What is Collectly Inc?

Collectly Inc is actively hiring for Finance roles. Visit the company page to see all open positions and learn more about working at Collectly Inc.

Senior Financial Planning Analyst (San Francisco, CA)

$150k - $180k

Collectly Inc San Francisco, California Today

finance

About Collectly:

Collectly is a fast-growing healthcare tech startup leading the charge in transforming the U.S. healthcare market through AI-driven innovation. In the U.S., millions of patients interact with healthcare providers daily, navigating a system that often struggles with inefficiencies, administrative burdens, and suboptimal financial experiences.

At the forefront of the AI boom, Collectly is redefining revenue cycle management (RCM) by applying cutting-edge artificial intelligence to automate workflows, streamline billing processes, and create seamless financial experiences. Our solutions are designed to tackle some of the biggest challenges in healthcare: accelerating cash flow, reducing administrative overhead, and elevating the patient experience during critical non-clinical touchpoints.

By simplifying billing for providers and elevating the patient financial experience, Collectly empowers healthcare organizations to thrive in a rapidly evolving healthcare landscape. We empower healthcare providers to focus on what matters most—delivering care.

The Opportunity:

Join us as a Senior FP&A Expert, a pivotal role bridging the gap between financial data and business strategy. You will take full ownership of our planning and reporting cadence while working hands-on with senior leadership. Your focus will be on identifying key drivers for expansion and driving efficiency across Collectly.

Please note: This role is hybrid - candidates located in the San Francisco Bay Area only will be considered.

What You'll Do

Develop and refine robust financial models to guide strategic decision-making, new ventures, and capital allocation cases.

Collaborate with department heads to establish and monitor KPIs and operational metrics that fuel business growth.

Conduct ROI assessments for upcoming product launches, marketing campaigns, and cross-functional investments.

Prepare high-level financial decks and business review packages for the C-Suite and Board of Directors.

Manage the delivery of Monthly Business Reviews (MBR) and provide detailed performance narratives.

Execute ad-hoc financial analysis and special strategic projects as required.

Who You Are

A Bachelor’s degree in Finance, Accounting, or a related field.

5+ years of experience in FP&A.

Experience in high-growth, venture-backed B2B SaaS companies (Series A, B & C)

Strong Excel skills and experience with financial modelling.

Deep understanding of financial statements, forecasting techniques, and B2B SaaS business models

Great communication skills, including experience presenting to senior leadership and cross-functional stakeholders

Analytical mindset with strong business acumen, you’re comfortable interpreting the “why” behind the numbers

Advanced knowledge of the statements and accounting concepts

The ability to work independently while communicating with team members.

Why You'll Love It Here:

Unlimited PTO: We believe in work-life balance and encourage you to recharge when you need it.

Comprehensive Health Coverage: Fully paid medical, dental, and vision insurance for you and your dependents, because your well-being matters to us.

Equity Opportunities: Share in our success with stock options - your hard work will drive our growth.

Retirement Planning Made Easy: Enjoy a 401(k) with a generous company match to secure your future.

Student Loan Support: We help lighten the load with contributions toward your student loans.

Compensation: $150,000 - $180,000 per year