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Sr. Financial Analyst - Strategic Products

Valhalla, NY, Remote

 

Senior Finance Analyst – Strategic Products

At Rectangle Health, we believe that our team members are our most important asset. We grow our team by hiring best-in-class talent. We encourage all employees to contribute their individual talents and ideas to strengthen our team, our brand, and our services. We promote a culture that serves to empower and motivate employees beyond the standard corporate rhetoric one might see on motivational posters. Employees understand their individual roles in serving our customers, and this clarity of purpose encourages high job performance.

Position Overview

The Senior Finance Analyst – Strategic Products is an astute problem-solver, who distills complex analytics and business problems into succinct, clear, and actionable insights for the Finance organization at Rectangle Health. We’re seeking a highly analytical and collaborative Senior Finance Analyst to partner directly with our Chief Product & Strategy Officer in driving the financial strategy of a new, fast-growing product line. This is a high-impact role that blends financial modeling, strategic planning, and cross-functional collaboration to support rapid innovation and scale.

For Full-Time Employees we offer:

  • Competitive health, dental, and vision benefits
  • Guardian Hospital Indemnity coverage
  • Life & LTD
  • 401(k) matching up to 3%

Primary Job Duties

  • Build and maintain robust, end-to-end financial models to support forecasting, scenario planning, and strategic decision-making for a high-growth product line.
  • Serve as the primary finance partner to the Chief Product & Strategy Officer, providing insights and recommendations that influence product strategy and investment decisions.
  • Maintain a dynamic, complex revenue model that evolves week-to-week as new insights emerge about product performance, customer behavior, and market opportunity.
  • Lead annual budgeting, quarterly forecasting, and long-range planning processes for the product portfolio.
  • Present financial insights and strategic recommendations to senior leadership and stakeholders.
  • Create and deliver polished, data-driven presentations for executive leadership and board meetings, translating complex financial insights into clear, strategic narratives.
  • Analyze and interpret product performance, unit economics, and key metrics to identify trends, risks, and opportunities.
  • Develop business cases for new product initiatives, including ROI analysis, cost-benefit assessments, and go-to-market financial planning.
  • Collaborate with cross-functional teams including Product, Development, Marketing, Sales and Finance to align financial goals with operational execution.
  • Drive automation and scalability of financial reporting tools and dashboards to support a rapidly evolving business.
  • Identify and assess revenue-related risks, developing strategies to mitigate potential issues.
  • Serve as a liaison between the finance and other departments, ensuring clear and effective communication of revenue-related insights and recommendations.
  • Ensure compliance with revenue recognition standards and company policies.
  • Become astute in and apply as appropriate various business, economic trends, and seasonality.
  • Set up and maintain automated data processes

Minimum Qualifications:

  • Bachelor’s degree in business, finance, economics or similar required
  • 4+ years of experience in FP&A, corporate finance, or strategic finance roles, preferably in a high-growth or tech environment.
  • Proven experience building complex financial models and conducting scenario analysis.
  • Strong business acumen with the ability to translate financial data into actionable insights.
  • Excellent communication and stakeholder management skills.
  • Advanced Excel and financial modeling skills; Knowledge of Salesforce CRM, Tableau, SQL, Power BI and/or FP&A platforms is a plus.
  • Proficiency in creating executive-level presentations using PowerPoint or similar tools.
  • Accounting/GAAP and finance background preferred
  • High level of commitment to quality work product and organizational ethics, integrity, and compliance
  • Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture.
  • Superior problem-solving skills.
  • Ability to work independently in a rapidly changing environment
  • Demonstrated knowledge of forecasting and financial statement analysis
  • Experience in healthcare merchant payment services, and/or SaaS software platforms preferred.
  • Extensive knowledge of data analysis tools
  • Ability to produce clear graphical representations and data visualizations.

About Us:

Rectangle Health, a leading financial technology company, empowers medical, dental and specialty practices with seamless and secure technology to drive revenue by increasing patient payments and streamlining practice management and payment processing. Since 1992, the company’s innovative solutions have reduced administrative burden and rebalanced the ledger for its thousands of healthcare providers in the U.S., reliably processing billions of dollars in payments annually.

 

New York pay range

$130,000 - $135,000 USD

View our CCPA disclosure notice here

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