Strategic Finance Manager

Summary

Join Medely, a high-growth technology startup, as a Strategic Finance professional. You will contribute to maximizing Medely's long-term value by forecasting, analyzing, and influencing revenue performance and growth strategy. This role involves driving revenue forecasting, budgeting, and target-setting processes; partnering with FP&A and Accounting; collaborating across teams to identify opportunities and translate data into actionable insights; developing a deep understanding of the business and industry; refining KPIs and reporting; assisting with board materials and investor presentations; and proactively driving process improvements. The ideal candidate possesses 5+ years of experience in analytical roles, a Bachelor's degree in a relevant field, and elite financial modeling skills. Medely offers competitive compensation, long-term incentives, healthcare benefits, paid time off, paid parental leave, and a flexible remote work environment.

Requirements

• 5+ years in prior fast-paced, analytical roles (Corporate Finance, Strategic Planning, Investment Banking, or Management Consulting)
• Bachelor’s Degree in Finance, Business, Economics or related field
• Elite financial modeling skills
• Ability to synthesize information into concise, compelling decks
• Strong cross-functional collaboration skills
• Comfort turning ambiguity into structure and defensible assumptions to solve complex problems
• A bias for action with the ability to drive projects to completion independently, effectively handle competing priorities, and manage deadlines under pressure

Responsibilities

• Drive revenue forecasting, budgeting, and target-setting processes in support of long-range planning, annual operating plans, and interim forecasts
• Partner with FP&A and Accounting to support management reporting and enhance month-end close processes
• Collaborate across teams to identify opportunities, conduct in-depth financial analyses, and translate data into actionable insights that drive profitable growth
• Develop a deep understanding of our business and industry to inform strategic decisions, with a focus on customer behavior, unit economics, and LTV / CAC
• Refine existing and establish new KPIs and reporting that unlock enhanced visibility into performance
• Assist with board materials, diligence requests, and other investor-facing presentations
• Proactively drive process improvements and optimization across all facets of our financial operations

Preferred Qualifications

• Familiarity with SQL or willingness to learn
• Familiarity with Tableau or other data visualization tools
• Working knowledge of revenue accounting principles
• Previous startup experience, particularly at a marketplace business
• Interest in the healthcare technology space

Benefits

• Competitive Compensation: Based on experience and performance
• Long-term Incentives: 401k
• Healthcare Benefits: Full suite of benefits including medical, dental, and vision insurance
• Flexibility: We believe that work/life balance is important, so we offer twenty days of Paid Time Off and eleven paid holidays
• Paid parental leave
• Purpose: Join a growing mission-oriented startup that is modernizing the healthcare industry nationally!
• Ownership: Drive meaningful business impact on a team you’ll help build and define!
• Remote: Work in a digital environment with all the tools to achieve your work as though you were in the office!