Strategic Finance Associate

Summary

Join Headway, a Series D company revolutionizing mental healthcare access, as a Strategic Finance Senior 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, marketing analytics, and collaboration with cross-functional teams. You will build financial models, analyze data, conduct market research, and develop reporting tools. This position offers a unique opportunity to bridge finance and marketing, contributing to significant growth within a mission-driven company. The role requires strong analytical skills, proficiency in financial modeling and data analysis tools, and experience in a fast-paced environment. Headway offers a competitive compensation and benefits package.

Requirements

• Have 4-6 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