Strategic Finance

Responsibilities

Financial Planning and Modeling

• Build and maintain financial models covering revenue, expenses, headcount, cash flow, and runway.
• Develop forecasts and scenario analyses to support company planning and strategic decisions.
• Analyze business performance and explain key trends, risks, and opportunities.
• Evaluate investments, hiring plans, pricing decisions, partnerships, and other strategic initiatives.
• Prepare financial materials for leadership, board meetings, and investors.

Budgeting and Reporting

• Own or support annual budgeting and ongoing forecasting processes.
• Partner with team leaders to establish budgets and monitor performance.
• Produce monthly budget-versus-actual reporting and investigate significant variances.
• Build dashboards and reporting for financial and operating performance.
• Improve the quality, consistency, and accessibility of company financial data.

Vendor and Spend Management

• Manage vendor onboarding, renewals, purchasing workflows, and contract records.
• Evaluate vendors, negotiate commercial terms, and identify savings opportunities.
• Maintain visibility into software subscriptions and recurring commitments.
• Partner with budget owners to ensure purchases are appropriate, approved, and within budget.
• Develop scalable procurement and expense-management policies and processes.

Invoicing and Finance Operations

• Coordinate accounts payable and accounts receivable workflows.
• Review invoices for accuracy, approval, and correct coding.
• Track payment status and resolve discrepancies with vendors and internal stakeholders.
• Support customer invoicing and collections as needed.
• Maintain organized financial records and assist with month-end close.
• Coordinate with external accounting, tax, payroll, and other finance partners.

Building the Finance Function

• Identify inefficient processes and develop improved systems.
• Document financial policies, controls, and operating procedures.
• Help select and implement finance tools as the company grows.
• Take ownership of new financial and operational priorities.

Requirements

• 2–5 years of experience in strategic finance, FP&A, investment banking, consulting, accounting, startup finance, or a related field.
• Strong financial modeling and analytical skills.
• Advanced proficiency with Excel or Google Sheets.
• Ability to turn complex financial information into clear recommendations.
• Excellent attention to detail and high standards for accuracy.
• Strong organizational and project-management skills.
• Comfort managing strategic projects and recurring operational work.
• Clear, thoughtful communication with colleagues, vendors, and external partners.
• Proactive, low-ego approach and willingness to take ownership.
• Comfort operating in a fast-changing environment with incomplete information.

Nice to Have

• Experience at an early-stage or rapidly growing technology company.
• Familiarity with accounting, month-end close, and financial statements.
• Experience with financial planning, accounting, procurement, or spend-management systems.
• Experience supporting fundraising, investor reporting, or board preparation.
• Interest in healthcare, pharmacy operations, or health technology.

Success Measures

Within the first year, you will have:

• Built a reliable financial model and forecasting cadence.
• Given leaders clear visibility into budgets, spending, and runway.
• Improved the accuracy and efficiency of invoicing and payment workflows.
• Established a more disciplined vendor-management process.
• Delivered analysis that influenced company decisions.
• Created finance systems that can scale with company growth.

Benefits

• Work directly with company leadership on high-impact decisions.
• Gain exposure to nearly every part of the business.
• Help shape the finance function from an early stage.
• Take on meaningful ownership with room to grow.