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Senior Strategic Finance Manager
Location
United States
Posted
59 days ago
Salary
$174.2K - $261.2K / year
Seniority
Senior
Job Description
Senior Strategic Finance Manager
Zapier
• Serve as the dedicated finance partner for Zapier's self-serve business, working across the Chief Product Officer, SVP of Marketing, and CFO to bring a unified financial perspective to a business that spans multiple functions. • Build and own the forecasting, reporting, and analytical infrastructure for self-serve, this is largely net-new work, so you'll be defining what good looks like. • Analyze the self-serve funnel end-to-end: from top-of-funnel acquisition through activation, conversion, expansion, and retention. Identify where the business is leaking value and where the biggest opportunities are. • Own self-serve unit economics and provide perspective on key levers, pricing, packaging, churn reduction, and growth investments. • Use SQL and other tools to self-serve data and build analyses that drive decisions, rather than relying on pre-built reports. • Proactively surface trends, risks, and opportunities to senior leadership. Don't wait for someone to ask the question, be the person who sees the issue first. • Partner with product and engineering teams to understand how product changes impact financial outcomes, and bring a financial lens to product investment decisions.
Job Requirements
- 6-8+ years of experience in FP&A, strategic finance, or a related analytical role, ideally at a product-led or self-serve SaaS company.
- Deep understanding of the dynamics of a self-serve business: churn, contraction, expansion, net new revenue, and the full funnel from visitor to signup to paid conversion to upgrade.
- Proficient in SQL and comfortable pulling and manipulating data yourself rather than waiting on a BI team or data analyst to get you what you need.
- Operated effectively in environments where ownership is distributed; ability to build relationships and drive alignment across product, marketing, engineering, and finance.
- Comfortable with ambiguity and energized by building something from scratch, new processes, new analyses, new ways of looking at the business.
- Strong communicator who can translate complex analysis into clear recommendations for both finance leadership and cross-functional business partners.
- Good judgment and a bias toward surfacing issues and opportunities proactively, not waiting to be asked.
Benefits
- Offers Equity
- Offers Bonus
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Head of Trust and Safety
WellthyHeadquartered in New York, New York, Wellthy is a privately held healthcare coordination service that specializes in complex family care. Founded in 2014, Wellthy operates as a “
Role Description As our Head of Trust and Safety, you will be responsible for designing, implementing, and continuously improving the safety, risk, and compliance infrastructure that protects our clients, members, caregivers, and the company. This individual will serve as the company’s primary subject-matter expert on regulatory compliance, duty-of-care obligations, and risk mitigation as they relate to in-home and on-site child and elder care services. - Develop and maintain a comprehensive suite of care safety policies, protocols, and standard operating procedures covering in-home child care, elder care, and on-site backup care settings. - Establish risk assessment frameworks to evaluate caregiver placements and on-site care facilities prior to and during service delivery. - Identify, evaluate, and prioritize operational risks associated with caregiver-client matching, home environment safety, and care delivery. - Create escalation protocols for safety incidents, behavioral concerns, medical emergencies, and client complaints, and establish a member and client grievance process that ensures concerns are addressed promptly, documented thoroughly, and resolved in accordance with company policy and applicable law. - Design and manage an incident reporting system that captures near-misses, adverse events, and policy violations; analyze data to identify trends and systemic issues. - Lead investigations into reported safety incidents, caregiver misconduct, or client complaints; document findings and implement corrective actions. - In conjunction with the legal team, ensure all policies align with applicable federal, state, and local laws, including HIPAA, ADA, mandated reporter obligations, and state-specific child and elder care licensing requirements. - Monitor evolving regulatory requirements across all jurisdictions in which the company operates and proactively update internal policies to maintain compliance. - Serve as the primary liaison with state licensing agencies, child protective services, adult protective services, and other regulatory bodies. - Oversee caregiver background screening, credential verification, and ongoing compliance with state caregiver registry requirements, to ensure that caregivers placed through the platform meet all qualifications required by client organizations, state regulations, and accreditation standards. - Manage