Strategic Finance Lead

Summary

Join PicnicHealth as a Strategic Finance Lead and become a key member of the finance team, partnering directly with the CFO. You will own budgeting, forecasting, and long-range financial planning, develop financial models, and provide financial insights to support decision-making. This role involves leading planning cycles, driving key initiatives (financing rounds, investor relations, M&A), and acting as the go-to expert on financial metrics. Initially an individual contributor role, you will build and scale the finance team. The ideal candidate possesses strong business acumen, is detail-oriented, thrives in a fast-paced environment, and excels in problem-solving and communication. PicnicHealth offers competitive compensation and benefits, including a remote-first work environment.

Requirements

• BA/BS in Finance or Accounting
• 8+ years including 2+ years in strategic finance or FP&A paired with prior experience in investment banking, M&A consulting, PE/VC
• Strong financial modeling, excel, and analytical skills
• Strong knowledge of SaaS metrics

Responsibilities

• Own budgeting, forecasting, and long-range financial planning
• Develop and maintain complex financial models for valuation, scenario analysis, and strategic initiatives
• Partner with business leaders to provide financial insights and support decision-making
• Lead planning cycles, ensuring alignment with company objectives
• Drive key initiatives, including financing rounds, investor relations, and M&A
• Be the go-to expert on financial metrics and unit economics
• Collaborate with marketing and GTM teams to track performance against goals
• Initially an IC role but will need to be able to build and scale the finance team as the company grows

Preferred Qualifications

• MBA/CFA
• Experience with GTM teams, healthcare sector, and subscription/usage-based revenue models

Benefits

• Comprehensive benefits including above market Health, Dental, Vision
• Family friendly environment
• Flexible time off
• 401k plan
• Free PicnicHealth account
• Equipment and internet funds for home office set up
• Wellness Stipend
• Remote first company, with teammates spread across the US. We support in-person gatherings, including co-working spaces and multi-day onsites, to build connections and move forward strategic initiatives. Expect to travel 2-4 times a year. For our team members in the Bay Area, who prefer to work in person we can offer a hybrid set up to work from the SF office on a flexible schedule