Financial Analyst

Calling your doctor shouldn't be harder than seeing your doctor. But at most practices, patients wait on hold, front-office staff drown in ring queues, and revenue walks out the door with every missed call.

Transform9 builds AI agents that answer every call for physician practices — scheduling appointments, routing callers, and resolving routine requests in seconds, around the clock. Our agents integrate directly with each practice's EHR, practice management, and phone systems, and adapt to how their front office actually works.

Our agents have handled millions of patient calls for thousands of providers, cut average hold times by 90%, and decreased call abandonment by 80%. We're headquartered in Birmingham, AL, and growing fast.

About the role

You'll be the analytical engine of a fast-growing healthcare AI company — building the reporting, models, and metrics leadership uses to run the business. Small team, real visibility: your work goes straight to the executive team and the board.

What you'll do

• Prepare monthly financial reporting and support the board reporting package
• Run budget vs. actuals reviews with department owners and explain variances
• Track and report SaaS metrics: ARR, net revenue retention, CAC payback, gross margin
• Build pricing, hiring, and scenario models to support strategic decisions
• Support month-end close and reconciliation in QuickBooks
• Help maintain compliance with financial policies and controls as we scale

Location

Full-time onsite at our Birmingham, AL office.

• 1–3 years in FP&A, accounting, banking, or consulting
• Advanced Excel and financial modeling skills
• Bachelor's degree in finance, accounting, economics, or equivalent practical experience
• Detail-oriented, deadline-reliable, and able to explain numbers to non-finance colleagues

Nice to have

• Exposure to SaaS or healthcare businesses

• Top-tier health coverage: medical, dental & vision
• 401(k)
• Paid time off + holidays, and paid parental leave

If you want to fix the front door of healthcare, we'd love to hear from you.

Transform9 is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Note: the Transform9 team will only email you from a transform9.com email address.