Senior Financial AnalystHearst • Dallas, TX, US

Senior Financial Analyst

Hearst • Dallas, TX, US

1 day ago

Job type

Permanent

Job description

Senior Financial Analyst

The Senior Financial Analyst is a key contributor to Homecare Homebase's finance transformation. Reporting to the Director of FP&A, this role supports the evolution of HCHB's forecasting, planning, and performance management capabilities as the company transitions to a modern SaaS business model.

The successful candidate will be highly analytical, system-savvy, and intellectually curious, combining modeling and forecasting expertise with an ability to interpret operational performance, connect financial outcomes to business drivers, and enable disciplined, data-driven decision making. This position offers a unique opportunity to influence how HCHB measures success, allocates resources, and drives profitable growth.

Key Responsibilities

Transformation & Performance Enablement

Partner with the Finance leadership to advance HCHB's finance transformation roadmap, including Oracle EPM implementation, standardized reporting, and enterprise performance dashboards.
Build and maintain a driver-based rolling forecasting model that integrates revenue, expense, and capital planning across SaaS and services lines of business.
Develop deeper scenario and what-if modeling capabilities to evaluate performance under varying business and market conditions.
Support analytics for the SaaS transition, including ARR bridges, renewal and retention modeling, and migration pacing.
Help design Balanced Scorecard metrics linking operational KPIs (ARR per FTE, NRR, retention, Rule of 40, NOI growth, etc.) to financial outcomes.
Participate in monthly forecasting and business review cycles, ensuring consistency of key metrics across product, revenue, and cost centers.

Financial Planning, Forecasting, and Analysis

Own components of the annual operating plan, long-range plan, and rolling forecasts with dynamic updates based on latest assumptions and trends.

Prepare variance analyses, scenario models, and sensitivity testing to guide leadership decisions.

Build and maintain complex financial models for pricing, product investments, and capital project evaluation (ROI, IRR, payback).

Implement advance forecasting techniques such as regression modeling, cohort analysis, and Monte Carlo simulation to strengthen predictability and risk evaluation.

Development of standardized templates for monthly performance packs and board materials, driving consistency and accuracy across FP&A deliverables.

Partner with accounting during close to ensure forecast alignment, accurate accruals, and data integrity.

Cross-Functional Business Partnering

Engage directly with Product, Engineering, Revenue Operations, and G&A leaders to interpret results, identify improvement levers, and translate operational data into actionable financial insights.

Collaborate with Product and Engineering on capitalized software tracking and project ROI measurement in alignment with ASC 350-40 guidelines.

Partner with Sales and Customer Success to analyze revenue retention, contraction, and churn indicators, developing early-warning dashboards and predictive analytics for customer health.

Serve as a trusted finance liaison who helps functional leaders understand their budgets, targets, and cost structures.

Continuous Improvement & Systems Optimization

Support automation and analytic initiatives (Power BI, Oracle EPM, SmartView) to enhance reporting speed, accuracy, and self-service.

Streamline forecasting and reporting processes by documenting workflows, identifying redundancies, and helping establish scalable operating rhythms.

Support data governance by maintaining clear data lineage and ensuring metric consistency across systems.

Contribute to continuous FP&A capability building through automation, benchmarking, and forecasting process improvement across the Hearst Health portfolio.

Qualifications & Experience

Bachelor's degree in Finance, Accounting, Economics, or related field; MBA preferred.

47 years of progressive FP&A or corporate finance experience, ideally within SaaS, healthcare technology, or high-growth enterprise environments.

Advance proficiency in financial modeling, rolling forecast creation, scenario planning, and what-if analysis.

Expertise with modern FP&A systems (Oracle EPM, SmartView, Anaplan, Adaptive, Power BI). Strong understanding of SaaS metrics (ARR, NRR, CAC, churn, lifetime value) and financial frameworks (ROI, IRR, payback, margin analysis).

Demonstrated ability to manage multiple priorities, maintain accuracy under tight deadlines, and drive process automation.

Excellent communication and presentation skills with the ability to simplify complex data for executive audiences.

Core Competencies

Analytical Rigor : Builds models that drive insight and decision making.

Strategic Agility : Thrives in a dynamic, evolving environment; embraces new tools, processes, and operating models.

Business Partnership : Builds credibility and trust with functional leaders through transparency, responsiveness, and insight.

Systems Mindset : Leverages technology and automation to scale analytical capability.

Integrity & Accountability : Upholds the highest standards of accuracy, confidentiality, and ethical conduct.

About Homecare Homebase

Homecare Homebase (HCHB), a Hearst Health company, is the leading provider of enterprise software and solutions for home-based care. Our mission is to empower exceptional care for every patient, every time, everywhere.

HCHB is transforming its financial and operational capabilities to support a modern SaaS growth strategyone that combines scale, innovation, and financial discipline. Our CARES valuesCollaboration, Accountability, Respect, Excellence, and Serviceguide how we work every day and define the culture of our finance organization : transparent, analytical, and focused on enabling our teams and customers to succeed.

Compensation & Benefits

Competitive base salary and annual performance bonus

Comprehensive medical, dental, vision, and 401(k) with company match

Flexible hybrid work environment and generous PTO

Ongoing professional development and continuing education opportunities

Exposure to Hearst Health's enterprise finance network and career pathways

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