Sr. Financial Analyst

About Us

Activated Insights, a Software-as-a- Service (“SaaS”) leader in long-term and post-acute care, has opened a new Sr. Financial Analyst seat to support our company’s growth and operational efficiency.

Founded in 2008, Activated Insights is a software company serving North America’s fastest-growing labor market—long-term and post-acute senior care. As the market leader, our technology, surveys, and training solutions are used by everything from small independent providers to large enterprise organizations. Ultimately, our services impact the lives of hundreds of thousands of seniors every year. Today, with over 250 team members, over 7,000 customers that extend into over 23,000 sites of care, our products focus on employee engagement, ongoing education, resident and patient satisfaction surveys, and reputation management tools.

What Sets Activated Insights Apart:

• We are at the heart of the healthcare industry's most dynamic sector, with an ever-growing demand for post-acute care and long- term care to address the fastest growing segment of the US population.

• Our bond with healthcare providers draws compassionate, service-driven team members, fostering a spirited, collaborative culture aligned on our mission to deliver exceptional experiences for our employees, our customers and the people in their care.

• A high performing executive leadership team with success in both public and PE companies, primarily in high-growth companies focused on the long term and post-acute care market.

• Backed by a private investment firm with 40+ years of experience forging lasting partnerships across the healthcare industry.

Why This Role Matters

As a Sr. Financial Analyst, you will play a critical role in translating business activity into financial insights that drive executive decision-making.

This role offers direct exposure to senior leadership and Board-level reporting, with the opportunity to influence strategic and operational decisions as the company scales. You will serve as a key partner across Finance, Sales, and Operations—bringing clarity to performance, improving forecast accuracy, and helping the business operate with greater financial discipline.

Key Responsibilities

Financial Planning & Analysis

• Own and evolve driver-based financial models to support forecasting, budgeting, and long-range planning

• Build and manage revenue and bookings forecasts using pipeline data, historical trends, and market insights

• Deliver monthly and quarterly budget-to-actual and forecast variance analyses, identifying key performance drivers

• Support M&A activities including financial modeling, due diligence, and post-acquisition performance tracking

• Lead scenario modeling and ad hoc analyses to support strategic decision-making

Business Partnership & Insights

• Partner closely with Sales, Operations, and Product leaders to understand business drivers and improve forecast accuracy

• Translate complex financial analyses into clear, actionable insights for executive audiences

• Proactively identify risks and opportunities, providing recommendations to improve performance and cost discipline

• Present financial results, trends, and key insights in business reviews and planning sessions

Reporting & Systems

• Design and own scalable reporting processes for leadership and Board-level reporting

• Maintain and enhance dashboards and reporting across systems such as Salesforce, Zuora, and Power BI

• Develop recurring reporting packages (daily, weekly, monthly) that improve visibility into business performance

• Financial Close & Reporting Support

• Partner with Accounting during month-end close, including accrual support and financial review

• Perform variance analysis and investigate discrepancies to ensure accuracy and insight

• Support preparation of executive and Board reporting materials

Financial Close & Reporting Support

• Partner with Accounting during month-end close, including accrual support and financial review

• Perform variance analysis and investigate discrepancies to ensure accuracy and insight

• Support preparation of executive and Board reporting materials

Experience & Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field

• 4–7+ years of experience in FP&A or a related finance role (SaaS experience strongly preferred)

• Strong understanding of SaaS metrics and business models, including ARR, NRR, churn, CAC, and LTV

• Advanced Excel and financial modeling skills required

• Experience with tools such as Salesforce, Zuora, and Power BI preferred

• Highly analytical, detail-oriented, and comfortable operating in a fast-paced, evolving environment

• Strong communication skills with the ability to influence and partner with cross-functional stakeholders

Location

• On-site at our Tampa, FL office

Schedule

• Full time, 40 hours each week

• Monday through Friday, core business hours of 8:00 AM to 5:00 PM locally with occasional flexibility for collaboration across time zones or to meet critical deadlines.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.

• Frequent video meetings requiring camera use