Director of Strategic Finance

The role

The Director of Strategic Finance will support strategic planning, budgeting, investor relations, and fundraising. This person will work with senior leaders across various functions to evaluate opportunities and drive enterprise-wide initiatives through financial modeling and operational analytics.

What you will do

• Own and lead key components of budgeting, forecasting, and long-range planning processes
• Build and maintain complex financial models to evaluate strategic initiatives and investments
• Analyze operating performance, identify key drivers, and present actionable insights to senior leadership
• Partner cross-functionally with senior stakeholders across Growth, Operations, Technology, Real Estate, and Clinical
• Design and enhance financial reporting and dashboards
• Lead high-impact strategic projects, including growth initiatives, new market expansion analysis, and operational improvements
• Support fundraising, investor relations, and board materials with detailed financial analysis
• Partner with Accounting on the monthly close process
• Drive ad hoc analyses and deep dives to support executive decision-making

Required qualifications

• 7–12 years of experience in investment banking, private equity, equity research, consulting, or FP&A
• Advanced financial modeling skills with experience building models from scratch
• Strong proficiency in Excel
• Familiarity with Intacct, NetSuite, Rippling, or a similar ERP platform
• Exceptional communication skills with experience presenting to senior leadership
• Proven ability to independently manage complex workstreams and deliver results
• Strong attention to detail and high degree of ownership
• Bachelor’s degree required
• Strong financial and strategic judgment
• Ability to connect operational performance with financial outcomes
• Familiarity with the basics of GAAP accounting
• Structured, rigorous problem-solving approach

Nice to have

• Experience operating in high-growth or scaling businesses
• experience with planning tools

Benefits

• Healthcare, dental, vision
• 401K with 3% match
• Unlimited PTO and generous sick time
• 12 observed holidays
• Free Sollis Health membership for you and your eligible family members
• Employee stock options
• Annual professional development allocations
• Modern, high-end work environment

About the company

Sollis Health is a medical membership that is on-demand 24/7, 365. It provides concierge care through ER-trained medical teams, on-site labs, and imaging.