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Counsel HealthCounsel HealthBoston, MA

Strategic Finance Lead

Own budgeting, forecasting, financial modeling, and strategic analysis for a growing digital-health company. The role partners with leadership and cross-functional teams on unit economics, fundraising, expansion opportunities, and high-priority finance initiatives.

Salary not listed
Hybrid5+ YOEFinance & Accounting

About the role

Responsibilities

Financial Planning & Analysis

  • Lead the annual budget, rolling forecast, and monthly close variance analysis across the business.
  • Build and maintain the consolidated P&L, headcount model, and cash flow forecast; present results and risks to leadership.
  • Develop revenue models that capture multi-channel dynamics.
  • Design and publish KPI dashboards tracking member acquisition, retention, visit volume, unit economics, and clinical utilization.
  • Partner with Sales, Clinical Operations, Product, and People teams to gather bottom-up assumptions and hold teams accountable to plans.

Financial Modeling

  • Build integrated three-statement financial models for scenario planning, fundraising support, and board presentations.
  • Develop unit-economics models for CAC, LTV, payback period, and gross margin across DTC and B2B channels.
  • Create cohort and retention analyses to understand member lifetime behavior and inform pricing and packaging decisions.
  • Model state-expansion economics as new payer partnerships are added.
  • Build ROI and payback models for employer and health plan partners to support enterprise Sales conversations.

Strategic Finance

  • Prepare board decks, investor updates, and management presentations with clear, data-grounded narratives.
  • Support fundraising diligence, organize financial data rooms, respond to investor questions, and develop projection packages.
  • Conduct market sizing, competitive benchmarking, and business case analysis for new products and verticals.
  • Analyze partnership, product, and geographic expansion opportunities; build deal models, sensitivity analyses, and business cases.
  • Provide ad hoc analysis to leadership on critical strategic questions.

Special Projects

  • Lead finance workstreams for initiatives such as new market launches, product expansions, and enterprise contract structuring.
  • Build reporting infrastructure as data definitions and automation scale.
  • Evaluate and implement financial planning tooling.
  • Serve as an analytical partner to non-finance leaders, translating financial data into insights for Clinical Operations, Product, and Growth teams.

Requirements

  • 5+ years of experience in FP&A, investment banking, private equity, or strategic finance.
  • Expert-level financial modeling skills, including three-statement models, unit economics, and scenario analysis.
  • Track record of owning a full forecast cycle end-to-end.
  • Comfort using AI tools as a core part of the workflow.
  • Demonstrated ability to influence decisions with financial analysis.
  • Exceptional written and verbal communication skills, including comfort presenting to leadership.

Nice-to-Haves

  • Experience with subscription or recurring-revenue business models.
  • Healthcare, digital health, or health-tech industry experience.
  • Startup experience at the Series A–C stage.

Compensation & Benefits

  • Competitive salary plus equity.
  • Comprehensive healthcare, vision, and dental benefits.
  • 401(k).
  • Unlimited paid time off.
  • Parental leave.

Skills

financial planning and analysisFinancial Modelingthree-statement modelingUnit Economicsscenario analysisForecastingBudgetingcash flow forecastingrevenue modelingkpi dashboardscohort analysisretention analysismarket sizingcompetitive benchmarkingAI Tools

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