Financial Planning and Analysis

Hi. We're Infinitus. We're a team of ex-Googlers, startup veterans, and industry experts on a mission to build AI that improves how Americans get access to critical specialty medications. Our purpose-built AI system automates phone calls to insurance companies, pharmacy benefit managers, and pharmacies to make the business of caring for people less "business," more "people."

Our approach combines multi-model/multimodal AI, human-in-the-loop machine learning, and an extensive knowledge graph to conduct accurate, compliant, autonomous conversations between organizations. Since Infinitus was founded over five years ago, we’ve automated over 3 million calls, processed more than 42 million minutes of audio, and saved the US healthcare system thousands of hours.

We’re backed by capital and industry leaders such as Kleiner Perkins, Coatue Management, a16z and Google Ventures. If you're looking to join a dynamic team at the forefront of AI and health tech, and you’re ready to challenge "how it's always been done," we want to meet you.

**About the role**:
**Key Responsibilities**:

- ** Budgeting**
- Assist in the preparation of annual budgets, including gathering input from various departments.
- Monitor ongoing budget performance, comparing actual results to forecasts and budgets.
- Provide insights and recommendations based on budget trends and variances.
- ** Forecasting**
- Develop and update financial forecasts, taking into account business trends, operational performance, and market conditions.
- Collaborate with department heads to create rolling forecasts that align with business goals.
- Maintain and improve forecasting models for accuracy and efficiency.
- ** Variance Analysis**
- Conduct thorough variance analysis between actuals and budget/forecasts to identify key drivers.
- Provide actionable insights and explanations for discrepancies and work with business units to address deviations.
- Present findings to senior management in a clear and concise manner.
- ** Month-End Accounting Close**
- Support the accounting team in month-end closing activities by ensuring accurate financial reporting.
- Analyze monthly financial results, comparing actual performance against budgets and forecasts.
- Assist in preparing financial reports, including profit and loss statements, balance sheets, and cash flow statements.
- ** Ad-hoc Reporting & Analysis**
- Develop ad-hoc financial reports and analyses based on business needs and management requests.
- Provide support for special projects, including financial modeling and scenario analysis.
- Assist in preparing materials for board meetings, investor updates, and other key stakeholders.
- ** Financial Modeling**
- Build and maintain robust financial models to support decision-making related to growth strategies, capital expenditures, and other major initiatives.
- Conduct sensitivity analysis to assess the impact of various scenarios on the company’s financial outlook.
- ** Automation of Manual Processes**
- Identify opportunities to automate manual processes and financial reports to improve efficiency and accuracy.
- Implement and manage automation tools and scripts to streamline repetitive tasks.
- Ensure continuous improvement of reporting systems and data management.
- ** Process Improvement**
- Identify and implement process improvements to streamline budgeting, forecasting, and reporting activities.
- Ensure data accuracy and consistency across all financial models and reports.

**Qualifications**:

- Bachelor's degree in Business Administration, Finance, Accounting, or a related field.
- A Master's degree is a plus but not required.
- 10-15 years of experience in financial planning, budgeting, and analysis.
- Expertise in MS Office (particularly Excel for advanced data analysis and modeling).
- Proficiency with Google Suite, QuickBooks, and ERP systems.
- Strong analytical, problem-solving, and communication skills.
- Ability to work independently in a remote environment while managing multiple projects.

**Key Skills**:

- Advanced proficiency in **Excel**, including pivot tables, VLOOKUP, macros, and financial modeling.
- Experience with **Google Suite** tools (Sheets, Docs, Slides).
- Strong understanding of financial statements and accounting principles.
- High attention to detail and ability to work with large data sets.

Infinitus Systems, Inc. is building AI solutions to make healthcare “wait-less,” to remove the obstacles that hinder patient care by handling the tedious back-office phone calls required for therapy and procedure approval. We believe deeply in the infinite possibilities of AI, its potential to transform healthcare, and our ability as a team to make it happen.