Overview
This role supports the Strategic Finance team and plays a critical part in ensuring capital is deployed efficiently across Provider and Patient Growth initiatives. The position is highly cross-functional, combining financial analysis with strategic decision-making. Responsibilities include building models, tracking performance, and surfacing insights that guide how resources are allocated to scale GTM investments.
Responsibilities
- Build and maintain financial models to assess GTM investment efficiency, scenario plans, and trade-offs across growth initiatives
- Own budgeting and forecasting processes for GTM spend, partnering with budget owners to align plans with strategic priorities
- Analyze operating KPIs and funnel data to evaluate unit economics, channel performance, and overall GTM effectiveness
- Partner cross-functionally to surface insights and support strategic decision-making
- Develop dashboards, reporting, and executive-ready materials to communicate progress against goals
Requirements
- 4+ years of professional experience, ideally a mix of financial services (Consulting / Equity Research / Private Equity) and highly analytical roles at a fast-growing company (Strategic Finance)
- Highly proficient in Google Sheets (advanced formulas) and Looker (or similar BI tools), with comfort working with large datasets
- Detail-oriented approach to financial data with a “measure twice, cut once” mindset
- Excited to work cross-functionally to understand function-specific efficiency metrics and help adjust plans when needed
- Strong ownership mindset and resourcefulness; proactively seek context, solve ambiguous problems, and anticipate stakeholder needs
- Interested in AI and how it is reshaping finance; actively explore and apply AI tools to drive faster insights, greater efficiency, and smarter decision-making
- Ability to communicate complex insights clearly, tailoring messages for different audiences (finance vs. marketing)
- Enjoys a fast-paced, cross-functional environment and collaboration with marketing, finance, and growth teams
Preferred Qualifications
- Experience driving marketing efficiency through financial analysis and performance insights
Compensation & Benefits
- Expected base pay range: $131,750 - $165,000 (based on qualifications, experience, and geographic location)
- In addition to base salary, the role may be eligible for an equity grant depending on position and level
Benefits offered include:
- Equity compensation
- Medical, Dental, and Vision coverage
- HSA / FSA
- 401K
- Work-from-Home Stipend
- Therapy Reimbursement
- 16-week parental leave for eligible employees
- Carrot Fertility annual reimbursement and membership
- 13 paid holidays each year, plus a Holiday Break during the week between December 25th and December 31st
- Flexible PTO
- Employee Assistance Program (EAP)
- Training and professional development
Location
United States