Strategic Finance Lead

Overview

This role involves leading strategic finance efforts to support the scaling of a healthcare organization focused on behavioral health services and technology. The position requires building financial models, improving revenue and margin visibility, overseeing accounting and financial reporting, and partnering with cross-functional teams to drive business insights and decision-making.

Responsibilities

Strategic Finance & Business Partnership

• Develop and maintain financial models for operating decisions, scenario planning, board reporting, and investor communications
• Analyze performance across healthcare services, technology, direct-to-parent, and commercial partnership models
• Translate financial and operational data into actionable insights for Operations, Product, Commercial, and Clinical teams
• Support budgeting, forecasting, headcount planning, margin and pricing analysis, and ROI evaluation for strategic initiatives
• Define key financial metrics such as revenue growth, utilization, payer mix, gross margin, contribution margin, operating leverage, and unit economics
• Act as a business partner to functional leaders by providing analytical rigor and practical recommendations
• Identify performance trends and recommend actions to improve results

Revenue, Margin & Business Model Visibility

• Build consistent reporting across multiple revenue streams including B2B SaaS/platform contracts, direct-to-consumer subscriptions, clinical services revenue (Medicaid, commercial payers, private pay), and health-system or partnership models
• Develop clear views of revenue quality, gross margin, contribution margin, and unit economics across business lines
• Collaborate with Payor Operations, Clinical Operations, Commercial, and Product teams to enhance revenue visibility and resolve financial reporting issues
• Analyze payer mix, service line performance, utilization, pricing, collections, and margin improvement opportunities
• Provide reporting by product, payer, customer type, region, and business segment
• Connect operational drivers to financial outcomes to support faster, better business decisions

Accounting Oversight & Financial Reporting

• Own or oversee monthly, quarterly, and annual close processes ensuring timely and accurate financial reporting
• Ensure accuracy and explainability of financial statements, reconciliations, revenue recognition, accruals, prepaids, deferred revenue, and accounting judgments
• Maintain strong accounting knowledge while elevating financial reporting to business insights
• Partner with external accountants, tax advisors, and internal stakeholders on compliance, tax filings, audit readiness, and diligence support
• Scale accounting processes appropriately across multiple entities, revenue streams, and business models
• Build trust in financial data without adding unnecessary complexity

Systems, Process & Finance Infrastructure

• Improve financial reporting processes, billing workflows, documentation, and internal controls
• Collaborate with technology, operations, clinical, commercial, and payor operations teams to improve source data quality
• Identify and implement automation, tooling, and AI-enabled workflow improvements with clear ROI
• Use modern tools to reduce manual reporting, improve data accuracy, and enhance accessibility of financial insights
• Build scalable reporting infrastructure supporting multiple revenue models and operating teams
• Establish practical internal controls suitable for a Series A-stage company in regulated healthcare
• Support audit readiness, investor diligence, board reporting, and financial data requests

Qualifications

Required

• 5 to 8 years of experience in strategic finance, corporate finance, investment banking, private equity, transaction advisory, finance consulting, accounting, or operating finance
• Healthcare experience or strong fluency in healthcare business models, including digital health, healthcare services, payer/provider models, value-based care, health-system partnerships, or healthcare technology
• Strong financial modeling, forecasting, and business analysis skills
• Ability to analyze revenue, margins, unit economics, operating and business line performance
• Solid accounting foundation with understanding of financial statements, close processes, revenue recognition, accruals, reconciliations, and financial controls
• Experience partnering cross-functionally to translate financial and operational data into clear insights and recommendations
• Comfort with modern finance tools, automation, and AI-enabled workflows
• Strong communication skills to simplify complex information for diverse audiences
• High ownership, judgment, and ability to operate in ambiguity
• Operator mindset with flexibility between strategy, analysis, process-building, and execution

Preferred

• 1 to 2 years of investment banking, private equity, transaction advisory, or finance/strategy consulting experience, ideally with healthcare exposure
• Experience at a high-growth startup (Seed through Series B)
• Experience with hybrid business models combining services, software, data, marketplace, payer, provider, or enterprise revenue streams
• Exposure to investor materials, board reporting, fundraising, M&A, or strategic planning
• Experience driving margin improvement, revenue quality, utilization, pricing, payer mix, or growth decisions
• Healthcare services experience, especially ABA, behavioral health, Medicaid, commercial payers, or provider operations
• Experience building reporting, forecasting, or automation workflows using Excel/Google Sheets, BI tools, SQL, modern planning tools, or AI-enabled productivity tools
• SaaS, subscription, or enterprise healthcare revenue exposure
• CPA or formal accounting background is a plus but not required

Compensation & Benefits

• Annual salary range: $160,000 - $190,000 USD, determined based on qualifications and experience
• Stock options
• Health benefits
• 401(k) plan
• Four weeks of paid time off per year

Location & Perks

• Based in Denver, CO
• Dog-friendly office
• Catered lunch from local restaurants five days a week, plus occasional breakfasts and dinners
• Robust snack program and quality coffee options including cappuccino machine and cold brew
• Regular team events and casual socials
• Up to $150/month commuter stipend, discounted parking, and discounted Colorado Athletic Club membership
• Thoughtfully designed workspace for focus, collaboration, and connection
• Competitive health benefits, stock options, 401(k), and generous PTO