SUMMUS

Financial Planning and Analysis

• Own and maintain the company’s financial model, including forecasting, scenario analysis, and variance tracking
• Build analyses and presentations to support fundraising, board meetings, and strategic planning
• Partner with cross-functional teams (Sales, Marketing, Product, Engineering, RevOps, Clinical, and Member Experience) to develop KPIs and enable data-driven decision-making
• Lead annual strategic planning and budgeting in close partnership with the VP Finance and the executive leadership team
• Own accounts receivable and accounts payable processes, ensuring accuracy, timeliness, and clean financial records
• Support business development and strategic partnership initiatives, including financial diligence and deal structuring
• Drive operational improvements by designing workflows that optimize financial and operational performance
• Prepare ad hoc analyses for the executive team on emerging opportunities, competitive dynamics, and market trends
• Leverage AI tools to drive efficiency and impact across Finance workstreams

Finance Associate