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Finance & Strategy Lead

Candid HealthSan Francisco (CA), Denver (CO), New York (NY)
On-site Full-time $200K/yr - $240K/yr

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Experience Level

Mid to Senior

Qualifications

The ideal candidate will possess a blend of strong analytical skills, communication prowess, and a strategic mindset, ensuring that financial insights drive the company's growth and operational effectiveness.

About the job

Candid Health is seeking a dynamic Finance & Strategy Lead to spearhead analytical decision-making and propel our remarkable growth trajectory of over 200% year-on-year. In this pivotal role, you will not only manage financial planning but also collaborate closely with teams in Sales, Product, Engineering, and Operations to drive impactful business execution and growth.

Your responsibilities will encompass defining our unit economics, refining our go-to-market strategies, advising on pricing and packaging, and developing forecasting models that will shape our long-term strategy.

Key Responsibilities

  • Strategic Planning & Analysis: Lead revenue forecasting efforts, including annual plans, quarterly forecasts, and monthly reporting. Shape the narrative for board meetings and investor relations.

  • Unit Economics & Pricing: Conduct in-depth analyses of our gross margins and define customer acquisition cost (CAC) and customer lifetime value (LTV) by segment. Collaborate with Sales and Product to refine pricing models for our Software and Services offerings, supporting the introduction of new products.

  • Capital Allocation: Execute thorough analyses on total addressable market (TAM), new product opportunities, partnerships, and M&A strategies to ensure optimal capital deployment towards high-leverage outcomes.

  • AI-Driven Forecasting: Move beyond traditional Excel updates by implementing AI-enhanced financial planning and analysis (FP&A) tools/systems to automate variance analysis and rolling forecasts, enabling a focus on strategic initiatives rather than performance tracking.

Qualifications

  • Experience: A minimum of 8 years of finance experience, encompassing strategic finance, investment banking, consulting, and buy-side investing, with a proven track record in forecasting and analytical decision-making within a high-growth environment.

  • Analytical Expertise: A natural model-builder with a knack for data-driven decision-making. High proficiency in Excel/Google Sheets is essential, and familiarity with SQL for data extraction is highly desirable.

  • Communication Skills: Ability to distill complex financial data into compelling narratives for non-finance stakeholders. The ideal candidate merges deep financial knowledge with operational leadership acumen, comfortable navigating detailed financial models and collaborating with executives on long-term strategies.

  • Multiplier Mindset: A player-coach who aspires to create templates and systems independently. Proactively seeks opportunities to leverage AI and innovative tools for enhanced efficiency.

About Candid Health

Candid Health is at the forefront of transforming healthcare through innovative solutions that empower patients and enhance provider capabilities. Join us in our mission to redefine health management and deliver exceptional value in the health tech landscape.

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