• Job Description

  Req#: 8f451229-3425-493e-8b91-51da092cdc7b
  Behavioral Health EHR
  
  ICANotes is a leading behavioral health EHR software company dedicated to helping mental health and addiction treatment professionals streamline clinical documentation and practice management. We are committed to building a talented team that shares our passion for improving behavioral healthcare through technology.
  
  Company Culture
  
  At ICANotes, we believe in fostering a culture of continuous improvement and learning. We prioritize adaptability over inflexible processes and encourage cross-functional teams to work together and collaborate to achieve shared objectives. We promote transparency and open communication within teams and stakeholders while fostering a culture of trust, respect, and accountability among team members.
  
  ICANotes is an Equal Opportunity Employer.
  
  Position Overview
  
  ICANotes is seeking a Senior FP&A Analyst to join our finance team. In this high-impact role, you will serve as a strategic business partner to cross-functional leaders, delivering financial insights and forward-looking analyses that power confident decision-making. You'll own core FP&A functions across budgeting, forecasting, and revenue analytics while developing the models, narratives, and frameworks that translate complex data into clear, actionable intelligence.
  
  Key Responsibilities
  
  Financial Planning & Reporting
  
  
  • Lead preparation of annual budgets, quarterly forecasts, and rolling financial projections
  • Perform in-depth variance analysis, identifying root causes and recommending counter measures to leadership
  • Develop and maintain financial models that reflect underlying business drivers
  
  Revenue & SaaS Analytics
  
  
  • Conduct retention, cohort tracking, and churn analysis to surface trends and inform strategic decisions
  • Analyze user expansion and contraction metrics to support growth initiatives
  • Develop forward-looking insights into key revenue and business metrics
  • Maintain understanding of revenue recognition principles (ASC 606) as they relate to financial reporting
  
  Business Partnership & Ad Hoc Analysis
  
  
  • Act as a trusted business partner to cross-functional teams, gathering inputs, validating assumptions, and ensuring models reflect true business dynamics
  • Support ad hoc scenario analysis, sales pipeline reviews, pricing studies, and margin analyses
  • Partner with sales leadership on quota planning and go-to-market financial support
  • Frame analyses with potential counter measures that enable leadership to make informed, timely decisions
  
  Communication & Storytelling
  
  
  • Translate complex financial data into clear narratives that resonate with both financial and non-financial audiences
  • Prepare and present materials to senior stakeholders with clarity and confidence
  • Build presentations and reports that distill key takeaways without sacrificing analytical rigor
  
  
  Qualifications
  
  Required
  
  
  • 3-5 years of FP&A experience, ideally within a SaaS or technology company
  • Bachelor's degree in accounting, Finance, or a related field
  • Expert-level proficiency in Microsoft Excel, including advanced modeling, dynamic formulas, and scenario analysis
  • Strong analytical and problem-solving skills with a proven ability to build and maintain complex financial models
  • Working knowledge of revenue recognition standards (ASC 606)
  • Experience with sales quota planning and go-to-market financial processes
  • Clear, confident communicator with demonstrated experience presenting to senior stakeholders
  • Ability to manage multiple priorities, work cross-functionally, and thrive in a fast-paced environment
  
  Preferred
  
  
  • Experience using AI tools to automate financial processes and improve efficiency
  • Familiarity with SaaS metrics frameworks (ARR, GRR/NRR, LTV, CAC, etc.)
  • Experience with BI or FP&A platforms (e.g., Tableau, Power BI, Adaptive Insights, Anaplan)
  
  
  Candidates must be authorized to work in the United States on a full-time basis for any employer without restriction. Applicants must be located in the Eastern Time Zone; candidates based in New Jersey or Maryland are preferred. Visa sponsorship is not available for this position.
  
  Benefits for full-time domestic employees
  
  
  • Healthcare (medical, dental, vision)- company pays for up to 75% of health insurance for both employee and dependents - some plans with HSA options
  • Basic term and optional term life insurance
  • Short-term disability (paid for by the company) and long-term disability
  • 401(k) and employer-matched retirement plan
  
  Note: This job description is not intended to be all-inclusive. Staff member may perform other related duties as negotiated to meet the ongoing needs of the organization.
  
  The pay range for this role is:
  
  100,000 - 120,000 USD per year (Remote (United States))

• About the company

  The best remote jobs for you

Notice