About this role
Accountabilities:
- Serve as an embedded finance business partner to 1–2 business functions.
- Translate business strategies, operating plans, and priorities into actionable financial plans.
- Help business leaders understand financial constraints and evaluate associated tradeoffs.
- Build and pressure-test business cases for strategic investments and major business decisions.
- Evaluate investment opportunities across product initiatives, sales and marketing, market expansion, headcount, vendors, and build-versus-buy decisions.
- Track investment outcomes and unit economics to assess whether strategic decisions are delivering expected results.
- Close the loop with leadership by communicating investment performance and lessons learned.
- Own the financial planning and monthly forecasting process for assigned business areas.
- Manage operating budgets in partnership with functional leaders.
- Lead monthly financial reviews and variance analysis.
- Provide guidance to business partners on budget performance, financial trends, and forecast changes.
- Maintain and continuously improve forecasts for the assigned areas of the business.
- Develop a strong understanding of the operational and financial drivers underlying business performance.
- Partner with Data and other teams to define meaningful business KPIs.
- Help ensure critical KPIs are visible, reliable, and trusted by business stakeholders.
- Translate complex financial and operational analysis into clear recommendations for senior leaders.
- Lead cross-functional initiatives that require financial analysis, strategic judgment, and stakeholder alignment.
- Apply AI tools to accelerate analysis, improve efficiency, and support better financial decision-making.
- Contribute to the evolution of strategic finance processes and ways of working as the organization scales.
Requirements:
- 8+ years of relevant professional experience.
- Experience combining Investment Banking, Management Consulting, Private Equity/Venture Capital, or a highly analytical Strategic Finance role at a fast-growing technology company is preferred.
- Demonstrated experience owning financial analysis for a rapidly growing business, product line, or functional area.
- Track record of influencing important business decisions through financial analysis and strategic recommendations.
- Strong understanding of financial planning, budgeting, forecasting, and variance analysis.
- Experience developing and evaluating business cases, investment analyses, and unit economics.
- Strong commercial and strategic judgment, with the ability to connect financial performance to business outcomes.
- Ability to operate as a true business partner rather than solely as a financial reporting resource.
- Proven ability to influence cross-functional teams without direct authority.
- Strong stakeholder-management skills and the ability to build trust through consistent delivery.
- Comfortable operating in ambiguous environments and independently defining structure, scope, and priorities.
- Proactive approach to solving open-ended business problems and moving initiatives forward.
- Strong analytical skills and the ability to work with complex financial and operational data.
- Excellent written and verbal communication skills.
- Ability to adapt communication style for finance teams, business leaders, and other stakeholders.
- Ability to distill complex analysis into concise, actionable recommendations.
- Demonstrated interest in using AI tools to improve productivity, analysis, and decision-making.
- Comfortable learning and adapting to evolving AI-enabled finance workflows.
- Interest in contributing financial expertise to a mission-driven healthcare technology environment.
Benefits:
- Opportunity to contribute to a mission-driven organization focused on expanding access to mental healthcare.
- High-impact strategic finance role with significant exposure to business and investment decisions.
- Close partnership with senior leaders across Product, Sales, Marketing, Operations, People, and other functions.
- Opportunity to influence how a rapidly scaling organization plans, invests, measures performance, and allocates resources.
- Collaborative, cross-functional working environment.
- Inclusive workplace committed to the full participation of qualified individuals.
- Reasonable accommodations available throughout the application, interview, and employment process for individuals with disabilities.
- Additional benefits and employment terms provided according to company policy.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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