Hone Health

Financial Planning and Analysis

• Own day-to-day financial operations, including budgeting, forecasting, cash flow management, and financial reporting
• Build and maintain financial models to support strategic planning, scenario analysis, and growth initiatives
• Partner closely with executive leadership and department heads to provide clear, actionable financial insights
• Oversee monthly close processes, ensuring accuracy, timeliness, and continuous improvement
• Manage relationships with external partners, including accounting firms, auditors, payroll providers, and tax advisors
• Develop and improve financial processes, controls, and systems as the company scales
• Support fundraising, board reporting, and investor-related financial analysis as needed
• Take on ad hoc projects that help move the business forward, including special analyses, tooling improvements, and operational initiatives

Director, Finance

Manager

• Lead and support a team of Patient Advocates through performance management, coaching, QA, and ongoing development
• Set clear expectations and use data to guide feedback, improve performance, and drive results
• Coach underperformers and develop high-potential team members into future leaders
• Partner cross-functionally to represent the voice of the Patient Advocacy team
• Identify and escalate systemic issues with proposed solutions to improve workflows and tools
• Deliver direct, empathetic, and effective performance conversations
• Analyze trends to proactively address inefficiencies and refine processes
• Help shape policies, SOPs, and operational strategies across the team
• Manage and resolve patient escalations in a timely, effective manner
• Collaborate with other Team Managers to ensure consistency and elevate standards
• Take ownership of your team’s performance and engagement with minimal oversight

Team Manager

Director

• Define and own the Business Intelligence roadmap, aligning BI initiatives with company priorities and data strategy.
• Drive the evolution of BI from ad hoc reporting to a proactive, insight-driven function.
• Identify opportunities where BI can better inform strategic, operational, and clinical decisions.
• Lead and develop a team of ~3-5 analysts across multiple business domains and experience levels.
• Set clear expectations for quality, timeliness, and impact.
• Coach analysts on analytical rigor, stakeholder management, and storytelling.
• Support hiring, onboarding, and long-term team growth planning.
• Own the self-service BI strategy, enabling stakeholders to answer common questions independently.
• Establish and enforce BI governance, including metric definitions, data ownership, access controls, and documentation.
• Partner with data engineering and analytics engineering to ensure BI is built on trusted, well-modeled data.
• Act as the primary BI partner for senior leaders across Finance, Operations, Product, Marketing, and Customer Care.
• Intake, prioritize, and manage BI requests using a clear, transparent process.
• Balance short-term stakeholder needs with longer-term strategic initiatives.
• Ensure BI deliverables are clear, actionable, and decision-oriented.
• Remain engaged in hands-on work as needed, including building dashboards, reviewing analyses, and tackling complex or high-impact analytical problems.
• Ensure dashboards and reports meet high standards for accuracy, usability, and design.
• Lead or support deep-dive analyses that inform strategic decisions.
• Track team throughput, quality, and stakeholder satisfaction.
• Identify and address bottlenecks in BI workflows, tooling, or collaboration.
• Improve processes to increase speed, reliability, and impact.

Director, Finance

Team Manager

Director, Business Intelligence