Senior Financial Analyst

Senior Financial Analyst

For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes.

TheKey is led by a team that reflects a wide range of industry experience in home care, senior care, and healthcare, along with deep expertise in technology, operations, transformation, and customer experience. This includes guidance from our Scientific Advisory Board, made up of nine experts in brain health, aging, and geriatrics, alongside the day-to-day expertise of our clinical and care teams who bring this work to life in the home. But what unites everyone at TheKey, from our leadership team to our caregivers, is a shared passion for reimagining what aging at home can look like. We're driven by a common mission: helping more older adults get the services and tools they need to age well, where and how they want.

The Senior Financial Analyst functions as a strategic partner within the organization, responsible for the end-to-end management of financial planning, reporting, and forecasting processes. Beyond technical modeling and data analysis, the role involves deep collaboration with business stakeholders to test assumptions, influence decision-making, and identify operational improvements. By utilizing advanced analytical skills and automation tools, the analyst ensures data integrity and actionable insights, while also contributing to team growth through mentorship and the continuous refinement of financial infrastructure.

We're looking for a Senior Financial Analyst who is as comfortable digging into complex data as they are building real relationships across the business. Ideally, you're a self-starter with 3–6 years of experience in corporate finance or FP&A—someone who genuinely enjoys taking ownership of models and forecasting without needing constant guidance. While your technical skills are top-notch (especially in Excel and PowerPoint), what really sets you apart is your proactive approach as a business partner. You don't just report the numbers; you challenge assumptions, hunt for actionable insights, and are always looking for ways to use AI or automation tools to make the team's life easier. If you've navigated the fast-paced world of private equity, healthcare, or labor-driven industries, and you thrive on mentoring others while refining the financial tools we rely on every day, you'd be a perfect fit for this team.

Senior Financial Analyst Responsibilities:

• Planning and forecasting. Own key financial models, reporting packages, and forecasting workstreams, executing the financial planning process with limited oversight.
• KPIs and performance. Deliver clear, well-substantiated variance analysis and recommend specific actions based on findings.
• Business partnering. Partner with business stakeholders to gather inputs, support decisions, and rigorously test underlying assumptions.
• Business cases. Support the development of business cases and investment analyses, including rate increases, utilization, and bill and pay spread.
• Tools and automation. Build dashboards, automate recurring processes, and improve data flow. Apply AI and analytical tools to strengthen forecasting, reporting, and variance analysis, and identify opportunities to automate recurring work.
• People development. Support the training of analysts and the advancement of the team's tools and templates.

Qualifications & Experience:

• B.A. or B.S. in finance, accounting, economics, or a related field.
• Three to six years of experience in corporate finance or FP&A.
• Advanced proficiency in Excel and PowerPoint.

Preferred Qualifications:

• MBA or relevant master's degree.
• Experience in home care, healthcare services, or another labor-driven business. Experience within a private equity-backed organization.
• Experience with Planful, Workday Adaptive Planning, Power BI, and Tableau. Experience using AI-enabled productivity, reporting, or analytical tools.

Physical Requirements:

• Ability to travel approximately up to 30% of the time, lift and carry up to 15-20 pounds, sit, stand and walk for prolonged periods, and use of standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc.

Benefits for full time employees

• Medical/Dental/Vision Insurance
• TouchCare VirtualCare
• Life Insurance
• Health Savings Account
• Flexible Spending Account
• 401(k) Matching
• Employee Assistance Program
• PTO Plan for Non-Exempt Employees
• Flexible PTO Plan for Exempt Employees
• Holidays and Floating Holidays
• Pet Insurance

TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.

California Residents Only:

In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded.