Senior Associate, Strategic Finance

Zócalo Health

Senior Associate working in Strategic Finance at Zócalo Health, a healthcare startup fostering community-oriented primary care. Collaborating with executive leadership on financial planning and strategic decisions.

Posted 4/30/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $120,000 - $145,000 per yearWebsite

About the role

Key responsibilities & impact

Manage and continuously improve the month end close and forecasting process
Maintain and evolve the Company’s operating model across revenue, expenses, headcount, and cash
Develop scenario models to support planning, investment decisions and board discussions
Provide leadership with clear insights into Company performance and key drivers
Lead financial budget vs. actual performance reviews with executive team members
Translate financial results into actionable insights for the executive leadership team
Develop executive-ready reporting analysis that track the Company’s most important KPIs
Support leadership in evaluating the Company’s most important strategic decisions
Partner with the executive team to evaluate new products, partnerships, and growth initiatives.

Requirements

What you’ll need

5+ years of professional experience, including 3+ years in investment banking, venture capital/private equity, or consulting, and 2+ years in a healthcare startup focused on FP&A or Strategic Finance
Experience operating in a high-growth, early-stage company environment
Bachelor’s degree in Accounting or Finance
Advanced proficiency in Excel
Strong cross-functional collaboration skills and ability to partner with executive leadership
Ownership mindset with a focus on building, improving, and scaling systems and processes.

Benefits

Comp & perks

Competitive salary: $120 - $145K (depending on experience)
Equity compensation package
Comprehensive benefits including medical, dental, and vision
401k
Flexible PTO policy - take the time you need to recharge
$1,000 home office stipend
We provide the equipment needed for this role.
Opportunity for rapid career progression with plenty of room for personal growth.

ATS Keywords

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Hard Skills & Tools

financial modelingforecastingbudgetingKPI analysisExcel

Soft Skills

leadershipcross-functional collaborationownership mindsetcommunication

Certifications

Bachelor’s degree in AccountingBachelor’s degree in Finance