Senior Financial Operations Associate Job Description

Sage is on a mission to improve care and quality of life for older adults, starting with those residing in senior living facilities. Falls are the leading cause of injury-related death among adults over 65. And yet, fall prevention and emergency response systems for older adults are archaic and ineffective. At Sage we've built a more modern way of understanding when older adults need help, including methods for residents to alert caregivers when in need of help, and corresponding software for caregivers to triage response. Our company mission is to create a product that our client counterparts love, and this role is a key part of that objective.

Sage is a small, tight team of ambitious, multi-disciplinary entrepreneurs. We are a software-enabled, mission-driven company, and are focused only on the problems that are central to achieving that mission. At Sage, we work hard and fast but also know that to build a truly important company, we need to treat our work as a marathon, and not a sprint. The journey matters.

About the Role

We seek an energetic and experienced Senior Financial Operations Associate, reporting to the Head of Finance, to join our high-growth company. The Senior Financial Operations Associate will play a key role in partnering with business leaders to translate strategic initiatives into actionable financial forecasts. This role will be responsible for identifying risks and opportunities, monitoring key performance indicators (KPIs), and driving the automation and scalability of financial processes, among other critical responsibilities.

Responsibilities

• Build, maintain, and improve dynamic financial models supporting the organization's budgeting, forecasting, and strategic planning
• Lead modeling efforts for special projects, including new product launches, pricing strategies, and capital allocation
• Prepare monthly and quarterly reporting packages for senior leadership to convey analysis conclusions and recommendations, including variance analysis and key performance metrics
• Partner with senior leadership/department leaders to analyze key data, uncover meaningful trends, and translate insights into strategic, actionable recommendations
• Develop and maintain dashboards, reports, and key performance indicators (KPIs) that support business objectives
• Streamline financial data collection while driving automation and scalability across financial processes and reporting tools
• Support the successful adoption of new processes, operational functions, and technologies
• Conduct market research and competitive analysis to stay ahead of industry trends
• Navigate in an ambiguous environment and bring structure to undefined opportunities. There won’t always be playbooks or templates; instead, you will create them
• Support ad-hoc business initiatives

Minimum Qualifications

• 5-8 years of experience in FP&A, investment banking, corporate finance, or a related analytical role. Experience at SaaS/Hardware company is a plus
• Strong knowledge of U.S. GAAP and financial reporting
• Proficiency with ERP systems (e.g., QuickBooks, NetSuite) and advanced Excel skills - fluent in building from scratch, structuring assumptions, and stress-testing outputs
• Strong analytical and problem-solving skills with a business partnership mindset
• Adaptable to changing priorities and capable of performing under tight deadlines in a dynamic environment
• Exceptional communication and presentation skills, with a proven ability to distill complex financial analyses into clear, actionable insights for both financial and non-financial stakeholders.
• Proven experience partnering cross-functionally with teams like Product, Ops, and Sales to inform strategy and enable data-driven decision-making
• Self-starter mentality with a focus on accuracy, accountability, and ownership

Benefits and Pay

Our headquarters are located in New York City's Union Square. We believe in cross team collaboration. We think good ideas can come from anyone, and we've designed our processes to encourage participation from all. While we take our mission seriously, we don't take ourselves too seriously. We like to host offsites, outings, and team meals where we can connect as people, not just as colleagues. We offer office lunch and a fully stocked snack bar. While we are an in office culture, we allow up to 2 remote days per week

Our benefits package for employees includes competitive base compensation along with stock options. The expected annual salary range for this role is $135,000-$170,000 USD, depending on your level of expertise, your experience, and your performance in the interview process. We also provide fully-paid health and dental insurance coverage for all of our employees, along with other health benefits including vision insurance, membership to premium primary and urgent care, and online medical health providers. We also have a take as you need time off policy, in addition to 7 paid holidays and a company wide winter break during the holidays.

EEO Statement

Sage is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Sage makes hiring decisions based solely on qualifications, merit, and business needs at the time.