Strategic Finance Associate

Summary

Join Shields Health Solutions' Strategic Finance team as a Strategic Finance Associate and contribute to the growth of this rapidly expanding healthcare company. Reporting to the Senior Director of Strategic Finance, you will be deeply involved in hands-on analytical work, directly impacting key business decisions. This role requires strong analytical skills, exceptional communication, and a collaborative spirit. You will work closely with C-suite executives and other leaders, developing financial models, analyzing data, and presenting findings to stakeholders. The position offers a competitive salary, annual performance bonus, and employee benefits, with a hybrid/remote work option.

Requirements

• Entrepreneurial attitude - willingness to roll up his/her sleeves and work alongside team members to make things happen quickly and create value
• Must be highly motivated, results-driven professional who can thrive in a team-oriented environment
• 2+ years of investment banking, investing, corporate strategy/development, corporate finance experience
• Strong understanding of business models
• Growth-mindset
• Exceptional Excel and Microsoft Office skills; including financial modeling and business visualization
• Highly analytical with strong attention to detail
• Capable of solving complex business problems
• Values-oriented, data-driven decision-making style
• Ability to distill complex issues into structured frameworks and concrete action plans
• Experience in summarizing and presenting Company results in formal Management or Board of Director settings, preferably in investment banking, private equity or venture-backed environments
• Ambitious, reliable, and self-starter who is able to work independently, with limited oversight from managers
• Effective at multi-tasking; someone who enjoys and thrives wearing multiple hats at once
• Outstanding written and verbal communication skills
• Enthusiastic and service-oriented
• Cultural Fit – one with sincere appreciation for the Company’s past and will work hard to earn the respect of those that came before him/her
• Bachelor’s Degree

Responsibilities

• Work directly with the C-Suite and other Company Leaders to execute and support key business priorities
• Own the company’s operating model – refinement, updating, evaluating, and be the subject matter expert
• Develop board materials to advise key stakeholders on overall company financials, initiatives, strategy, and operational results
• Handle all investor communications, reporting, capital markets and related activities
• Produce company level financials (budgets, monthly P&Ls) and a significant share of site-level financials (baseline analyses, gross margin analyses, monthly P&Ls, QBR support as needed, etc.) in a cadenced manner
• Partner with site operators and other key stakeholders in evaluation of ongoing contract renewals, analyzing future contract value and pricing, and providing support throughout the negotiation process
• Collaborate cross-functionally, to identify, scope and monitor innovative growth opportunities and initiatives (organic and inorganic)
• Develop data-driven investment theses, business cases, and evaluation criteria for growth and efficiency oriented initiatives
• Interact with leaders across the organization as thought partners to enhance understanding and enable a more proactive value-creation orientation
• Identify and lead site-level and company-level value creation strategies
• Partner with business development and other key stakeholders in evaluating and pricing new business opportunities
• Optimize operating expenses and corporate purchasing, along with enhancing the company’s abilities/understanding related to capital allocation and efficiency
• Build financial and operational metrics dashboards to report key insights
• Support other FP&A workstreams as needed (examples: ERP proficiency, annual financial audit, month-end close process, balance sheet optimization)

Preferred Qualifications

• Advanced degree a plus
• Outstanding leadership skills and potential; previous people management experience preferred

Benefits

• Competitive Base Salary
• Annual Performance Bonus
• Employee Benefits
• Hybrid/Remote Office (1-2 Days a week) or Fully Remote Considered