Senior Associate, Strategic Finance

Role Responsibilities

• Financial Planning & Analysis (FP&A):
• Create reporting and forecasting for monthly reviews and quarterly board reports.
• Drive the annual plan creation process.
• Partner with Accounting in the month-end close process, weekly cash cycle reporting, and ensuring that we have accurate billing and invoicing operations that grow with the business.
• Analyze variances between Actuals, Plan, and Forecast.
• Provide clear and concise budgeting and tracking to senior management.
• Support Search team and Platform team analysis, create consistent metrics, and develop processes that drive operational and financial improvement. 
• Strategic Finance:
• Aligning financial goals with overall business strategy, moving beyond traditional accounting and FP&A to drive long-term growth and profitability through data-driven insights, recommendations, and proactive decision-making.
• Build financial models for the optimal number of searches, average search fee, average length of search, labor planning, business development expenses, and operating costs such as travel, rent, marketing, and technology.
• Partner with individuals within the different functions by communicating analysis and developing effective dashboards or reports: People team, Technology team, Search Operations, the Search leaders of each office, and to the Executive Leadership team (XLT)
• Investment Management:
• The Search team is the primary revenue driver of Oxeon’s business. However, a secondary part of the business is Invested Search and Balance Sheet investments. Oxeon makes investments in healthcare companies and this position’s responsibility will be maintaining an accurate investment database so that we can track the valuation and status of our investments.

Requirements for the Role

• 2+ years of experience in Strategic Finance, FP&A, equity research, private equity, hedge fund, investment banking, corporate finance, corporate accounting, or related role.
• Have a foundational understanding of corporate accounting (cash vs accrual, etc).
• Understand and be able to build a 3 statement financial model.
• Oxeon’s main business is healthcare executive search, so you should be interested in the business helping healthcare companies identify great talent.
• Oxeon also makes investments into healthcare companies, so you should be interested in learning about fundraising, business model evaluation, and tracking investment valuations.
• Team Player with demonstrated ability to work cross functionally and collaborate.
• Strong analytical and problem-solving skills.
• First-principles learner: You approach problems by questioning assumptions and relying on data to find the right solution. You learn fast and go deep.
• Strong analytics and comfort in working with large data sets for financial modeling
• Creative problem-solving, critical thinking, and analytical skills
• Excellent planning and organization skills
• Experience with Excel and Google Sheets required
• Experience with Quickbooks and Bill.Com is a bonus.
• Experience with data visualization tools and business intelligence software (Tableau, Power BI) is a bonus

What You Can Expect From Us

• A flexible, hybrid work model. We spend time in-person in the New York office 3 days per week (Tuesday-Thursday) and are flexible on Mondays and Fridays. Additionally, everyone has additional “work from anywhere” days, where they can choose to work remotely for extended periods of time. 
• Quality time together. We spend time together at weekly all hands, annual offsites and events throughout the year to build culture, have fun, foster learning and development, and deepen relationships with one another.
• Equity interest. We are relationship- and long-term results-oriented in all we do. We align firm and employee compensation with equity and team performance. Consistent with the shift from fee-for-service to value-based care, this approach invests us fully in the success of our clients and portfolio companies. Every Oxeon employee receives equity in Oxeon investments from day one.
• Great compensation and benefits. We offer competitive compensation, 100% employer paid medical and dental insurance for you and your family (we are a healthcare company after all!), paid parental leave, 401k, great snacks, and a fun, flexible open-office environment.
• Opportunity to give back. We believe in giving back to the community and helping those in need, which is why every employee is given opportunities to volunteer and a generous annual philanthropic match to support and learn from causes important to them.

Salary Expectations

• Total Cash Compensation: $120,000 - $160,000
• Base: $100,000 - $130,000
• Bonus: 0-20% of Base Salary
• Equity: Cash distributions are variable based on tenure and fund performance