Job Description

What You'll Do

Own the Monthly Close Process

• Serve as the project manager of the monthly close cycle, coordinating across Accounting, business leaders, and the FP&A team against a structured business-day calendar
• Manage the month end reporting deliverables, ensuring data integrity before executive narrative is finalized
• Maintain daily contact with Accounting on close status, preliminary actuals, and open items
• Produce and distribute monthly Budget vs. Actual packages for business leaders across Product, Engineering, Operations, G&A, and Sales

Lead Business Leader Engagement

• Serve as the primary Finance point of contact for business leaders throughout the forecast cycle — scheduling and running review meetings, collecting inputs, and following up on open items
• Validate business leader forecast submissions against historical patterns and financial assumptions, escalating risks to the FP&A Director
• Draft forecast variance commentary and narrative summaries for CFO and executive review

Drive Forecast Coordination

• Coordinate the consolidation of expense and revenue forecast inputs across the FP&A team, ensuring clean handoffs and a single source of truth ahead of CFO review
• Partner with the Senior Financial Analyst on bookings, churn, and deal timing assumptions, serving as the first-pass validator before Director approval
• Maintain version control and documentation discipline across forecast iterations

Improve the Process

• Lead a monthly retrospective on the close and forecast cycle — identifying what broke, what slipped, and what to improve the following month
• Own continuous improvement of business leader templates, forecast documentation, and close calendar processes
• Contribute to a culture of operational excellence in a team where every cycle is an opportunity to get better

Qualifications

Experience & Qualifications

• 5+ years of FP&A or corporate finance experience, preferably in a PE-backed, high-growth SaaS or healthcare technology environment
• Demonstrated ownership of a monthly close and forecast cycle, including cross-functional coordination with Accounting and business leaders
• Strong financial modeling skills in Excel; experience with ERP or CPM platforms (NetSuite, Adaptive Planning, or similar) a plus
• Familiarity with SaaS metrics — ARR, churn, net revenue retention — and how they connect to financial reporting and forecasting
• Bachelor's degree in Finance, Accounting, or related field
• This role is preferably based in the Philadelphia with options to reside in NJ and NYC areas with expected occasional travel to Philadelphia.

Skills & Attributes

• Natural project manager: you track dependencies, own the calendar, and surface blockers before they become problems
• Strong communicator: you can prepare materials for business leaders and translate financial complexity for executive audiences
• Detail-oriented with a quality-control mindset — you catch the errors before they leave your desk
• Business partner mentality: you build relationships with stakeholders outside Finance and are comfortable navigating a cross-functional environment
• Continuous improvement orientation: you treat every close cycle as an opportunity to make the next one better

Additional Information

What does IntegriChain have to offer?

• Mission driven: Work with the purpose of helping to improve patients' lives!
• Excellent and affordable medical benefits + non-medical perks including Student Loan Reimbursement, Flexible Paid Time Off and Paid Parental Leave
• 401(k) Plan with a Company Match to prepare for your future
• Robust Learning & Development opportunities including over 700+ development courses free to all employees

#LI-LW1

IntegriChain is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to race, color, religion, national origin, ethnicity, age, sex, marital status, physical or mental disability, gender identity, sexual orientation, veteran or military status, or any other category protected under the law. IntegriChain is an equal opportunity employer; committed to creating a community of inclusion, and an environment free from discrimination, harassment, and retaliation.

_ Our policy on visa sponsorship for US based positions:_ Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by IntegriChain.