Finance & Operations Analyst

About PsychPlus

PsychPlus is reimagining how mental health care is delivered in the United States through a modern, digital-first model. As we continue to expand our U.S. footprint, we are building a high-performing finance and operations team to support growth across multiple business units.

About the Role

PsychPlus is seeking a Finance Analyst to support financial reporting, performance analysis, and operational decision-making across our growing network of clinics.

This is a hands-on analytical role focused on consolidating financial and operational data, building financial models, preparing Profit and Loss (P&L) reports, and supporting leadership with accurate reporting and business insights. The ideal candidate enjoys working with large datasets, building structured financial models, and transforming raw information into meaningful reports that drive business decisions.

This is not an accounting, bookkeeping, or investment role. It is an execution-focused finance position supporting the day-to-day financial performance of a fast-growing healthcare organization.

Key Responsibilities

• Consolidate financial and operational data from multiple business units and clinics.
• Build and maintain financial models to support reporting, forecasting, and business analysis.
• Prepare and maintain clinic-level Profit and Loss (P&L) reports.
• Analyze revenue, expenses, profitability, and operational performance across multiple locations.
• Create and maintain Excel-based financial reports and dashboards.
• Prepare datasets for reporting and visualization in Power BI.
• Identify trends, variances, inconsistencies, and opportunities through financial analysis.
• Partner with Finance, Operations, Billing, HR, and leadership teams to collect and validate financial information.
• Support budgeting, forecasting, expense tracking, and month-end reporting activities.
• Maintain accurate documentation, trackers, and reporting files.
• Communicate findings and reporting updates to internal stakeholders.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Previous experience in Finance, Financial Analysis, FP&A, Corporate Finance, Investment Banking, Private Equity, Transaction Advisory, Financial Services, or similar analytical roles.
• Strong understanding of financial statements, including Profit and Loss reporting.
• Experience building financial models in Microsoft Excel.
• Advanced Excel skills, including Pivot Tables, XLOOKUP, INDEX/MATCH, SUMIFS, nested formulas, and data analysis.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Excellent written and verbal English communication skills.
• Ability to manage multiple priorities while working independently in a remote environment.
• Availability to work full-time during U.S. Central Time (Houston).

Preferred Qualifications

• Experience supporting U.S.-based businesses or finance teams.
• Experience preparing management reports, MIS reports, or executive dashboards.
• Experience with Power BI, Power Query, SQL, or similar reporting tools.
• Experience in healthcare, multi-location operations, or service-based organizations.
• Experience with budgeting, forecasting, variance analysis, or operational performance reporting.
• Background in investment banking, private equity, corporate finance, financial advisory, valuation, or other analytical financial services environments is highly preferred.
• Experience in lending, retail banking, or consumer banking alone is not considered a strong fit for this role.