Strategic Finance Manager
Strategic Finance Manager partners with GTM teams to model provider/patient economics, track churn/retention metrics, build dashboards, and drive cross-functional decisions for marketplace growth. Requires 6+ years experience, advanced Google Sheets/Looker proficiency, and AI enthusiasm.
About the job
Responsibilities
- Serve as the primary Finance Business Partner for appointments reporting — patient churn, provider churn, appointments per provider, net revenue retention, and active patient behavior
- Build and maintain functional operating models for Provider and Patient, and drive ongoing budgeting and forecasting processes for the function
- Lead deep dives to identify business problems, perform root cause analysis, and develop strategies for accelerating progress — monitoring trends, surfacing early signals of de-averaged performance, and partnering with product, operating, and growth teams to address issues and scale successful behaviors
- Partner cross-functionally to surface insights and support strategic decision-making
- Develop dashboards, reporting, and executive-ready materials to communicate progress against goals
Requirements
- 6+ years of professional experience, ideally in a mix of financial services (Investment Banking / Consulting / Private Equity) and highly analytical roles at a fast-growing tech company (Strategic Finance)
- Highly proficient in Google Sheets (advanced formulas) and Looker (or similar BI tools) and comfortable working with large datasets
- Detail-oriented with a “measure twice, cut once” approach when working with financial data
- Excited about AI and how it's reshaping finance, and actively explore and apply AI tools to drive faster insights, greater efficiency, and smarter decision-making
- Ability to work cross-functionally with business teams to develop function-specific efficiency metrics and course-correct where necessary
- Ownership mentality: resourceful self-starter who proactively seeks context, solves ambiguous problems, and anticipates stakeholder needs
- Communicate complex insights clearly, tailoring messages for different audiences (finance vs. business/product partners)
- Thrive in fast-paced, cross-functional environments collaborating with Provider, Patient, product, and growth teams
Compensation and Benefits
- Base pay range: $152,000 - $190,000, based on qualifications, experience, and location
- Equity compensation
- Medical, Dental, and Vision coverage
- HSA / FSA
- 401K
- Work-from-Home Stipend
- Therapy Reimbursement
- 16-week parental leave
- Carrot Fertility reimbursement
- 13 paid holidays + Holiday Break
- Flexible PTO
- Employee Assistance Program (EAP)
- Training and professional development
Skills
Google Sheets, Looker, Financial Modeling, BI Tools, AI Tools, SQL, Excel, Data Analysis, Forecasting, Budgeting
Similar jobs
Finance & Accounting jobs
NexHealth
San Francisco, CA
Leads revenue accounting and the Order-to-Cash function, including ASC 606 policy, billing-system migration, revenue reporting, deal structuring, and audit ownership. Requires 8+ years of accounting experience, strong SaaS or usage-based revenue expertise, systems fluency, and team leadership.
Plaid
United States
The SEC Reporting Manager will lead quarterly and annual financial reporting, SEC filing readiness, technical accounting research, audit coordination, and scalable process improvements. The role requires at least seven years of accounting experience, Big Four audit experience, and strong U.S. GAAP and SEC reporting expertise.
Mercury
San Francisco, CALeads the design, operation, and scaling of financial data reconciliations across banking partners and internal systems. Requires 6+ years in complex fintech or financial-services data, advanced SQL and transformation-pipeline skills, payment-rail knowledge, and cross-functional leadership.
Eve
United States
Leads company-wide variable compensation, with primary ownership of revenue commissions, plan design, quota modeling, payout operations, and incentive reporting. The role requires 6+ years in sales compensation, finance, or revenue operations, strong modeling and SQL skills, and experience with ICM, CRM, and BI platforms.
Deepgram
United States
Own complex monthly close workstreams, technical accounting schedules, audit readiness, SOX controls, and an ERP migration while developing a lean accounting team. The role requires 6+ years of progressive accounting experience, strong US GAAP expertise, hands-on automation, and an AI-native working style.