Financial Business Analyst

About Peerlogic

Peerlogic is an AI software company transforming how healthcare practices communicate with patients. Our platform helps thousands of providers improve patient experience through conversational AI, automation, analytics, and communications technology.

About the Role

Peerlogic is looking for a hands-on Financial Business Analyst who enjoys driving the day-to-day revenue, budgeting and planning, and business process definition functions of a fast-growing SaaS company. This role reports directly to the CFO and works closely with leadership to ensure accurate and relevant financial planning, revenue forecasting, metrics reporting, and robust, streamlined, and efficient cross-functional business processes.

Key Responsibilities

• Conduct core financial planning activities, including budgeting, forecasting, and variance analysis.
• Perform Revenue Operations (i.e., pipeline reporting, sales forecasting, and CRM and billing systems operations).
• Develop and maintain revenue forecasting and financial models.
• Analyze trends in revenue and expenses.
• Provide clear, actionable insights to support leadership decisions.
• Prepare monthly and quarterly reporting packages.
• Monitor key performance indicators.
• Partner with cross-functional teams to align financial plans with operational priorities.
• Consolidate financial data.
• Ensure accuracy and consistency of information.
• Recommend improvements to processes, tools, and dashboards.
• Manage deadlines independently while maintaining strong communication with stakeholders.
• Drive and own monthly SaaS metrics reporting (MRR, ARR, churn, collections, deferred revenue).
• Build board-ready financial reporting packages each month.
• Maintain a reliable 13-week cash flow forecast.
• Partner with leadership on budgeting and scenario planning.
• Ensure commission payments are accurate and on time.
• Assist in streamlining workflows across the business.
• Become the trusted financial operations partner for leadership.

Requirements & Tech Stack

• Strong Excel financial modeling skills to build, maintain, and improve models for scenarios, forecasting, and performance analysis and support strategic decision-making and long-term business objectives.
• A strong analytical foundation to interpret complex data and identify trends and anomalies, and provide clear insights and recommendations.
• Strong communication skills.
• Comfort using AI tools such as Claude to speed analysis, model building, and workflow execution would be a plus.

Qualifications

• Knowledgeable in the fundamentals of accounting and finance.
• A bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Work or internship experience in Financial Analysis would be preferred.
• Highly organized and detail-oriented.
• Proactive and able to identify problems before they become issues.
• Analytical with strong financial and Excel skills.
• Able to communicate financial information clearly in plain English.
• Curious and always looking to learn and improve.