About PayZen
PayZen is on a mission to bring financial health to healthcare. Our products improve both access and affordability for patients and cash flow and administrative complexity for medical providers. We are trusted by a rapidly growing number of health systems, hospitals, and physician groups and are backed by leading venture capital investors.
About the role
The Strategic Finance Manager will contribute to a diverse portfolio of strategic, data-driven initiatives to scale our operations and optimize financial performance. This role will play a critical part in influencing decision-making processes across the company, driving operational excellence and shaping the financial trajectory of our company.
The ideal candidate will embody a proactive and growth-oriented mindset, demonstrating high levels of self-motivation, analytical ability, and have a keen focus on driving results.
If you have a passion for problem-solving, are a collaborative team player, and possess a strong desire to help shape the future of a fast-growing startup, we would love to hear from you.
The role is based in our San Francisco headquarters and hybrid (in office Monday, Tuesday, and Thursday).
What you will do
Own three-statement financial modeling, monthly reporting cycles, and the scalable data architecture that provides actionable insights for executive leadership
Design AI agent workflows to automate repeatable finance tasks—such as revenue forecasting and variance analysis—increasing team capacity and precision.
Lead annual and long-range planning processes, translating corporate objectives into rigorous financial goals and business plans.
Develop frameworks to analyze business trends and identify the key performance metrics that influence company-wide decision-making.
Drive the analytical support and execution for equity and debt fundraising initiatives to ensure long-term growth and IPO readiness.
Manage external financial reporting and strategic analysis for board meetings and investor inquiries.
Serve as a trusted partner to senior stakeholders in GTM, Product, Legal, and other parts of the organization on financial planning, pricing strategies, and resource allocation.
To thrive in this role, you have
5+ years of experience in investment banking, private equity, or strategic finance at a high-growth technology startup.
Exceptional financial modeling skills combined with a practical ability to build or configure automations (no-code or code) and integrate AI agents into financial data flows.
Demonstrated experience integrating AI into complex workflows (Cowork and Claude Code preferred).
Proven track record of owning outcomes with defined KPIs and making data-driven decisions in high-stakes environments.
Strong data visualization skills, with a continuous drive to seek process improvements and automate data quality checks (SQL a plus!).
Excellent written and verbal communication skills with the ability to interact regularly with executive management and influence strategic policy.
What we offer
An opportunity to positively affect the lives of thousands of patients and be a part of a team that revolutionizes medical payments in ways never seen before
A chance to join a high-growth company at an early stage
Highly skilled co-workers with whom you can grow your skill set
The ability to impact company values and culture in a collaborative environment - we value all comments and suggestions
Competitive pay, healthcare, stock options, 401(k), flexible PTO
Skills Required
- Bachelor's degree in Business, Finance, Economics, or related field
- 5+ years of experience in investment banking, private equity, or strategic finance
- Exceptional financial modeling skills
- Experience documenting complex processes and redesigning workflows
- Proven track record of owning outcomes with defined KPIs
- Strong data visualization skills
- Excellent written and verbal communication skills
PayZen Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PayZen and has not been reviewed or approved by PayZen.
-
Healthcare Strength — Fully paid employee medical plans for U.S. roles, with robust mental health and fertility support, are highlighted. This reduces out‑of‑pocket burden and elevates total compensation value.
-
Parental & Family Support — Sixteen weeks of paid parental leave and childcare-related support are part of the package. These benefits enhance family support alongside core pay.
-
Fair & Transparent Compensation — Performance‑driven pay with bi‑annual compensation reviews and career planning is emphasized. Clear processes and competitive ranges signal transparency around pay decisions.
PayZen Insights
What We Do
PayZen's embedded, AI-powered patient financing solutions drive a significant revenue lift for healthcare providers while improving patient affordability and satisfaction. Our platform automatically engages patients who need flexible payment options and offers them interest-free payment plans for up to 60 months tailored to their unique ability to pay. At the same time, we can pre-fund providers without recourse, eliminating bad debt and bringing A/R days to zero. Providers get a much higher patient payment rate and accelerated cash. Patients get affordable access to care and an intuitive payment experience. While we got our start in patient financing, PayZen's vision is broader than breaking large balances into monthly payments. We are building an integrated, data-driven platform that automates manual processes to holistically address the affordability needs of patients, resulting in an overall increase in revenue for providers. We have an amazing team, a big market and top tier investors. More importantly, our mission is our motivator: we are hyper-focused on making a dent in America's healthcare affordability crisis, improving the lives of patients and providers alike.
Why Work With Us
At PayZen, we are building an efficient and effective team of “A-players” with a big goal: transform access to healthcare. That requires intentionality around how we show up to work everyday. We’ve defined a set of values and a playbook called, The PayZen Way to keep us aligned, focused, and moving forward together.
Gallery
