Strategic Finance Associate / Manager

General Medicine

. Build and own financial models that drive planning, forecasting, and strategic decision-making .

Posted 5/6/2026full-timeCalifornia, Massachusetts • 🇺🇸 United StatesJuniorMid-LevelWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Build and own financial models that drive planning, forecasting, and strategic decision-making
Analyze unit economics (LTV/CAC, contribution margin, payback periods) and identify opportunities to improve profitability
Evaluate new business lines, pricing strategies, and growth initiatives through rigorous financial and operational analysis
Partner with leaders across operations, growth, and product to translate data into actionable insights
Support company-wide financial planning, including budgeting, forecasting, and board/investor materials
Conduct ad hoc analyses on key business questions — from cohort performance to operational efficiency
Help establish core financial reporting, KPIs, and dashboards as the company scales
Identify opportunities to improve data quality, tooling, and financial processes

Requirements

What you’ll need

2–6 years of experience in investment banking, private equity, venture capital, management consulting, or strategic finance
Strong financial modeling and analytical skills (Excel / Google Sheets proficiency required)
Experience working with ambiguous, messy datasets and turning them into clear insights
Ability to think like an owner — not just analyze, but help drive decisions
Clear communicator who can distill complex analyses into simple, actionable takeaways
Highly self-directed and comfortable operating in a fast-paced, unstructured environment
Experience in healthcare, marketplaces, or high-growth startups (Nice to Have)
Familiarity with SQL or working with large datasets (Nice to Have)
Experience supporting fundraising, investor reporting, or M&A (Nice to Have)

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelinganalytical skillsExcelGoogle SheetsSQLdata analysisKPI reportingbudgetingforecastingoperational analysis

Soft Skills

clear communicationself-directeddecision-makingproblem-solvingadaptabilityownership mentalityanalytical thinkingcollaborationinsight generationdistillation of complex information