Finance & Operations Senior Analyst

About Daybreak

Daybreak Health (www.daybreakhealth.com) is building the leading digital mental health system for youth.  Our mission is to create a world where every young person benefits from mental health support.

Our mental health system removes all barriers to effective care for young people: we create easy access through our school and pediatrician partners, deliver effective care through evidence-based online therapy integrated with technology, and bring consumer costs to zero through funding partnerships with government agencies and health insurance.  Over the next 5 years, we plan to serve more than 25 million youth who need mental health support.

As a team, we are all aligned with our North Star mission. We collaborate and execute incredibly well by doing more with less (we value efficiency and output over hours worked!) and communicate clearly using writing (vs. unnecessary meetings). We are fully remote with team members nationwide and will stay that way.  We value mental health: the willingness to be vulnerable is a requirement to join Daybreak.  We have regular mental health days (at least once per quarter!).  Lastly, we value fun and hold regular virtual and in-person activities.

At Daybreak, our team members:

• Rally behind our North Star mission.
• Embody creativity, humility, hard work, and a relentless drive to succeed.
• Prioritize collaboration and efficient execution, valuing outcomes over hours worked.
• Embrace clear written communication to foster productivity, reducing reliance on meetings.
• Thrive in a fully remote environment, with team members spanning the country, and are committed to asynchronous work.
• Recognize the importance of mental health, with vulnerability integral to our culture, and regular mental health days offered every quarter.
• Cherish fun and regularly organize both virtual and in-person activities.

The Role

Daybreak is seeking a highly skilled and detail-oriented Finance & Operations Senior Analyst to join our dynamic team. Reporting to the VP of Finance, this role will play a critical part in analyzing financial performance, maintaining key processes, and ensuring operational efficiency. You will support internal and external stakeholders through strategic reporting, forecasting, and financial operations.

As a critical leader in our work to scale and advance the Daybreak mission with a long-term focus on sustainable growth and maximum impact, this person will be a key player in our efforts to exceed our current track record of rapid expansion and exceptional financial performance. 

Responsibilities

• Perform ongoing fluctuation analysis to identify areas for additional analysis, incorrect coding, and budget variances.
• Prepare month-end decks and reports for internal stakeholders and investors.
• Manage monthly bank compliance reports and collections processes while maintaining cash projections.
• Prepare and distribute commission statements.
• Create and maintain equity forecasts.
• Update the financial model with hires, assumption changes, actuals, and forecasts.
• Conduct ongoing Customer Acquisition Cost (CAC) reporting and maintain pipeline and conversion tracking.
• Build relevant dashboards in Mosaic and Looker to support decision-making.
• Prepare materials for and actively participate in month-end financial reviews.

Must Have: 

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3+ years of experience in financial analysis, operations, or a similar role.
• Proficiency in financial modeling and variance analysis.
• Strong understanding of CAC reporting and pipeline/conversion metrics.
• Advanced skills in Excel or Google Sheets.
• Experience building dashboards in tools like Mosaic, Looker, or equivalent.
• Proven ability to manage multiple priorities with excellent organizational skills.

Nice-to-have but not required:

• Experience in Salesforce or similar customer management software.
• Familiarity with the mental health or healthcare industry.
• Hands-on experience with equity forecasting and commission structures.
• Advanced knowledge of additional reporting tools and financial systems. 

Compensation:

The target base salary range for this role is $90,000-$120,000. This competitive total rewards package also includes stock options and benefits. Actual pay may vary based on factors such as experience, location, internal pay equity, and other relevant business considerations. 

Interview Process Outline:

1. Recruiter Screening (30 minutes, Zoom): A friendly conversation to discuss your background, the role, and answer any initial questions you may have.
2. Hiring Manager Interview (60 minutes, Zoom): A deep dive into your experience and skills with the hiring manager. This is also a chance to learn more about the team and company culture.
3. Case Study and/or Panel Interview (60 minutes, Zoom): Showcase your problem-solving skills and thought process. This session may include a practical exercise relevant to the role, followed by a discussion with key team members.
4. Executive Interview (if applicable) (60 minutes, Zoom): An opportunity to connect with a senior leader or executive to discuss your vision, long-term goals, and alignment with our mission.
5. Reference Check: We’ll connect with your references to gain additional insights into your strengths and working style.

We value your time and strive to make this process as efficient and engaging as possible. Let us know if you need any accommodations at any stage of the process. 

Equal Employment Opportunity

At Daybreak Health, we believe in fostering an inclusive and diverse workplace where every individual's unique background and perspective is celebrated and valued. We are committed to promoting equality, equity, and opportunity for all. We actively encourage individuals from diverse communities, including but not limited to race, ethnicity, gender identity, sexual orientation, ability, age, religion, and socioeconomic background, to apply and join our team.