Finance Analyst
Penguin Ai
Your Epic Quest as Our Finance Analyst - Accounting FP&A You'll own core accounting and FP&A operations that keep Penguin financially healthy and investor-ready. This is a hands-on role: run the month-end close with our external accountants, maintain the financial model, manage cash flow and vendor/customer ops, support payroll and benefits reconciliation, prepare board materials, and help with fundraising diligence. You'll be a trusted partner to leadership and play a central role in enabling rapid, disciplined growth. What Success Looks Like:
Penguin Ai: We're Not Just Building AI, We're Revolutionizing Healthcare! Want to Be Our Finance Analytical Maestro? Who We Are: The Penguin Ai Rebellion! We're not your average AI company - and we don't want average teammates. Penguin Ai was founded by healthcare veterans who knew the system needed more than hype and half-baked algorithms. We built an AI platform that actually works in healthcare - across Prior Auth, HCC Coding, and all those soul-crushing workflows no one brags about. Our platform is fast to implement (think: 60 days), reduces administrative costs up to 40%, and makes payers look like heroes without writing a line of code.
This is AI for the real world of healthcare. And just to put a fine point on it: powerhouses like Snowflake and AWS don't just partner with anyone. Their trust in our platform speaks volumes about our robust, scalable, and secure technology. Our audacious vision was first ignited by our CEO Fawad Butt , whose leadership as Chief Data Officer at both Optum and Kaiser Permanente gave him oversight of healthcare data representing nearly 75% of American lives . So, he didn't just see the problem; he lived it. Fawad understood that healthcare AI couldn't be a bandage - it had to be a purpose-built, battle-ready solution , meticulously crafted for the intricate, human-first world of medicine, not some hastily retrofitted industry software. So with Fawad, who else is steering this iceberg? A dream team boasting over 150 years of combined, hard-won healthcare experience! We're talking about heavy hitters like Kishore, Mark, Nate and Terry... who all bring different successes & expertise from AI & healthcare. These aren't just impressive resumes; they're the architects and masterminds behind a platform that doesn't just process data - it genuinely understands healthcare's pulse. We're growing faster than a penguin on a waterslide and we're always on the hunt for customer-obsessed problem-solvers to help our clients unlock the full potential of their AI investments.
This isn't some futuristic sci-fi movie set, this is AI for the real, gritty, essential world of healthcare where speed & data matter.
- Month 1-3: Smoothly own month-end close, reconcile core accounts, and deliver accurate cash/burn reporting to leadership
- Month 3-6: Maintain a reliable financial model and rolling forecast; identify and communicate key variances and actionable recommendations
- Month 6-12: Own board reporting cadence; operate AP/AR and expense programs with strong controls; materially support fundraising/due diligence and tax compliance
- Own the monthly close process with external accountants: reconciliations, accruals, journal entries, and review of books for accuracy and completeness
- Maintain and update the company financial model and rolling forecasts; track actuals vs. budget and proactively flag variances and drivers
- Track cash flow and runway; produce weekly or monthly burn and cash position reports for leadership and recommend actions
- Manage accounts payable and receivable: vendor invoice processing, payments, and customer collections
- Administer expense management and corporate card programs (Ramp, Brex, or equivalent); enforce policy and review transactions
- Support payroll processing and benefits reconciliation in coordination with HR/PEO and ensure payroll accuracy
- Prepare monthly and quarterly board reporting materials, including KPI dashboards, financial summaries, and narrative explanations of trends
- Help build and maintain the annual budget and rolling forecasts; partner with functional leads to translate operational plans into numbers
- Assist with fundraising and diligence: prepare financial reporting, build exhibits, and respond to investor questions
- Coordinate state and local tax filings; serve as internal point of contact for external tax advisors and ensure timely compliance
- 2-4 years of relevant experience in accounting, FP&A, or finance operations at startups or growth-stage companies (experience with external accounting partners preferred)
- Strong month-end close experience: reconciliations, accrual accounting, journal entries, and working with external accountants
- Hands-on financial modelling and forecasting skills; comfortable building and maintaining dynamic models
- Practical cash-management experience and familiarity producing burn/runway reports
- Experience managing AP/AR and corporate card/expense platforms (Ramp, Brex, or similar)
- Familiarity with payroll/PEO processes and basic tax filing coordination
- Proficiency in Excel (advanced modelling), Google Sheets, and modern finance tools/ATS; comfort learning new systems (NetSuite, QuickBooks, Carta, etc.)
- Strong communication skills: able to prepare clear dashboards, board-grade materials, and explain financial drivers to non-finance leaders
- Detail orientation, ownership mindset, and ability to operate in a fast-moving startup environment
- You've not just survived but thrived in the beautiful chaos of a high-growth startup
- Experience at an early-stage SaaS or healthcare tech company
- Prior involvement in fundraising and investor diligence
- Hands-on experience with NetSuite or comparable ERP
- Familiarity with GAAP accounting practices and startup equity mechanics.
- You like your coffee with a side of delightful chaos
- You're fuelled by complexity and obsessed with delivering amazing results
- You want to deliver something that fundamentally matters, transforms healthcare and ultimately saves lives
- A Bachelor's degree in Finance / Accounting or a related field
- Competitive salary: We reward greatness!
- Medical, vision, and dental coverage: Keep you healthy and smiling
- Generous vacation policy and company holidays: Recharge and conquer!
- A front-row seat in one of healthcare's most exciting AI companies - witness history in the making
Penguin Ai: We're Not Just Building AI, We're Revolutionizing Healthcare! Want to Be Our Finance Analytical Maestro? Who We Are: The Penguin Ai Rebellion! We're not your average AI company - and we don't want average teammates. Penguin Ai was founded by healthcare veterans who knew the system needed more than hype and half-baked algorithms. We built an AI platform that actually works in healthcare - across Prior Auth, HCC Coding, and all those soul-crushing workflows no one brags about. Our platform is fast to implement (think: 60 days), reduces administrative costs up to 40%, and makes payers look like heroes without writing a line of code.
This is AI for the real world of healthcare. And just to put a fine point on it: powerhouses like Snowflake and AWS don't just partner with anyone. Their trust in our platform speaks volumes about our robust, scalable, and secure technology. Our audacious vision was first ignited by our CEO Fawad Butt , whose leadership as Chief Data Officer at both Optum and Kaiser Permanente gave him oversight of healthcare data representing nearly 75% of American lives . So, he didn't just see the problem; he lived it. Fawad understood that healthcare AI couldn't be a bandage - it had to be a purpose-built, battle-ready solution , meticulously crafted for the intricate, human-first world of medicine, not some hastily retrofitted industry software. So with Fawad, who else is steering this iceberg? A dream team boasting over 150 years of combined, hard-won healthcare experience! We're talking about heavy hitters like Kishore, Mark, Nate and Terry... who all bring different successes & expertise from AI & healthcare. These aren't just impressive resumes; they're the architects and masterminds behind a platform that doesn't just process data - it genuinely understands healthcare's pulse. We're growing faster than a penguin on a waterslide and we're always on the hunt for customer-obsessed problem-solvers to help our clients unlock the full potential of their AI investments.
This isn't some futuristic sci-fi movie set, this is AI for the real, gritty, essential world of healthcare where speed & data matter.
Vacancy posted 2 days ago
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