the company’s compliance calendar, ensuring timely renewals, audits, and regulatory filings. - Partner with legal counsel on liability risk assessments, claims management, and insurance compliance. - In conjunction with the operations and people teams, monitor and audit caregiver onboarding compliance requirements, including health screenings, reference checks, identity verification, and mandatory training completions. - In conjunction with the operations and people teams, design and deliver ongoing compliance training programs covering child abuse prevention, elder abuse prevention, emergency response, infection control, and duty-of-care obligations. - Work closely with the Care, Operations, Legal, People, and Product and Engineering teams to embed compliance and safety practices across all service delivery touchpoints. - Produce regular risk and compliance reporting for senior leadership, including key metrics on incident rates, audit findings, caregiver compliance status, and regulatory changes. - Support new market expansion efforts by assessing regulatory requirements and establishing compliant operational frameworks prior to launch. Qualifications - Open to learning, experimenting, and evolving. - Comfort with emerging technology and curiosity around how tools like AI can support your workflow or help families more effectively is a plus. - Bachelor’s degree in social work, public health, healthcare administration, law, risk management, or a related field. - 5+ years of experience in compliance, risk management, or regulatory affairs within child care, elder care, home health, or a closely related human services sector. - Demonstrated knowledge of federal and state regulations governing in-home and facility-based child and elder care, including mandated reporter laws, background check requirements, and licensing standards. - Experience developing and implementing compliance programs, policy frameworks, and training curricula from the ground up. - Strong analytical skills with the ability to assess complex risk scenarios and translate findings into clear, actionable policies. - Exceptional written and verbal communication skills; comfortable presenting compliance findings to executive leadership. Preferred Qualifications - Advanced degree (JD, MPH, MSW, MBA) or professional certification such as Certified Compliance & Ethics Professional (CCEP), Certified in Healthcare Compliance (CHC), or Certified Risk Manager (CRM). - Direct experience with multi-state compliance management across diverse regulatory environments. - Background in backup care, employer-sponsored care benefits, or care concierge services. - Familiarity with HIPAA Privacy Rule obligations in a care coordination or case management context. - Experience partnering with legal, insurance, and HR teams on risk and liability matters. Benefits - The starting salary for this position is $125,000-$160,000. - Remote work environment. - Medical, dental and vision benefits within 30 days of hire. - Retirement saving account with matching company contributions. - Mental health benefits. - 15 days paid vacation, two additional days for each subsequent year (up to a maximum of 25 days). - Sick and Caregiving Days. - Professional development initiatives for growth. - Generous parental leave (maternal and paternal) during a new child’s first year (born into family or adopted) and pregnancy loss leave. Role Requirements - To work remotely, you must have a strong internet connection, quiet space to take calls and a professional (distraction-free) environment. Location - This is a remote and US states based opportunity. We ask that you work in a location that is private, with secure (not public) internet and phone access. - Suitable to safely and securely accommodate the sensitive information that you will be handling and communicating. - Given the nature of the material you will be working on and handling, you are required to work from a private, dedicated, distraction-free space. - Our Wellthians are located throughout the United States but we are currently not accepting candidates in the following states: Alaska, Hawaii, Maine, Mississippi, New Hampshire, New Mexico, North Dakota, Oklahoma, Rhode Island, and West Virginia. What’s Next? We encourage you to apply for this position by clicking the apply here button on job posting and attaching your resume. We understand that there is no “perfect” candidate and never expect every candidate to meet 100% of the qualifications listed above. We look for our Wellthians to enhance and advance our company from their past experiences. Our diverse backgrounds and perspectives are what make Wellthy a fantastic company to work for. We hope that you’re encouraged and even excited by that to get started with our process. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability protected veteran status, or any other characteristics protected by law. For information about our Applicant Privacy, please review here: Applicant Privacy Policy . For those who require reasonable accommodations, please let us know on your application or email us at jobs@wellthy.com .
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