Senior Financial Planning Analyst (San Francisco, CA)
full-time•San Francisco•$150k - $180k
Summary
About this role
About Collectly:
Collectly is a fast-growing healthcare tech startup leading the charge in transforming the U.S. healthcare market through AI-driven innovation. In the U.S., millions of patients interact with healthcare providers daily, navigating a system that often struggles with inefficiencies, administrative burdens, and suboptimal financial experiences.
At the forefront of the AI boom, Collectly is redefining revenue cycle management (RCM) by applying cutting-edge artificial intelligence to automate workflows, streamline billing processes, and create seamless financial experiences. Our solutions are designed to tackle some of the biggest challenges in healthcare: accelerating cash flow, reducing administrative overhead, and elevating the patient experience during critical non-clinical touchpoints.
By simplifying billing for providers and elevating the patient financial experience, Collectly empowers healthcare organizations to thrive in a rapidly evolving healthcare landscape. We empower healthcare providers to focus on what matters most—delivering care.
The Opportunity:
Join us as a Senior FP&A Expert, a pivotal role bridging the gap between financial data and business strategy. You will take full ownership of our planning and reporting cadence while working hands-on with senior leadership. Your focus will be on identifying key drivers for expansion and driving efficiency across Collectly.
Please note: This role is hybrid - candidates located in the San Francisco Bay Area only will be considered.
\n- Develop and refine robust financial models to guide strategic decision-making, new ventures, and capital allocation cases.
- Collaborate with department heads to establish and monitor KPIs and operational metrics that fuel business growth.
- Conduct ROI assessments for upcoming product launches, marketing campaigns, and cross-functional investments.
- Prepare high-level financial decks and business review packages for the C-Suite and Board of Directors.
- Manage the delivery of Monthly Business Reviews (MBR) and provide detailed performance narratives.
- Execute ad-hoc financial analysis and special strategic projects as required.
- A Bachelor’s degree in Finance, Accounting, or a related field.
- 5+ years of experience in FP&A.
- Experience in high-growth, venture-backed B2B SaaS companies (Series A, B & C)
- Strong Excel skills and experience with financial modelling.
- Deep understanding of financial statements, forecasting techniques, and B2B SaaS business models
- Great communication skills, including experience presenting to senior leadership and cross-functional stakeholders
- Analytical mindset with strong business acumen, you’re comfortable interpreting the “why” behind the numbers
- Advanced knowledge of the statements and accounting concepts
- The ability to work independently while communicating with team members.
$150,000 - $180,000 a year
\nWhy You'll Love It Here:
Unlimited PTO: We believe in work-life balance and encourage you to recharge when you need it.
Comprehensive Health Coverage: Fully paid medical, dental, and vision insurance for you and your dependents, because your well-being matters to us.
Equity Opportunities: Share in our success with stock options - your hard work will drive our growth.
Retirement Planning Made Easy: Enjoy a 401(k) with a generous company match to secure your future.
Student Loan Support: We help lighten the load with contributions toward your student loans.
Compensation: $150,000 - $180,000 per year
What you'll do
- Develop and refine financial models to guide strategic decision-making and collaborate with department heads to establish KPIs. Prepare financial decks for senior leadership and manage Monthly Business Reviews.
About Collectly
Collectly is an AI-powered technology company transforming how healthcare organizations manage the patient financial experience—from digital intake and pre-visit financial engagement to final payment.
Our platform automates every step of the revenue cycle to help providers:
1️⃣ Accelerate and increase cash flow
2️⃣ Increase patient satisfaction
3️⃣ Reduce administrative burden
4️⃣ Slash the cost to collect
We serve a wide range of specialties and org types—from ambulatory groups and acute care systems to RCM companies and behavioral health providers—helping them modernize patient billing and boost financial performance at scale.
Collectly also includes Billie—your new AI-powered billing support rep that never sleeps. Billie responds instantly across chat, email, SMS, and voice—reducing support volume by up to 85%, resolving questions faster, and helping patients understand what they owe, why, and how to pay.
It’s not just about which channels you use—it’s how you use them. Collectly intelligently delivers the right message at the right time, in the right format, tailored to each patient’s context. With seamless EHR/PM integration, workflows stay connected and efficient.
With Collectly, providers can:
• Automate follow-ups and accelerate payments
• Enable 2-click, no-login digital payments
• Offer self-serve payment plans and family billing
• Eliminate paper with mobile-first statements and digital intake
• Capture accurate data with upfront insurance verification
• Gain real-time visibility into revenue performance
Trusted by 3,000+ healthcare organizations, Collectly helps providers improve collections and deliver a better financial experience for every patient.
Ready to join Collectly?
Take the next step in your career journey
Frequently Asked Questions
What does Collectly pay for a Senior Financial Planning Analyst (San Francisco, CA)?
Collectly offers a competitive compensation package for the Senior Financial Planning Analyst (San Francisco, CA) role. The salary range is USD 150k - 180k per year. Apply through Clera to learn more about the full compensation details.
What does a Senior Financial Planning Analyst (San Francisco, CA) do at Collectly?
As a Senior Financial Planning Analyst (San Francisco, CA) at Collectly, you will: develop and refine financial models to guide strategic decision-making and collaborate with department heads to establish KPIs. Prepare financial decks for senior leadership and manage Monthly Business Reviews..
Is the Senior Financial Planning Analyst (San Francisco, CA) position at Collectly remote?
The Senior Financial Planning Analyst (San Francisco, CA) position at Collectly is based in San Francisco, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Senior Financial Planning Analyst (San Francisco, CA) position at Collectly?
You can apply for the Senior Financial Planning Analyst (San Francisco, CA) position at Collectlydirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.