At a Glance
- Tasks: Analyse financial data and support strategic decisions in a fast-growing healthcare AI company.
- Company: Transform9, an innovative AI firm revolutionising patient call management.
- Benefits: Top-tier health coverage, 401(k), paid time off, and parental leave.
- Other info: Dynamic work environment with opportunities for growth and learning.
- Why this job: Join a small team with real visibility and impact on executive decisions.
- Qualifications: 1-3 years in finance, advanced Excel skills, and a relevant degree.
The predicted salary is between 30000 - 40000 £ per year.
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.
Qualifications:
- 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.
Benefits:
- Top-tier health coverage: medical, dental & vision
- 401(k)
- Paid time off + holidays, and paid parental leave
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.
Financial Analyst in Birmingham employer: Transform9
Transform9 is an exceptional employer that fosters a dynamic work culture where your contributions as a Financial Analyst directly impact the growth of our innovative healthcare AI solutions. Located in Birmingham, AL, we offer top-tier health coverage, generous paid time off, and a supportive environment that prioritises employee development and collaboration with leadership. Join us to be part of a small, agile team where your analytical skills will shine and help shape the future of patient care.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Analyst in Birmingham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Transform9. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Analyst in Birmingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Transform9.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Transform9's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Transform9
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Transform9.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Transform9 will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Transform9 employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
