Strategic Finance Manager

Posted 4 Days Ago
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San Francisco, CA, USA
In-Office
180K-200K Annually
Senior level
Artificial Intelligence • Healthtech • Payments • Productivity • Professional Services • Software • Automation
Rebuilding the infrastructure of healthcare, starting with medical billing.
The Role
Own P&L forecasting, annual planning, quarterly forecasts and monthly reporting. Analyze unit economics, margins, CAC/LTV, and optimize capital allocation for product, partnerships, and M&A. Partner cross-functionally with Sales, Product, Engineering, and leadership to scale GTM and improve efficiency. Implement AI-enabled FP&A tools to automate variance analysis and rolling forecasts and drive strategic decision-making.
Summary Generated by Built In

We are looking for a Strategic Finance Manager to drive analytical decision-making to support Candid Health’s growth. In this role, you won't just handle financial planning—you will partner with Sales, Product, Engineering, Operations and company leadership to drive business execution and growth.

 

You will be responsible for owning business planning & forecasting, analyzing our unit economics including margin / profitability, increasing efficiency and scaling of our GTM motion, and optimizing our capital allocation decisions to maximize growth.

 
What you’ll be doing
  • Strategic Planning & Analysis: Own P&L forecasting, including annual plans, quarterly forecasts, and monthly reporting.

  • Unit Economics & Pricing: Deep dive into our gross margins and define CAC/LTV by customer segment.

  • Capital Allocation: Conduct rigorous analysis on TAM, new product opportunities, partnerships, and M&A to ensure we are deploying capital toward the highest-leverage outcomes.

  • AI-Enabled Forecasting: Move beyond manual Excel updates. Leverage AI-driven FP&A tools / systems to automate variance analysis and rolling forecasts, allowing you to focus on the strategic questions rather than tracking performance.

 
Who you are
  • Experience: 4-6 years of finance experience (strategic finance, investment banking, and/or private equity), including experience owning forecasting and analytical decision making at a high growth company.

  • Analytical Powerhouse: You are driven by innate curiosity to get to “the why” and to understand root cause and are comfortable leveraging big data sets to inform decision-making. You have high proficiency in Excel/Google Sheets, but you are also comfortable using SQL to pull your own data.

  • Communication: You can translate dense financial data into a compelling story for non-finance stakeholders. You don’t just present options - you have a point of view on what action should be taken and you’re not afraid to share it. The ideal candidate combines deep financial expertise with practical operational leadership and is comfortable partnering with executives on long-term strategy.

  • The "Multiplier" Mindset: You are a "player-coach" who wants to build the templates and systems yourself. You proactively look for ways to use AI and automation to make our financial planning process 10x faster and more accurate.

 
Pay Transparency

The estimated starting annual salary range for this position is $180,000 - $200,000 USD. The listed range is a guideline from Pave data, and the actual base salary may be modified based on factors including job-related skills, experience/qualifications, interview performance, market data, etc. Total compensation for this position may also include equity, sales incentives (for sales roles), and employee benefits. Given Candid Health’s funding and size, we heavily value the potential upside from equity in our compensation package. Further note that Candid Health has minimal hierarchy and titles, but has broad ranges of experience represented within roles.

Location

We are an in-person culture. We believe the best work happens when we are in the same room and our ideal weekly schedule is 4 days working from our San Francisco office and 1 day working remotely.

Skills Required

  • 4-6 years finance experience (strategic finance, investment banking, and/or private equity) with forecasting and analytical decision-making at a high-growth company
  • High proficiency in Excel and Google Sheets
  • Ability to write and use SQL to pull and analyze data
  • Strong communication skills; translate financial analysis into recommendations for non-finance stakeholders and partner with executives
  • Willingness to work in-person ~4 days per week in San Francisco (office-first culture)
  • Experience or comfort leveraging AI-driven FP&A tools and automation to build rolling forecasts and automate variance analysis
  • Experience evaluating TAM, capital allocation, new product opportunities, partnerships, and M&A analysis
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The Company
HQ: San Francisco, CA
Year Founded: 2019

What We Do

Getting paid in healthcare is more difficult than it should be, and it’s quietly breaking the system. Candid Health is addressing this issue by rebuilding the billing infrastructure from the ground up. We use automation and AI to eliminate the friction that slows down payments, exhausts staff and drains billions from provider organizations. Healthcare organizations using Candid spend significantly less money and time on back-office administrative work that is not core to their mission of patient care. We have enabled a shift from a tedious RCM process to a touchless one.

Why Work With Us

At Candid Health, our people set us apart. We’re builders, engineers, and healthcare veterans on a mission to fix billing with automation. We thrive in-person with a culture of respect and candor, helping providers get paid faster so they can focus on delivering care.

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