# Strategic Finance Lead

**Company:** [Counsel Health](https://hotfix.jobs/companies/counsel-health)
**Location:** Boston, MA, New York, NY
**Role:** Finance & Accounting
**Experience:** 5+ years
**Skills:** financial planning and analysis, Financial Modeling, three-statement modeling, Unit Economics, scenario analysis, Forecasting, Budgeting, cash flow forecasting, revenue modeling, kpi dashboards, cohort analysis, retention analysis, market sizing, competitive benchmarking, AI Tools
**Posted:** 2026-08-04

> 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.

## Job Description

## 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.

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