Responsibilities

We are hiring a strategic finance generalist to own high-impact financial analyses and modeling that inform company-wide decisions: growth strategy, unit economics, new products and capital allocation. You will sit at the intersection of finance, operations and strategy with significant ownership, join a lean finance team, and work directly with our CEO and VP of Finance, with clear exposure to the executive team and Board.
GTM Finance: Partner with Sales, Marketing and Partnerships on sales capacity planning, funnel and pipeline analytics, marketing ROI, partner economics, pricing strategy and resource allocation.
Product Finance: Partner with Product and Engineering to evaluate the ROI of new products, features and R&D investments, and model gross margin, infrastructure costs and AI costs, including inference and telephony.
Planning and Forecasting: Own the corporate financial model end to end, including the long-range plan, scenario analysis and driver-based forecasts for revenue, headcount and capacity.
Ad Hoc Analysis: Lead cross-functional projects on unit economics, new-product economics and capital allocation. Frame problems, model alternatives, develop recommendations and help drive execution.
Finance Systems: Lead the evaluation and rollout of finance planning and reporting tools, from requirements through implementation and adoption, and evaluate how AI can make planning, analysis and reporting faster.
Corporate Development and Investor Relations: Support M&A, strategic partnerships, fundraising and investor materials.
3 to 6 years in investment banking, private equity, management consulting or strategic finance.
Excellent financial modeling: you build clean, driver-based models from scratch, make complex analyses easy to understand, and work quickly without sacrificing accuracy.
High agency and follow-through: you take a broad objective, figure out what matters and drive it to completion, ramp quickly on unfamiliar problems, and keep teams aligned without detailed instructions.
Strong commercial instincts: you understand SaaS metrics and unit economics (ARR, retention, CAC, payback, gross margin) and translate analysis into business decisions.
Clear communication: you explain complex analyses simply, challenge assumptions constructively, and communicate findings candidly even when the numbers cut against expectations. You are low-ego and collaborative.

Strategic Finance at Assort Health · LumiJobs

Strategic Finance

Responsibilities

Qualification

Required

Benefits

Company

Assort Health

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