Full-Time FP&A Associate

Founded in 2015, Phil is a San Francisco-based, Series D health-tech startup building a platform streamlining prescription management for doctors, pharmacies, and patients.

Position Overview: The FP&A Associate will be an early hire in the Finance Team, tackling critical financial challenges and maturing finance infrastructure. Reporting to the Senior Director, Finance, this role involves close collaboration with Finance, Accounting, Strategic Finance, and Business partners to drive financial planning and analysis. The role will influence key decisions by developing financial and operational reporting/metrics, working on projects frequently involving executives.

Responsibilities:

• Maintaining and improving short-term and long-term financial models
• Establishing metrics and reporting processes for internal and external stakeholders
• Supporting executive and board presentations
• Collaborating across functions and finance stakeholders
• Designing and improving finance team and business processes

Qualifications:

• Bachelor's degree in Finance, Business Administration, or related field (or equivalent experience)
• 3+ years progressive experience in investment banking, private equity, corporate/strategic finance (healthcare/health-tech experience a plus)
• Strong understanding of financial reporting and P&L management
• Experience preparing and presenting to key decision-makers
• Strong communication, presentation, and relationship-building skills
• Advanced proficiency in Excel, PowerPoint, Google Docs/Sheets/Slides
• Collaborative working style and cross-functional relationship building
• Adaptability in unstructured environments
• Intellectual curiosity and desire to learn the FP&A skillset and the health-tech industry

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