Own the Long Range Plan, aligning capital allocation and growth assumptions with the company’s long-term vision.
Build and maintain models to measure and improve unit economics across customers, customer segments, cohorts and channels.
Deliver clear, executive-ready materials for monthly reviews and board discussions that distill data into clear and actional narratives.
Serve as a key support lead for future fundraising efforts and other strategic projects and initiatives.
Partner with cross functional leaders on scenario modeling and business case development, connecting financial discipline to operational outcomes.
Define and track KPIs and leading indicators of business performance to drive operational improvements.
Contribute to development of differentiated forecasting features or tools for the company and clients.
Partner with GTM teams on pricing strategy and proposals.
Stand up the systems, tooling, and frameworks the Strategic Finance team needs to influence the business, including automation, reporting, and operational rhythms.
Partner closely with the FP&A team to ensure near-term budgets and forecasts are tightly aligned with long-term forecasting.
Requirements
8+ years of experience in strategic finance, investment banking, private equity, strategy & operations, FP&A, or related finance roles with operational experience at a fast-paced, scaling company.
Experience with subscription business models, including an understanding of ARR, revenue, retention, and unit economics.
Experience partnering with Sales, Marketing, RevOps, Customer Success, and R&D teams, with a track record of influencing decisions through insight.
Exceptionally strong analytical and financial modeling skills, with the ability to build models from scratch in a high growth, operationally complex environment.
Ability to translate data and analysis into clear narratives for executives, and comfort presenting to senior leadership and board-level stakeholders.
Strong communication skills and executive presence, with the judgment to challenge assumptions while maintaining strong relationships.
High level of ownership, curiosity, and urgency, with the ability to operate independently and navigate ambiguity.
Bachelor’s degree required.
Healthcare or health tech experience is a plus.
Benefits
Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance
Flexible Spending Benefits
401(k) Retirement Savings Program
Short-term and long-term disability
Discretionary Paid Time Off
Paid Company Holidays
Wellness Benefits
Commuter Benefits
Paid Parental Leave benefits
Employee Assistance Program (EAP)
Well-stocked kitchen in office locations
Professional development and training opportunities