Strategic Finance

The role

A strategic finance generalist will own high-impact financial analyses and modeling to inform growth strategy, unit economics, new products, and capital allocation. This role works at the intersection of finance, operations, and strategy, reporting to the CEO and VP of Finance.

What you will do

• Partner with Sales, Marketing and Partnerships on sales capacity planning, funnel and pipeline analytics, marketing ROI, partner economics, pricing strategy and resource allocation.
• 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.
• Own the corporate financial model end to end, including the long-range plan, scenario analysis and driver-based forecasts.
• Lead cross-functional projects on unit economics, new-product economics and capital allocation.
• Lead the evaluation and rollout of finance planning and reporting tools.
• Support M&A, strategic partnerships, fundraising and investor materials.

Required qualifications

• 3 to 6 years of experience in investment banking, private equity, management consulting or strategic finance.
• Excellent financial modeling.
• High agency and follow-through.
• Strong commercial instincts including understanding SaaS metrics and unit economics.
• Clear communication.

Benefits

• Competitive Compensation including salary and employee stock options
• Annual budget for professional development and training opportunities
• Office Setup Stipend
• Medical, dental, and vision insurance
• Flexible PTO
• Lunch, dinner, and snack breaks
• Monthly fitness membership reimbursement
• Commuter Benefits
• 401(k)

About the company

Assort Health is building an AI agent to create one continuous conversation for every patient. The company has raised $222 million and has a proprietary specialty dataset in healthcare.