[Hiring] Finance Associate REMOTE USA
Position: Finance Associate
Date Posted: September 3, 2025
Industry: Health-Tech / SaaS
Employment Type: Full Time
Experience: 2–3 years
Qualification: Bachelor’s Degree in Finance, Economics, BBA, or related field (Master’s or MBA preferred)
Location: Remote, New York, United States
Company: Phamily / Jaan Health
Description:
About the Role:
Jaan Health is seeking a Finance Associate to join its dynamic, high-impact team. In this role, you will work closely with the CFO and VP of Finance to manage essential financial operations, deliver actionable insights, and lead strategic initiatives across the organization. This position offers a hands-on opportunity to engage with the inner workings of a rapidly growing healthcare SaaS business.
Key Responsibilities:
- Oversee financial reporting, budgeting, forecasting, and cash flow tracking.
- Prepare internal financial summaries and dashboards for leadership and stakeholders.
- Analyze financial and operational data using Excel, SQL, and other analytics tools.
- Identify and implement process improvements in finance and business operations workflows.
- Monitor KPIs and provide insights to drive strategic decisions.
- Partner with Product, Operations, Growth, and Customer Success teams on key initiatives.
- Research and evaluate potential growth opportunities and partnerships.
- Support investor and board reporting requests as needed.
Who You Are:
- Passionate about improving healthcare and working on mission-driven products.
- Highly skilled with spreadsheets, financial reporting, and operational data.
- Self-directed, analytical, and a quick learner.
- Excellent communicator with strong follow-through and problem-solving skills.
- Detail-oriented but able to prioritize effectively.
- Comfortable managing workstreams independently in a small, agile team.
- Interested in healthcare, software, or data-driven businesses.
Required Skills & Experience:
- 2–3 years of experience in investment banking, consulting, startup finance, or related field; healthcare or SaaS experience is a plus.
- Advanced Excel skills; familiarity with SQL or Python for data analysis.
- Strong financial modeling, reporting, and analytical capabilities.
- Entrepreneurial mindset and ability to tackle complex challenges.
- Excellent communication and presentation skills.
- High attention to detail and adaptability in fast-paced environments.
What You Gain:
- Hands-on experience in scaling a high-growth SaaS startup.
- Exposure to strategic decision-making and cross-functional leadership.
- Opportunities to own impactful projects and grow within the organization.
- Launchpad for future roles in startups, finance, or entrepreneurship.
Compensation & Benefits:
- Competitive salary based on experience with high earning potential.
- Potential equity based on performance.
- Flexible vacation and remote work policy.
- Comprehensive health insurance coverage for employees and dependents, including dental, vision, and daycare FSA.
- 401(k) with company matching after six months.
- Paid maternity leave.
Equal Opportunity:
Jaan Health recruits and hires without regard to race, national origin, religion, gender, gender identity, sexual orientation, disability, marital status, veteran status, or age.
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