Senior Financial Analyst

For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes. Who We Are TheKey is led by a team that reflects a wide range of industry experience in home care, senior care, and healthcare, along with deep expertise in technology, operations, transformation, and customer experience. This includes guidance from our Scientific Advisory Board, made up of nine experts in brain health, aging, and geriatrics, alongside the day-to-day expertise of our clinical and care teams who bring this work to life in the home. But what unites everyone at TheKey, from our leadership team to our caregivers, is a shared passion for reimagining what aging at home can look like. We're driven by a common mission: helping more older adults get the services and tools they need to age well, where and how they want. The Role The Senior Financial Analyst functions as a strategic partner within the organization, responsible for the end-to-end management of financial planning, reporting, and forecasting processes. Beyond technical modeling and data analysis, the role involves deep collaboration with business stakeholders to test assumptions, influence decision-making, and identify operational improvements. By utilizing advanced analytical skills and automation tools, the analyst ensures data integrity and actionable insights, while also contributing to team growth through mentorship and the continuous refinement of financial infrastructure. The Ideal Candidate We’re looking for a Senior Financial Analyst who is as comfortable digging into complex data as they are building real relationships across the business. Ideally, you’re a self-starter with 3–6 years of experience in corporate finance or FP&A—someone who genuinely enjoys taking ownership of models and forecasting without needing constant guidance. While your technical skills are top-notch (especially in Excel and PowerPoint), what really sets you apart is your proactive approach as a business partner. You don’t just report the numbers; you challenge assumptions, hunt for actionable insights, and are always looking for ways to use AI or automation tools to make the team’s life easier. If you’ve navigated the fast-paced world of private equity, healthcare, or labor-driven industries, and you thrive on mentoring others while refining the financial tools we rely on every day, you’d be a perfect fit for this team. Senior Financial Analyst

Responsibilities

Preferred Qualifications

Requirements

• Build a one‑page Excel portfolio that includes a dynamic financial model for a home‑care SaaS platform (e.g., revenue forecast, unit economics, and sensitivity analysis) and embed screenshots of pivot tables, Power Query data transforms, and VBA automation you’ve used to streamline monthly reporting—attach this as a PDF or share a Google Sheet link in your application.
• Quantify your impact on cost‑saving or margin‑improvement projects in the senior‑care or healthcare space (e.g., “Reduced per‑patient operational cost by 12% through variance analysis of staffing ratios”) and be ready to walk interviewers through the Excel work‑back, emphasizing how you used Excel formulas, scenario managers, and dashboards to drive decisions.
• Highlight remote‑collaboration competence: list the specific tools TheKey mentions (e.g., Microsoft Teams, SharePoint, Confluence) and give concrete examples of how you’ve led cross‑functional finance reviews with dispersed teams, citing frequency, time‑zone coordination, and any automation you built for distributing weekly financial packs.
• Prepare a brief case study (5‑7 slides) that shows how you would evaluate a new “aging‑in‑place” service line—include market sizing assumptions, break‑even analysis, and KPI recommendations (CAC, LTV, churn). Bring this to the interview and be ready to discuss your Excel methodology and assumptions, demonstrating industry insight and strategic thinking.
• When negotiating salary, reference Florida’s remote‑work cost‑of‑living index and cite market data for senior financial analysts in health‑tech (e.g., Glassdoor, Payscale). Propose a compensation package that includes a base salary at the 75th percentile, a performance‑based bonus tied to key financial metrics you’ll help define, and a stipend for home‑office equipment—showing you’ve done the homework and understand TheKey’s growth‑stage budget constraints.