Financial Analyst, FP&A

About TouchCare

TouchCare is a healthcare concierge service dedicated to simplifying the complexities of health insurance and the healthcare system. By assigning each member a personal assistant, TouchCare helps resolve billing issues, coordinate with providers, and save individuals time and money. Committed to providing a healthier understanding of healthcare, TouchCare makes navigating healthcare more convenient and stress-free for its users.

The Role

We are seeking a highly analytical and detail-oriented Financial Analyst, FP&A to support financial planning, forecasting, and business insights across the organization. This role will partner closely with leadership and cross-functional teams to help drive data-driven decisions and provide visibility into company performance.

This is an ideal opportunity for someone who wants to grow within a high-growth environment and gain exposure to both strategic finance and operational decision-making.

What You’ll Do

• Financial Planning & Forecasting
• Support annual budgeting, quarterly forecasting, and long-range planning
• Build and maintain financial models related to revenue, headcount, and operating expenses
• Track and analyze key financial and operational KPIs
  
  

Business Partnering & Analysis

• Partner with Sales, Marketing, Operations, and Finance teams to support business decisions
• Analyze performance trends and provide insights on variances vs. plan
• Assist in evaluating new initiatives, investments, and growth opportunities
  
  

Reporting & Insights

• Prepare monthly and quarterly reporting packages for leadership
• Build dashboards and reports to track performance across the business
• Translate data into clear, actionable insights
  
  

Process & Systems

• Support development and improvement of FP&A processes and reporting tools
• Assist with implementation and optimization of financial systems
• Help ensure data accuracy and consistency across reporting
  
  

Who You Are

• 2–5+ years of experience in FP&A, finance, consulting, or related field
• Strong financial modeling and analytical skills (advanced Excel required)
• Ability to work cross-functionally and communicate insights clearly
• Highly organized, detail-oriented, and proactive
• Comfortable in a fast-paced, evolving environment
  
  

Nice to Have

• Experience in healthcare, benefits, or subscription-based business models
• Exposure to SaaS metrics (CAC, LTV, pipeline, revenue forecasting)
• Experience with tools like NetSuite, Salesforce, or BI platforms
  
  

What We Offer

• Competitive base salary commensurate with experience
• Opportunity to build and shape company culture from day one
• Direct impact on improving financial wellness for thousands of employees
• Flexible benefits package
  
  

W hy Join Us?

• Impactful Growth: Lead the expansion of specialized services that provide critical support to members during complex life events.
• Collaborative Environment: Work closely with a supportive team across Sales, Client Success, Product, and Marketing.
• Strategic Leadership: Shape the go-to-market strategy and future evolution of TouchCare’s specialized portfolio.
  
  

Location: This position will be in-person, 5 days a week in the Stamford office.