Finance Associate - Health-tech AI SaaS, Remote
Location : Remote, New York
Jaan Health's team is growing! We're looking for a talented Finance Associate to join our lean, high-impact team. In this role, you'll work closely with the CFO and VP of Finance to manage core financial operations, deliver insights to support decision-making, and lead cross-functional strategic initiatives. This is a strong opportunity for someone who wants hands-on exposure to operating a high growth SaaS business in the healthcare space.
Who We Are :
Jaan Health is a rapidly growing healthcare technology company on a mission to transform healthcare by powering proactive care at population scale. Our AI-powered virtual care SaaS platform, Phamily, enables physicians and care teams to better manage patients' chronic conditions and general health needs between visits while increasing financial sustainability for health systems and medical groups. We've helped tens of thousands of patients since our founding. We need your help to serve even more
patients.
Who You Are :
The ideal candidate will possess many of the following professional and personal abilities, attributes,
and experiences :
- Passionate about our mission and working on products that improve lives
- Deep comfort with spreadsheets, financial reporting, and operational detail
- Self-directed quick learner and analytical problem solver
- Clear, concise communicator who asks sharp questions and follows through
- Perfects every detail, but limits the number of details
- Comfortable owning workstreams independently in a small, agile team
- Interest in healthcare, software, or data-driven businesses
Key Responsibilities :
Oversee financial reporting, budgeting, forecasting, and cash flow trackingPrepare internal financial summaries and dashboards for leadership and stakeholdersUtilize Excel, SQL and data analytics tools to analyze financial and operational dataIdentify and implement improvements to finance and business operations workflowsMonitor and report on KPIs, along with insightsEvaluate and improve operational processes to enhance efficiencyPartner with Product, Ops, Growth and Customer Success teams to support key initiativesResearch and identify potential growth and partnership opportunitiesSupport investor or board reporting requests as neededWhat Skills You'll Need :
2 to 3 years of experience in investment banking, consulting, startup finance or a relatedfield; healthcare or SaaS industry experience a plus
Bachelor's Degree in Finance, Economics, BBA, or related field required.Master's Degree in Finance, Economics, MBA, or related field preferred.Advanced Excel skills; comfort with SQL or Python for data analysisStrong financial modeling, reporting, and analytical abilitiesEntrepreneurial mindset focused on solving complex challengesStrong communication and presentation skillsHigh attention to detail with ability to prioritize what mattersAdaptable and energized by fast-paced environmentsWhat You Gain :
Hands-on experience operating and scaling a high-growth SaaS startupDirect exposure to strategic decision-making and cross-functional leadershipFast learning curve with opportunities to own high-impact projectsA launchpad for future roles in startups, investing, or entrepreneurshipWe're excited to see how you can make a difference in our expanding team!
Our Compensation & Benefits :
Competitive compensation commensurate with experiencePotential to earn equity based on performanceWe embrace a remote working environmentMedical, Dental, and Vision coverage for employees and dependents at a nominal costVision coverage for employees and dependents at a nominal costPaid Maternity LeaveFSA and Dependent Care saving account options401(k)A collaborative work environmentIf you take pride in delivering results, embrace challenges, and proactively seek improvement, then this is the place for you. You will be part of a smart, self-aware, humble team dedicated to improving healthcare.
Jaan Health and Phamily provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.