Strategic Finance Associate

Summary

Join Headway, a Series D company revolutionizing mental healthcare access, as a Strategic Finance Associate. You will play a crucial role in optimizing marketing budgets, driving provider growth, and shaping patient acquisition strategies. This data-driven role involves financial modeling, analysis, and collaboration with marketing and finance leaders. You will build financial models, support budget allocation, analyze data, conduct market research, and ensure data accuracy. This position offers the chance to transition from pure finance into a strategic marketing-finance role within a high-growth, mission-driven company. Headway offers competitive compensation and benefits, including equity, comprehensive health insurance, 401k, parental leave, and more.

Requirements

• Have 3-4 years of professional experience, ideally in a mix of financial services (Consulting / Equity Research / Private Equity) and highly analytical roles at a fast-growing company (Strategic Finance / Strategy & Ops / BizOps)
• Be highly proficient in Google Sheets (advanced formulas) and Looker (or similar BI tools) and comfortable working with large datasets
• Be detail-oriented and have a “measure twice, cut once” approach when working with financial data
• Take ownership and be a resourceful self-starter—proactively seek context, solve ambiguous problems, and anticipate stakeholder needs
• Communicate complex insights clearly, tailoring your message for different audiences (finance vs. marketing)
• Thrive in a fast-paced, cross-functional environment and enjoy collaborating with marketing, finance, and growth teams
• Be excited about joining a mission-driven company and driving marketing efficiency to improve mental healthcare access

Responsibilities

• Build and maintain financial models that assess marketing spend efficiency, performance, and impact
• Support budget allocation, forecasting, and scenario planning to optimize marketing investments
• Analyze large datasets in Looker and Google Sheets to evaluate acquisition funnel efficiency and marketing effectiveness
• Conduct TAM analysis and market research to inform provider and patient acquisition strategy
• Ensure data accuracy and develop dashboards and reporting tools to track key marketing-finance KPIs

Benefits

• Equity Compensation
• Medical, Dental, and Vision coverage
• HSA / FSA
• 401K
• Work-from-Home Stipend
• Therapy Reimbursement
• 16-week parental leave for eligible employees
• Carrot Fertility annual reimbursement and membership
• 13 paid holidays each year as well as a Holiday Break during the week between December 25th and December 31st
• Flexible PTO
• Employee Assistance Program (EAP)
• Training and professional development