microsoft Product Suite
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