FP&A Analyst

March 10

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Phreesia

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Phreesia is a technology company that provides digital solutions to connect and engage audiences through powerful tools like URL shorteners and QR code generators. It offers a comprehensive platform that enables businesses to create trackable and customizable links, dynamic QR codes, and mobile-optimized landing pages. Phreesia serves various industries, including retail, hospitality, healthcare, financial services, and education, by enhancing their digital communication and customer engagement capabilities. With integrations and advanced analytics, Phreesia streamlines digital marketing efforts and optimizes customer interactions for over 500,000 global paying customers.

Information Technology • Healthcare • Patient Intake Management

1001 - 5000 employees

Founded 2005

☁️ SaaS

📋 Description

• We are looking for an FP&A Analyst to join our Finance team! • Reporting to the Director, Financial Planning and Analysis, you will have a critical role in Phreesia's reporting and analytics by focusing on top-line revenue through performance analysis, scenario analysis, revenue forecasting and revenue supporting. • Assist in monthly analysis of Top-Line performance and communication of results to company leadership • Assist in revenue forecasting for financial planning, scenario analysis, and other strategic projects • Create/maintain Top-Line KPIs/metrics to better understand the business and impact decision-making and strategic direction • Become an expert in all Top-Line metrics including bookings, revenue, and other revenue related KPIs • Support the creation and organization of monthly and quarterly materials for the leadership team • Collaborate with Finance, Sales Operations, and Client Success to analyze/improve reporting and drive outcome • Automate manual reporting efforts through creating reports and dashboards in Tableau, PowerBI, and Salesforce • Partner with Investor Relations for earnings preparation and strategic finance projects

🎯 Requirements

• Bachelor’s degree in finance, accounting, business, or economics • 2+ years of professional experience in FP&A, Corporate Finance, Sales Operation, Investment Banking, Consulting or other related fields • Relevant public company experience preferred; experience analyzing booking or revenue in a SaaS business a plus • Mastery of Excel and PowerPoint with proven experience in building financial models • Proficiency analyzing large data sets • Professional communication to present and collaborate with stakeholders across teams and all levels

🏖️ Benefits

• Remote First: 100% Remote work + home office expense reimbursements+ monthly reimbursement for cell phone, internet and wellness. • Top of market rewards: Competitive compensation • Take time when you need time: Flexible PTO + company holidays • Top class healthcare benefits: Variety of healthcare benefits for you and your family (and your pets!) starting day one • Care about your families: Generous top-up for parental leave benefits • Support personal development: Continuing education and professional certification reimbursement • Connecting in person: Various offsite events and activities for team to connect and meet in person, to support team building and engagement. • Giveback to community: Local in-person volunteer events, and give back programs to our communities. • Recognition and perks: We have a company wide recognition tool (Phireworks) to celebrate milestones, recognize achievements and strengthen your bond with your teams. You can accumulate points and redeem them for a wide catalogue of items! • Diversity and inclusive environment: At Phreesia, all employees are encouraged to bring their authentic self to work, feel supported and perform at their best.