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Strategic Finance Lead
Location
Hawaii
Posted
4 days ago
Salary
$121.8K - $179.2K / year
Seniority
Senior
Job Description
Strategic Finance Lead
Modern Health
• Act as a partner and report into the Vice President of Strategic Finance & Corporate Development across all initiatives • Perform key strategic and financial analyses to support high-impact decisions (e.g., pricing, new products, cost structure analysis, expansion, etc.) • Partner with leaders across the organization to develop a vision for how we scale efficiently, achieve profitability, and improve the financial performance of the business • Partner with key business stakeholders to support financially sound decision-making (e.g., bringing on new vendors, developing new products, etc.) • Identify and manage ad hoc projects as needed
Job Requirements
- You have 5+ years of experience in banking, PE, VC, and / or Ops / Strategy / Strategic Finance at a startup
- You are a master of Excel and are familiar with data visualization and AI tools
- You are able to develop and present (via presentations, dashboards, etc.) complex issues in a digestible and compelling manner
- You have a robust understanding of financial statements and have built financial models from scratch
- You have at minimum a basic understanding of accounting concepts
- You are able to work autonomously with minimal guidance
- You are humble, scrappy, adaptable, and thrive in fast-paced environments
- You have strong analytical skills and impeccable attention to detail
- You are passionate about building and improving operational processes
- Industry experience in SaaS or digital healthcare is a plus
- Pricing and packaging experience is a plus.
- Immigration sponsorship is not available for this position. Applicants must be able to maintain work authorization for the duration of employment without employer sponsorship or employer-provided training plans or attestations (including, for example, the Form I-983 required for STEM OPT).
Benefits
- Medical / Dental / Vision / Disability / Life Insurance
- High Deductible Health Plan with Health Savings Account (HSA) option
- Flexible Spending Account (FSA)
- Access to coaches and therapists through Modern Health's platform
- Flexible Time Off
- Company-wide Collective Pause Days
- Parental Leave Policy
- Family Forming Benefit through Carrot
- Family Assistance Benefit through UrbanSitter
- Professional Development Stipend
- 401k
- Financial Planning Benefit through Origin
- Annual Wellness Stipend to use on items that promote your overall well being
- New Hire Stipend to help cover work-from-home setup costs
- ModSquad Community: Virtual events like active ERGs, holiday themed activities, team-building events and more
- Monthly Cell Phone Reimbursement
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• Own how we deploy capital, and make the case — internally and externally — for the bets worth making. • Give leadership the clarity to invest with conviction and the discipline to scale operations profitably. • Build the long-term value of the business and the opportunities for liquidity that come with it, for our team and our investors. • Be the financial principal of the company to the outside world — the counterpart investors, partners, banks, and auditors deal with. • Build, hire, and lead a deliberately lean, AI-leveraged finance organization across our international group. • Set the standard for how finance operates, partners with the business, and earns trust company-wide.
• Lead the annual budgeting process and quarterly reforecast cycles • Develop and maintain driver-based financial models for revenue, headcount, productivity, operating expenses, EBITDA, and cash flow • Build rolling forecasts and long-range strategic planning models • Develop scenario analyses and sensitivity models to support executive decision-making • Improve forecast accuracy through enhanced reporting, analytics, and business partnership • Design and maintain executive dashboards and KPI reporting • Analyze performance across practices, consultants, recruiters, business lines, and client segments • Identify key business trends, risks, and opportunities • Partner with leaders across the organization to improve operational and financial performance • Support strategic planning and growth initiatives • Develop business cases for investments, new service offerings, acquisitions, and expansion opportunities • Conduct pricing, profitability, and margin analyses • Prepare monthly and quarterly financial review materials for executive leadership • Deliver clear and actionable analyses to support decision-making • Build scalable FP&A processes and infrastructure
• Analyzing monthly financial and operational results, understanding the key variance drivers and providing actionable insights to senior management • Leading analytical projects from inception to conclusion with minimal guidance that will inform the company’s strategic plan and drive decision making • Assisting in the preparation of the annual budget and rolling forecast activities • Working independently across disciplines to understand key business drivers and update assumptions • Preparing regular reporting packages to senior management and the Board of Directors • Assisting in SEC reporting including quarterly MD&A preparation • Developing a strong understanding of the global business and markets in which Everbridge participates. • Telecommuting permitted • 10% regional and national travel
• Serve as the primary finance partner to the product team, providing financial guidance and support for strategic decision-making. • Partner with product team to create robust business cases for new product initiatives, features, and investments, evaluating potential ROI and financial impact. • Develop and maintain sophisticated financial models to forecast revenue, costs, and profitability, ensuring accuracy and alignment with business objectives. • Partner with Product and Risk leadership to analyze cohort performance, lifetime value (LTV), customer acquisition costs (CAC), and pricing/packaging structures to maximize product gross margins. • Prepare and present clear and concise financial reports and insights to senior management, facilitating effective communication and decision-making. • Create bridges between teams and ensure shared understanding. Provide ongoing updates to the Finance (Local and Global teams) and leadership team




