Strategic Finance Manager

About the role

Join Candid Health as a Strategic Finance Manager to guide financial choices that support company expansion. This role involves more than just financial planning; it's about collaborating with various departments and leadership to drive business execution and growth. You will manage business planning, analyze unit economics, and optimize capital use for maximum growth. The position requires a proactive approach to dissecting the business model and challenging assumptions to uncover new avenues for value creation. You will be instrumental in aligning financial strategy with the operational realities of the business. Success in this role hinges on your ability to bridge the gap between data-intensive analysis and high-level strategic decision-making. You will own the narrative of the company's financial health and future trajectory.

Key facts

What you'll do

• Drive the oversight of P&L forecasting, owning the annual plans, quarterly forecasts, and the generation of detailed monthly reports to track performance.
• Conduct deep dives into gross margins, meticulously defining customer acquisition cost and lifetime value by distinct customer segment to inform pricing and marketing strategies.
• Perform exhaustive analysis of the total addressable market, evaluating new product opportunities, potential partnerships, and mergers and acquisitions to ensure optimal capital deployment.
• Champion the implementation of AI-driven FP&A tools to automate variance analysis and rolling forecasts, shifting the team's focus from data collection to strategic questioning and insight generation.
• Lead the development and maintenance of financial models that project key business metrics, providing leadership with clear scenarios based on varying assumptions.
• Establish robust financial dashboards and key performance indicators to monitor the health of the business in real-time and enable rapid response to changes.
• Partner closely with sales and marketing teams to translate business objectives into financial plans and to assess the return on investment of major initiatives.
• Collaborate with the executive team to provide data-driven insights that support major strategic decisions regarding resource allocation and growth priorities.
• Own the documentation of core financial processes to ensure clarity, scalability, and compliance as the finance function matures.
• Act as a subject matter expert on financial best practices, mentoring junior team members and introducing methodologies that enhance the overall capability of the finance department.
• Facilitate cross-functional workshops to gather requirements, challenge existing processes, and align on the financial implications of strategic initiatives.
• Monitor the competitive landscape and market trends, translating this intelligence into financial implications and strategic recommendations for the leadership team.
• Ensure all financial analyses are grounded in reality, validating data sources and methodologies to maintain the highest standards of accuracy and integrity.
• Serve as the primary liaison between the finance team and the broader organization, ensuring transparency and fostering a data-centric culture.

Requirements

• Bring 4-6 years of finance experience specifically within strategic finance, investment banking, or private equity roles to the table.
• Demonstrate proven experience in owning forecasting and analytical decision-making within a high-growth company environment.
• Show a strong ability to translate complex financial data into clear, concise narratives that are understandable to non-finance stakeholders.
• Exhibit proficiency in Excel and Google Sheets, coupled with a comfort level using SQL to extract, manipulate, and analyze data independently.
• Embrace a "player-coach" mindset, showing eagerness to build financial templates, optimize systems, and leverage AI for continuous process improvement.
• Hold a Bachelor's degree in Finance, Economics, or a related quantitative field as a foundational requirement for the position.
• Possess strong written and verbal communication skills necessary for presenting complex financial concepts to executive leadership.
• Be highly adept at problem-solving, with the ability to navigate ambiguity and find logical solutions with limited direct guidance.
• Have a meticulous attention to detail, ensuring that all financial models and reports are accurate and error-free.
• Be prepared to work in an in-person capacity in San Francisco, understanding the role requires a significant presence in the office to foster collaboration.

Practical notes

This is an in-person role, with an ideal schedule of 4 days in the San Francisco office and 1 day remote. The listed salary range is a guideline, and actual base salary may vary based on skills, experience, and market data. Total compensation includes equity, which is a significant component given Candid Health's funding and size.