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Financial Analyst

Transform9Birmingham, AL

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Overview

Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Health Insurance
Dental Insurance
Vision Insurance

Job Description

Calling your doctor shouldn't be harder than seeing your doctor. But at most practices, patients wait on hold, front-office staff drown in ring queues, and revenue walks out the door with every missed call.

Transform9 builds AI agents that answer every call for physician practices — scheduling appointments, routing callers, and resolving routine requests in seconds, around the clock. Our agents integrate directly with each practice's EHR, practice management, and phone systems, and adapt to how their front office actually works.

Our agents have handled millions of patient calls for thousands of providers, cut average hold times by 90%, and decreased call abandonment by 80%. We're headquartered in Birmingham, AL, and growing fast.

About the role

You'll be the analytical engine of a fast-growing healthcare AI company — building the reporting, models, and metrics leadership uses to run the business. Small team, real visibility: your work goes straight to the executive team and the board.

What you'll do

  • Prepare monthly financial reporting and support the board reporting package
  • Run budget vs. actuals reviews with department owners and explain variances
  • Track and report SaaS metrics: ARR, net revenue retention, CAC payback, gross margin
  • Build pricing, hiring, and scenario models to support strategic decisions
  • Support month-end close and reconciliation in QuickBooks
  • Help maintain compliance with financial policies and controls as we scale

Location

Full-time onsite at our Birmingham, AL office.

Requirements

  • 1–3 years in FP&A, accounting, banking, or consulting
  • Advanced Excel and financial modeling skills
  • Bachelor's degree in finance, accounting, economics, or equivalent practical experience
  • Detail-oriented, deadline-reliable, and able to explain numbers to non-finance colleagues

Nice to have

  • Exposure to SaaS or healthcare businesses

Benefits

  • Top-tier health coverage: medical, dental & vision
  • 401(k)
  • Paid time off + holidays, and paid parental leave

If you want to fix the front door of healthcare, we'd love to hear from you.

Transform9 is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Note: the Transform9 team will only email you from a transform9.com email address.

Automate your job search with Sonara.

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FAQs About Financial Analyst Jobs at Transform9

What is the work location for this position at Transform9?
This job at Transform9 is located in Birmingham, AL, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Transform9?
Employer has not shared pay details for this role.
What employment applies to this position at Transform9?
Transform9 lists this role as a Full-time position.
What experience level is required for this role at Transform9?
Transform9 is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Transform9 for this role?
Transform9 offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Holidays, Paid Vacation, Parental and Family Leave, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Transform9?
You can apply for this role at Transform9 either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.