Finance Lead / Associate

About the Role

Location: New York City, in office, 5 days a week.

Your Key Responsibilities

• Own financial planning and analysis (FP&A): Build and maintain our financial models, forecasts, and budgets. Translate operational data into financial insight for the executive team and investors.
• Drive KPI planning & reporting: Design and ship KPI dashboards and reporting infrastructure so the team has a real-time view of financial and operational health of the business.
• Own financial reporting: Together with our co-founders, own and maintain investor reporting, including board decks and investor packages.
• Drive revenue cycle management (RCM): Become the business owner for RCM – ensuring we collect revenue from payers. Own the product and team of billers in charge of net collection rate, days in AR, touchless claim rates, and cost to collect.
• Support strategic and operational finance: Own or support ad hoc financial work as the company grows — vendor negotiations, payer contracts, unit economics analysis, new venture launches and more.
• Serve as the finance business partner: Collaborate with the broader team to drive smarter investment decisions, improve unit economics, and accelerate growth. You’ll be involved in high-states strategic decisions.

What We’re Looking For

• 1-6 years of experience in investment banking, private equity, growth equity, consulting, or an operator finance role at a high-growth startup.
• Analytical instincts and a fast learning curve.
• SQL experience is a strong plus.
• An AI operator who uses AI tools to multiply their output and is curious about what's possible.
• A desire to be close to the mission of serving seniors with mental health needs.

Our Offer to You

• Top quartile salary and equity compensation
• Comprehensive benefits, including medical, dental & vision insurance
• Flexible PTO and sick days
• Lunch and dinner in our beautiful Soho office covered by Sailor
• Team building events

Additional

• One Medical Membership for US employees
• HSA
• Talkspace
• HealthAdvocate
• Teledoc Health

Our Values

• Make your Grandparents Proud: Remember why you’re here and build the standard of care you wish your grandparents received.
• Best Ideas Win: We strip problems down to first principles and challenge each other – but once a decision is made, we row as one.
• Go Fast and Far: We have a burning sense of urgency AND we go the extra mile.
• Do What It Takes To Be #1: We obsess over excellence and challenge ourselves and each other to actualize our best selves.
• Happy Crew: A miserable crew rows slow. A happy crew rows fast. Fun is a performance metric.