Finance Analyst

At LifeStance Health, we strive to help individuals, families, and communities with their mental health needs. Everywhere. Every day. It’s a lofty goal; we know. But we make it happen with the best team in mental healthcare.

Thank you for taking the time to explore a career with us. As the fastest growing mental health practice group in the country, now is the perfect time to join our team!

LifeStance Health Values

• Belonging: We cultivate a space where everyone can show up as their authentic self.

• Empathy: We seek out diverse perspectives and listen to learn without judgment.

• Courage: We are all accountable for doing the right thing - even when it's hard - because we know it's worth it.

• One Team: We realize our full potential when we work together towards our shared purpose.

ROLE OVERVIEW:

We are seeking a skilled and highly motivated Financial Analyst to join our Corporate FP&A team. As the Financial Analyst, you will play a critical role in supporting the Corporate FP&A Manager and our FP&A department by ensuring efficient coordination, effective communication, and timely completion of key deliverables. This role requires strong organizational skills, attention to detail, and the ability to collaborate with cross-functional teams. This position will also provide financial guidance, reporting, and analytical support to corporate departments along with companywide expenses.

COMPENSATION: $65,000 - $85,000/annually, with additional annual bonus potential

LOCATION: Remote (within the U.S.), with typical working hours aligning with the Pacific Time Zone (PST)

RESPONSIBILITIES:

Planning & Forecasting

• Extract and model financial information, analyze and provide meaningful insights to finance leadership and other business partners

• Provide financial support to corporate departments including, but not limited to, financial modeling and analysis, variance reporting, and expense management

• Prepare and analyze consolidated companywide expense reporting, including monthly variance analysis and reporting to finance leadership

• Partner with manager to provide annual planning and subsequent forecast updates to business partners to achieve organizational objectives

• Improve visibility, forecasting, and analysis of results and key metrics while advising finance leadership on insights and recommended actions

• Deliver timely and robust planning content with meaningful insights

Reporting & Analysis

• Prepare clear, accurate and in-depth financial analyses in support of monthly reporting packages, quarterly close materials, and other management reporting cycles

• Prepare succinct and clear executive presentations that simplify complex topics, often with time sensitive deliverables

• Ensure data integrity and deliver consistent and accurate reporting of finance data across the organization

• Create documentation and improve standardization of streamlined planning and reporting templates and processes

• Assist in procedures and reporting related to monthly/quarterly/annual close processes

Financial systems/modeling

• Support ownership of Planful, the company’s financial planning system, and identify/implement opportunities for enhancing financial models, input templates, data hierarchies, etc.

• Apply financial system updates, enhancements, and data integrations.

• Compile information from various stakeholders in preparing deliverables that pull data from multiple sources

Teamwork & Collaboration

• Cultivate finance/business relationships, which includes learning the business, responding to evolving priorities and understanding the impacts of decisions on key stakeholders

• Partner with manager to drive cross-functional alignment on finance processes and planning through collaboration across teams to improve data quality and speed of reporting

• Actively seek opportunities to improve tools and processes

• Effectively manage numerous projects at a given time in a fast-paced environment

SKILLS & EXPERIENCE:

• Bachelor’s degree in accounting, finance, or relevant field required; MBA preferred

• Certified Public Accountant license (CPA) or other relevant licenses/certification preferred

• 2+ years of related work and/or public accounting experience required

• Knowledge of corporate finance and accounting principles, laws, and best practices; strong understanding of GAAP, financial statements, both internal and external, and financial modeling required

• Strong analytical skills and financial acumen, including understanding of a business P&L statement, balance sheet and cash flow statement required

• Highly proficient in Microsoft Excel and PowerPoint required; Experience with PowerQuery and PowerPivot preferred

• Experience with planning/financial software such as Planful, Adaptive, or Anaplan required; experience with an ERP such as NetSuite, and/or data visualization tools such as Power BI or Tableau preferred

• Strong written and verbal communication skills

• Strong interpersonal skills and skills necessary to communicate with all levels of management.

• Self-motivated and a self-starter continuously looking for process improvements.

• Strong attention to detail while maintaining the broader, analytical perspective; and excellent organizational skills with the ability to balance multiple tasks under time constraints

• Qualified candidates must be legally authorized to be employed in the United States

• LifeStance is an EEO/Affirmative Action Employer and does not discriminate based on age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability, or any other legally protected status.

• Demonstrates awareness, inclusivity, sensitivity, humility, and experience in working with individuals from diverse ethnic backgrounds, socioeconomic statuses, sexual orientations, gender identities, and other various aspects of culture.

Consistent with LifeStance’s values, every member of the LifeStance team is expected to support each other and the mission, which may mean participating in projects and initiatives and performing functions and responsibilities not specifically outlined in this job description.

LifeStance is an equal opportunity employer. We celebrate diversity and are fully committed to creating an inclusive work environment for all our employees. Learn more about Diversity, Equity and Inclusion at LifeStance.

Benefits
As a full-time employee of LifeStance Health, the following benefits are offered: medical, dental, vision, AD&D, short and long-term disability, and life insurance. Additional benefits include a 401k retirement savings with employer match, paid parental leave, paid time off, holiday pay and an Employee Assistance Program.