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firsthand supports individuals living with SMI (serious mental illness). Our holistic approach includes a team of peer recovery specialists, benefits specialists and clinicians. Our teams focus on meeting each individual where they are and walking with them side by side as a trusted guide and partner on their journey to better health. firsthand's team members use their lived experience to build trust with these individuals and support them in reconnecting to the healthcare they need, while minimizing inappropriate healthcare utilization. Together with our health plan partners, we are changing the way our society supports those most impacted by SMI. We are cultivating a team of deeply passionate problem-solvers to tackle significant and complex healthcare challenges with us. This is more than a job—it's a calling. Every day, you will engage in work that resonates with purpose, gain wisdom from motivated colleagues, and thrive in an environment that celebrates continuous learning, creativity, and fun. The Finance Associate will be involved in the finance and accounting activities of firsthand, including investment / capital allocation strategy development, budgeting / forecasting, financial analysis, fundraising, and board communications and presentations. You will help translate data into clear narratives for leadership, support planning and forecasting processes, and provide analysis that guides both day-to-day operations and long-term strategy. This fully remote role (with opportunities for travel) reports to the Chief Financial Officer and will have close collaboration with the SVP, Finance (both based in Greater NYC Area).
Job Responsibility:
Perform rigorous financial planning, analysis, and reporting processes
Build and maintain detailed bottoms-up operational and financial forecast models
Deliver monthly and quarterly reporting and analysis of key business metrics
Drive ad hoc analyses end-to-end to support resource allocation decisions
Work with Operations and Clinical teams to set hiring and performance targets
Assist with financial statement audits, tax reporting, and developing internal processes & controls
Shape the future of firsthand’s Finance & Accounting teams by implementing best-in-class systems and processes
Requirements:
Bachelor’s and/or MBA degree in Finance, Accounting, and/or Statistics
CFA and/or CPA preferred
3+ years of experience in financial services (IB, PE, venture capital) and/or value-based healthcare corporate finance roles
Experience with financial systems and/or business intelligence tools
Deep understanding of financial, accounting, and investment concepts and knowledge of U.S. GAAP principles
Strong financial modeling skills (utilizing both Microsoft and Google product suites)
Ability to work collaboratively with all levels of employees, management, and outside parties
Detail- and output-oriented mindset
Ability to summarize and visualize financial and statistical data into meaningful insights
Strong attention to detail, accuracy, and accountability
What we offer:
equity (or a special incentive program for clinical roles)
performance bonus potential
physical and mental health, dental, vision
401(k) with a match
16 weeks parental leave for either parent
15 days/year vacation in your first year (increases to 20 days/year in your second year and beyond)
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