Financial Analyst

At Elevate Healthcare, we’re not just building products — we’re shaping the future of healthcare education, simulation, and technology. As a high-growth company at the forefront of patient simulation and medical training, we blend cutting-edge technology with a mission-driven culture to make a real-world impact. From high-fidelity manikins to immersive digital learning platforms, our solutions are used by leading medical schools, nursing schools, and hospital networks around the world. Our team is driven, collaborative, and relentlessly focused on preparing clinicians for the moments that matter most.

Elevate Healthcare is owned by Madison Industries, one of the largest and most successful privately held companies in the world. Madison builds entrepreneurially driven, branded market leaders that are committed to making the world safer, healthier and more productive by creating innovative solutions that deliver outstanding customer value. The team at Madison is committed to building something truly remarkable that long outlasts them while coaching others to reach their highest potential.

If you’re looking for a role where your work has purpose, where you are relied on as a transformational leader, and where you can grow your career in a thriving industry — Elevate Healthcare is where you belong.

Summary

The Financial Analyst partners with leaders across Elevate Healthcare to improve business performance through financial analysis, operational insights, and data-driven decision making. This entry-level role supports the Finance and Commercial organizations by developing analyses, identifying trends, measuring key performance indicators, and helping leaders make informed decisions.

Reporting to the CFO, this position plays a key role in budgeting, forecasting, management reporting, and business analytics while partnering closely with the VP of Global Sales to support pipeline management and commercial performance. The analyst will participate in weekly sales funnel reviews, evaluate commercial metrics, and help identify opportunities to improve sales execution and forecast accuracy.

This role is ideal for someone who is intellectually curious, enjoys solving complex business problems, and wants broad exposure across finance, sales, manufacturing, software, service, and corporate operations. Occasional travel to sales meetings, customer events, and industry trade shows is expected.

Essential Duties & Responsibilities

• Support the annual budgeting, quarterly forecasting, and monthly financial reporting processes.
• Prepare recurring management reports, dashboards, KPI scorecards, and variance analyses for business leaders.
• Partner with the VP of Global Sales to support weekly sales funnel reviews, pipeline reporting, and commercial performance analysis.
• Analyze sales trends, bookings, revenue, margins, pricing, win/loss performance, and forecast accuracy to identify business opportunities and risks.
• Develop financial models and business cases to support pricing decisions, capital investments, product initiatives, and strategic projects.
• Build and maintain dashboards and reporting tools using ERP, CRM, and business intelligence platforms.
• Identify opportunities to improve business processes, reporting automation, and operational efficiency through analytics and AI-enabled tools.
• Collaborate with leaders across manufacturing, software development, customer service, commercial operations, and corporate functions to answer business questions with data.
• Support strategic initiatives, acquisition analyses, and other special projects as assigned.

Qualification Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field required.
• 0–3 years of experience in FP&A, finance, accounting, consulting, business analytics, or a related analytical role (internships encouraged).
• Strong analytical, quantitative, and problem-solving skills with exceptional attention to detail.
• Advanced Microsoft Excel skills; experience with Power BI, Tableau, Salesforce, or ERP systems is a plus.
• Ability to communicate analytical findings clearly to both financial and non-financial audiences.
• Intellectual curiosity and a desire to understand how businesses operate beyond the numbers.
• Highly organized, self-motivated, and capable of managing multiple priorities in a fast-paced environment.
• Willingness to learn new technologies, including AI-enabled analytical tools, to improve business decision-making.
• Ability to travel occasionally (approximately 10–20%) for sales meetings, trade shows, and company events.

Our Core Values:

The candidates that thrive at Elevate Healthcare closely align with our three core values:

1. Trust
2. Bias for Action
3. Entrepreneurial Spirit

Trust

Honesty and transparency are absolutely essential to the way we do business. We foster deep partnership with our teams and don’t add arrogance, complacency, or bureaucracy to the mix. We work as hard for the person on our left and the person on our right as we do for ourselves. Consequently, we create environments that allow our teams to operate at the highest level of engagement and connection to our mission.

Bias for Action

Unless you continually work, evolve and innovate, you will learn a quick and painful lesson from someone who has. Consequently, we lean forward and challenge the status quo. Our mantra is “Problems don’t get better with time.” If there is an opportunity for us to make the world safer, healthier or more productive, we move quickly.

Entrepreneurial Spirit

We are building Elevate Healthcare with a fixation on the long term. We are not publicly traded, so we are not beholden to quarterly earnings reports, and we are not private equity, so we are not beholden to artificial 3–5 year timelines. Our entrepreneurial spirit means that we operate with an 'ownership mindset.' We promote an obsession over front line operations and delivering value to customers through product and process innovations.